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