Kavi® Members Help

Kavi Members Super Admin Tools

These tools are used to configure the way in which Kavi Members works to support this organization's business rules.

Table of Contents

99. Set Organizational Properties
Overview
How to Use the Set Organizational Properties Tool
Related Topics
100. Configure Company Representative Signup Options
Overview
How to Use the Configure Company Representative Signup Options tool
Related Topics
101. Configure Privacy Options
Overview
How to Use the Configure Privacy Options tool
Related Topics
102. View Access Configuration
Overview
Options
Related Topics
103. Manage Roles
Overview
Options
Related Topics
104. Add a Role
Overview
Steps
Related Topics
105. Edit a Role
Overview
Steps
Related Topics
106. Delete a Role
Overview
Steps
Related Topics
107. Manage User Types
Overview
Options
Related Topics
108. Add a User Type
Overview
Steps
Related Topics
109. Edit a User Type
Overview
Steps
Related Topics
110. Delete a User Type
Overview
Steps
Related Topics
111. Manage Company Types
Overview
Options
Related Topics
112. Add a Company Type
Overview
Steps
Related Topics
113. Edit a Company Type
Overview
Steps
Related Topics
114. Delete a Company Type
Overview
Steps
Related Topics
115. Manage Company Administration and Contact Types
Overview
Options
Related Topics
116. Add a Company Administration and Contact Type
Overview
Steps
Related Topics
117. Edit a Company Administration and Contact Type
Overview
Steps
Related Topics
118. Delete a Company Administration and Contact Type
Overview
Steps
Related Topics
119. Configure Global Membership Application Options
Overview
How to use the Configure Global Membership Application Options tool
Related Topics
120. Manage Company Membership Types
Overview
Options
Related Topics
121. Add Company Membership Type
Overview
How to use the Add Company Membership Type tool
Related Topics
122. Edit Company Membership Type
Overview
How to use the Edit Company Membership Type tool
Related Topics
123. Delete Company Membership Type
Overview
Steps
Related Topics
124. Configure Company Membership Application Options
Overview
How to Use the Configure Company Membership Application Options tool
Related Topics
125. Manage Individual Membership Types
Overview
Options
Related Topics
126. Add Individual Membership Type
Overview
Steps
Related Topics
127. Edit an Individual Membership Type
Overview
Steps
Related Topics
128. Delete Individual Membership Type
Overview
Steps
Related Topics
129. Manage Email Schedule
Overview
How to use the Manage Email Schedule tool
Related Topics
130. Schedule an Email
Overview
How to use the Schedule an Email tool
Related Topics
131. Edit a Scheduled Email
Overview
How to use the Edit a Scheduled Email tool
Related Topics
132. Delete a Scheduled Email
Overview
How to use the Delete a Scheduled Email tool
Related Topics
133. Change Scheduled Email Status
Overview
Steps
Related Topics
134. Manage Email Templates
Overview
Related Topics
135. Add an Email Template
Overview
How to use the Add an Email Template tool
Related Topics
136. Edit an Email Template
Overview
How to use the Edit an Email Template tool
Related Topics
137. Delete an Email Template
Overview
How to Delete an Email Template
Related Topics
138. Upload Data
Overview
How to use the Upload Data tool
Related Topics
139. Manage Activity Types
Overview
Options
Related Topics
140. Add an Activity Type
Overview
Steps
Related Topics
141. Report Builder
Overview
How to Use the Report Builder tool
Related Topics
142. Add a Report
Overview
How to use the Add a Report tool
Related Topics
143. Edit a Report
Overview
How to use the Edit a Report tool
Related Topics
144. Delete a Report
Overview
Steps
Related Topics
145. Change Report Status
Overview
Steps
Related Topics
146. Change Company Purpose
Overview
How to use the Change Company Purpose tool
Related Topics
147. Check Data Integrity
Overview
How to use the Check Data Integrity tool
Related Topics
148. Generate Login Keys
Overview
How to Use the Generate Login Keys Tool
Related Topics
149. Delete Logs
Overview
How to use the Delete Log tool
Related Topics
150. Configure Kavi Members: All Options
Overview
How to Set Policy and Configuration Options
Related Topics
151. Installed Member Directories and Rosters
Overview
How to Use the Installed Member Directories and Rosters Tool
Related Topics