Kavi Help CenterKavi® Members Help
| Chapter 137. Manage Company Administration and Contact Types | ||
|---|---|---|
 |
Part IX. Kavi Members Super Admin Tools | 
|
Table of Contents
The Manage Company Administration and Contact Types tool is used to view and manage types assigned to an individual to classify the way they represent their company to the organization. This includes representatives of member companies, employees of staff companies, and even individual members, who are assigned to a company whose Purpose is 'Company for Individuals', since every user must be associated with a company in Kavi Members. This is an abstract company that exists only in Kavi Members (as opposed to the real world), created so individual members can be managed effectively.
Unlike Company Types or User Types, Company Administration and Contact Types cannot be assigned through membership. The most common default Company Administration and Contact Types are 'Employee', which is an unprivileged type assigned to users by default as they are added to the database, and 'Primary Contact' a privileged type automatically assigned to company representatives designated as primary contacts. Custom types can be added to
If you want to manage types assigned to individual members or people who belong to the organization rather than a member company or staffing company, use the Manage User Types tool.
If you aren't familiar with the way that roles and types are used to confer access to Kavi Members tools and other areas of the Web site, you should study the Concepts documents on Roles, Types and Access before using this tool. If you aren't certain how the different classes of types are applied, see the Concepts documents on Company Types, Company Administration and Contact Types and User Types.
View existing Company Administration and Contact Types, their descriptions, categories, associated roles and whether they are defaulted or not.
Access the Add a Company Administration and Contact Type tool to add one or more custom types.
Access the Edit a Company Administration and Contact Type tool to edit a custom or default type.
Access the Delete a Company Administration and Contact Type tool to delete a custom type.
View a list of existing Company Administration and Contact Types, plus links to tools to add, edit or delete these types.
The list displays the following fields:
- Name
-
The name of the type.
Important
This name must be unique.
It is recommended that type names be capitalized as proper nouns to differentiate them from roles with similar names. Capitalized names also display nicely in reports.
- Description
A short textual description of the type. If this type conveys any access, the description should include this information (e.g., 'Conveys access to Members and Board areas.').
- Category
-
The category assigned to a company administration and contact type determines how and where that type will be displayed on a page. The default types are: 'General,' 'Admin Access' and 'Editor Access.' Unless this type is associated with administrative or editorial roles, it should be classified as belonging to the 'General' category.
- General
A category assigned to a type to indicate that this type has only a basic level of access to the organization's web site. The 'General' category is assigned to types which are not associated with the 'editor' or 'admin' roles.
- Admin
This category is assigned to types associated with the 'admin' role. Types in this category should be assigned only to users who need to edit organizational data. They will be displayed in the 'Admin Access' section of pages.
- Editor
This category is assigned to types associated with the 'Editor' role. Types in this category should be assigned only to users who need access to Kavi® Edit tools. They will be displayed in the 'Editor Access' section of pages.
- Associated Roles
-
Select zero or more roles for your new type.
Note
A type is not required to have roles associated with it. Custom types can be used as a convenient way to group users or companies according to type, and in these cases it may not be necessary to provide privileges through this type.
- Default
Select this option if you would like this type to be preselected in lists and to have this type automatically assigned to new users. Even when this option is selected, the default type can be overridden when users are added individually or during batch uploads.
- Action
Links to edit and delete tools.
|
|
 |
|
| Chapter 136. Delete a Company Type |  |
Chapter 138. Add a Company Administration and Contact Type |