Kavi Help CenterKavi® Members Help
| Chapter 6. Rosters and Directories | ||
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Part I. Kavi Members Concepts and How-tos | 
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Table of Contents
Rosters and directories provide attractive listings of member information that can be displayed to your organization's membership or to the public.
Back to topA roster is a simple list of companies or individuals. There are three kinds of rosters in Kavi Workspace.
Kavi Groups automatically creates a roster for each group. Group Participants and other authorized users can view a Group Roster on the Roster Tab in a specific group's Group Home Area.
Administrators and others with roster management privileges use the roster to access the tools they need to manage Group Participants.
Company rosters are created automatically by Kavi Members for every company in the Kavi Members database. Logged-in account holders can access their company's roster by clicking the View Roster link on the My Account page.
Company administrators, such as the Primary Contact, can edit users who belong to their company through the Manage Company Roster tool.
Member Rosters exist at the organization level, and are specific to the organization. Unlike the other rosters, which are generated automatically, Member Rosters are manually added by the Kavi Web Production Team. The Member Roster's location helps determine its availability. A roster in the Members Area is available to logged-in account holders, while a roster in a Public Area is available to the general public. Your organization may have as many different Member Rosters as needed, all installed across the site wherever they need to be.
A Member Roster can include companies or users, but not both. Company names can be links to company websites, and user names can be links to contact forms. Company roster information may include Primary Contacts or other contacts.
After its creation, a Member Roster is configurable through Super Admin tools. It can be configured to display companies or individuals in ordered groups of types, so that top-tier members could appear first on the roster, followed by subsequent levels of members. It can also be configured to selectively display companies or individuals based on type or other criteria.
A directory provides search tools and contains more detailed information than a roster. Like the Member Rosters, Member Directories are added by the Kavi Web Production Team. Your organization may have as many Member Directories as needed, and these may be installed anywhere on the site that they need to be. A Member Directory can include companies, individuals, or both.
When a user clicks on a directory, Quick Search tools are displayed so the user can type in the name of the company or user they seek. Alternatively, the user can click the link to the Advanced Search tools, which allow the user to search by primary email address, city, company name, or leave the search blank to retrieve everyone on the directory.
When the results are displayed, the user can click the View Full Details link to see all available information about a company or user in the directory, or download directory search results in CSV format that is compatible with any spreadsheet application.
After its creation, a Member Roster is configurable through Super Admin tools. It can be configured to display companies or individuals in ordered groups of types, so that top-tier members could appear first on the roster, followed by subsequent levels of members. It can also be configured to selectively display companies or individuals based on type or other criteria.
Back to topRosters and directories are highly configurable. They may be configured to show all the members in the database or only a small subset of users based on criteria defined by the organization. Some of the possible uses for rosters and directories are listed below.
Rosters can show:
Logos and names of steering or sponsoring companies
Member companies from a specific region or market segment
Member companies and their marketing representatives
Support staff personnel and links to send them email using a contact form
Directories can include:
Listings of all the representatives of a single company
Title and contact information for individual members
Pictures and company affiliation for executive board members
Technical contact information for vendor companies
If you are a Super Admin, the landing page for a Member Roster or Directory displays a link to the Super Admin configuration toolset. You can also navigate to the roster or directory through the Installed Member Directories and Rosters tool, which is at the bottom of the Super Admin menu. Installed Member Directories and Rosters lists every Member Directory and Member Roster on the site and provides links you can use to launch the landing page or Super Admin Tools menu for each.
These Super Admin tools are installed for the specific roster or directory, so you won't necessarily see all of the tools for each roster or directory. For example, you won't see the company tools when configuring a user directory.
General Configuration Process
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If your site is live and you want to hide the roster or directory, deactivate it by changing the status to 'Inactive'. If it has been hidden and you are ready to have it displayed, activate it by changing the status to 'Active'.
This tool is available for all rosters and diretories.
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You can edit text at any time.
This tool is available for all rosters and diretories.
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Limit Companies or Limit Users
Use the limit tools to set selection criteria before configuring a roster or directory so that only the available types of companies or users are displayed when you use the configuration tools.
Limit Companies is displayed for a roster or directory that includes companies. Limit Users is displayed for a roster or directory that includes users. If a directory includes both companies and users, both these tools are displayed. Contacts may be displayed for a company, but the Contact Types are available through a Limit Company Users section in the Limit Companies tool.
You generally want to select active companies or users only, and select the member purposes. Be sure to uncheck any Company Types that shouldn't be displayed. If this is a company roster or directory, any Contact Types you select are displayed below the company in the roster or directory, so they expand the amount of space that it takes to display each company. You can set up to three custom criteria, so you can use these options to select data fields that are specific to your organization, as well as any available default field.
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Configure Company Directory, Configure User Directory or Configure Roster
Now that you've set the limits, you'll see that the types and purposes you've selected are displayed in the configuration tools. See the tool page help for further instructions.
Configure Company Directory is displayed for a directory that includes companies. Configure User Directory is displayed for a directory that includes users. If a directory includes both companies and users, both these tools are displayed. Configure Roster is displayed for any roster, regardless of whether it is a company roster or a user roster.
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View Landing Page
Be sure to visit the landing page to review the effects of any changes you've made. Since directories have multiple forms, click the View Details links
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| Chapter 5. Purpose |  |
Chapter 7. Logging |