Kavi® Members Help

Part VIII. Kavi Members Super Admin Tools

Page help for Super Admin tools used to configure Kavi Members, define user access rules, manage scheduled email and build custom reports.

Table of Contents

109. Set Organizational Properties
Overview
How to Set Organizational Properties
Related Topics
110. Configure Company Representative Signup
Overview
How to Configure Company Representative Signup
Related Topics
111. Configure Privacy Options
Overview
How to Configure Privacy Options
Related Topics
112. View Access Configuration
Overview
How to View Access Configuration
Related Topics
113. Manage Roles
Overview
How to Manage Roles
Related Topics
114. Add a Role
Overview
How to Add a Role
Related Topics
115. Edit a Role
Overview
How to Edit a Role
Related Topics
116. Delete a Role
Overview
How to Delete a Role
Related Topics
117. Manage User Types
Overview
How to Manage User Types
Related Topics
118. Add a User Type
Overview
How to Add a User Type
Related Topics
119. Edit a User Type
Overview
How to Edit a User Type
Related Topics
120. Delete a User Type
Overview
How to Delete a User Type
Related Topics
121. Manage Company Types
Overview
How to Manage Company Types
Related Topics
122. Add a Company Type
Overview
How to Add a Company Type
Related Topics
123. Edit a Company Type
Overview
How to Edit a Company Type
Related Topics
124. Delete a Company Type
Overview
How to Delete a Company Type
Related Topics
125. Manage Contact Types
Overview
How to Manage Contact Types
Related Topics
126. Add a Contact Type
Overview
How to Add a Contact Type
Related Topics
127. Edit a Contact Type
Overview
How to Edit a Contact Type
Related Topics
128. Delete a Contact Type
Overview
How to Delete a Contact Type
Related Topics
129. Configure Global Membership Applications
Overview
How to Configure Global Membership Applications
Related Topics
130. Manage Company Membership Types
Overview
Related Topics
131. Add Company Membership Type
Overview
How to Add a Company Membership Type
Related Topics
132. Edit Company Membership Type
Overview
How to Edit a Company Membership Type
Related Topics
133. Delete Company Membership Type
Overview
Delete Company Membership Type
Related Topics
134. Configure Company Membership Applications
Overview
How to Configure Company Membership Applications
Related Topics
135. Manage Individual Membership Types
Overview
Related Topics
136. Add Individual Membership Type
Overview
How to Add an Individual Membership Type
Related Topics
137. Edit an Individual Membership Type
Overview
How to Edit a Individual Membership Type
Related Topics
138. Delete Individual Membership Type
Overview
How to Delete an Individual Membership Type
Related Topics
139. Configure Individual Membership Applications
Overview
How to Configure Individual Membership Applications
Related Topics
140. Configure Addresses
Overview
Configure
Related Topics
141. Manage Company Address Types
Overview
How to Manage Company Address Types
Related Topics
142. Manage User Address Types
Overview
How to Manage User Address Types
Related Topics
143. Add an Address Type
Overview
How to Add an Address Type
Done
Related Topics
144. Edit an Address Type
Overview
How to Edit an Address Type
Done
Related Topics
145. Delete an Address Type
Overview
How to Delete an Address Type
Done
Related Topics
146. Deactivate an Address Type
Overview
How to Deactivate an Address Type
Done
Related Topics
147. Activate an Address Type
Overview
How to Activate an Address Type
Done
Related Topics
148. Manage Email Schedule
Overview
How to use the Manage Email Schedule tool
Related Topics
149. Manage a Scheduled Email
Overview
How to Manage a Scheduled Email
Related Topics
150. Schedule an Email
Overview
How to Schedule an Email
Related Topics
151. Edit a Scheduled Email
Overview
How to Edit a Scheduled Email
Related Topics
152. Delete a Scheduled Email
Overview
How to Delete a Scheduled Email
Related Topics
153. Change Scheduled Email Status
Overview
How to Change Scheduled Email Status
Related Topics
154. Manage Email Templates
Overview
Related Topics
155. Add an Email Template
Overview
How to Add an Email Template
Related Topics
156. Edit an Email Template
Overview
How to Edit an Email Template
Related Topics
157. Delete an Email Template
Overview
How to Delete an Email Template
Related Topics
158. Upload Data
Overview
How to Upload Data
Related Topics
159. Manage Activity Types
Overview
Related Topics
160. Add an Activity Type
Overview
How to Add an Activity Type
Related Topics
161. Manage Fields
Overview
How to Manage Company Fields
Related Topics
162. Add a Data Field
Overview
How to Add a Data Field
Related Topics
163. Edit a Data Field
Overview
How to Edit a Data Field
Related Topics
164. Delete a Data Field
Overview
How to Delete a Data Field
165. Report Builder
Overview
How to Use the Report Builder
Related Topics
166. Manage a Report
Overview
How to Manage a Report
Related Topics
167. Add a Report
Overview
How to Add a Report
Related Topics
168. Clone a Report
Overview
How to Clone a Report
Related Topics
169. Edit a Report
Overview
How to Edit a Report
Related Topics
170. Delete a Report
Overview
How to Delete a Report
Related Topics
171. Change Report Status
Overview
How to Change Report Status
Related Topics
172. ANSI Interest Category
Overview
173. Change a Company's Purpose
Overview
How to Change Company Purpose
Related Topics
174. Change a User's Purpose
Overview
How to Change User Purpose
Related Topics
175. Check Data Integrity
Overview
How to Check Data Integrity
Related Topics
176. Generate Login Keys
Overview
How to Generate Login Keys
Related Topics
177. Delete Logs
Overview
How to use the Delete Log tool
Related Topics
178. Configure Kavi Members: All Options
Overview
How to Set Policy and Configuration Options
Related Topics
179. Installed Member Directories and Rosters
Overview
How to Use Installed Member Directories and Rosters
Related Topics