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+ Kavi® Product Basics
+ Kavi® Edit
+ Kavi® Mailing List Manager
- Kavi® Members
- Kavi Members Help
I. Kavi Members Concepts and General Instructions
1. Kavi Members: Member Management for Your Organization's Web Site
2. Managing Companies and Users
3. Purpose
4. Rosters and Directories
5. Logging
6. How to Configure Kavi Members
7. Membership Application and Company Representative Signup
8. Accepted Domains
9. User and Company Privacy Options
10. Access
11. Status, Activation and Deletion
12. Roles
13. Types
14. Company Types
15. Company Admin and Contact Types
16. User Types
17. How to Manage Access
17. Using Membership Type Groups to Set Business Rules
18. Membership
19. Membership Workflow
20. How to Set Up Membership Types
21. How to Issue Membership Bills
22. Membership Renewal
23. Scheduled Email
II. Kavi Members FAQ
24. Kavi Members FAQ
III. Kavi Members Public Area Tools
25. Company Representative Signup
26. Company Membership Application
27. Individual Membership Application
28. Membership Status
29. Review Application
30. Membership Renewal
31. Membership Renewal Form
32. Password Help
33. Create New Username and Password
34. View Access Configuration
IV. Kavi Members User Tools
35. Edit Your Account
36. Change Password
37. Manage Memberships
38. Company Rosters
V. Kavi Members Company Tools
39. Edit a Company
40. Add a User
41. Edit a User
42. Delete a User
43. User Activity History
44. Company Roster
45. Manage Memberships
VI. Kavi Members Directories and Rosters
46. Limit Companies for Rosters and Directories
47. Limit Users for Rosters and Directories
48. Configure Company Directory
49. Configure User Directory
50. Configure Roster
51. Manage Status for Rosters and Directories
52. Edit Text for Rosters and Directories
51. User Data Report
VII. Kavi Members Reports
52. User Addresses
53. Individual Membership Report
53. Run a Report
54. Company Data Report
54. User Activity History
55. Company Addresses
55. User Activity Log
56. Company Activity History
56. Company Membership Report
57. Company Activity Log
58. Full Activity Log
59. Companies Over Time Graph
60. Users Over Time Graph
61. Users and Companies by Type Graph
62. Membership Expiration Over Time Graph
63. Membership by Type Graph
VIII. Kavi Members Admin Tools
64. Add a User
65. Manage a User
66. Edit a User
68. Delete a User
69. Add an Individual Membership
70. Delete an Individual Membership
71. Edit an Individual Membership
72. Renew an Individual Membership
73. Replace an Individual Membership
74. Change Username and Password
75. Change User Status
76. Add User Activity Record
77. Add a Company
78. Manage a Company
79. Edit a Company
81. Delete a Company
80. Edit a Company
82. Add a Company Membership
83. Delete a Company Membership
84. Edit a Company Membership
85. Renew a Company Membership
86. Replace a Company Membership
87. Change Company Status
88. Add Company Activity Record
89. Company Representative Applications
90. Manage a Company Representative Application
91. Individual Membership Applications
92. Manage an Individual Membership Application
93. Company Membership Applications
94. Manage a Company Membership Application
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95. Send Simple Email
96. Send Template Blast to Users
97. Send Template Blast to Company Representatives
98. View Email Schedule
IX. Kavi Members Super Admin Tools
99. Set Organizational Properties
100. Configure Company Representative Signup Options
101. Configure Privacy Options
101. Manage Templates
102. Add Template
102. View Access Configuration
103. Edit Template
103. Manage Roles
104. Add a Role
104. Delete Template
105. Edit a Role
105. View Email Notification Schedules
106. Delete a Role
107. Manage User Types
108. Add a User Type
109. Edit a User Type
110. Delete a User Type
111. Manage Company Types
112. Add a Company Type
113. Edit a Company Type
114. Delete a Company Type
115. Manage Company Administration and Contact Types
116. Add a Company Administration and Contact Type
117. Edit a Company Administration and Contact Type
118. Delete a Company Administration and Contact Type
119. Configure Global Membership Application Options
118. Manage Company Membership Type Groups
119. Add Company Membership Type Group
120. Manage Company Membership Types
121. Add Company Membership Type
120. Edit Company Membership Type Group
121. Delete Company Membership Type Group
122. Edit Company Membership Type
123. Delete Company Membership Type
124. Configure Company Membership Application Options
125. Manage Individual Membership Types
126. Add Individual Membership Type
127. Edit an Individual Membership Type
126. Manage Individual Membership Type Groups
127. Add Individual Membership Type Group
128. Delete Individual Membership Type
128. Edit Individual Membership Type Group
129. Manage Email Schedule
129. Delete Individual Membership Type Group
130. Schedule an Email
131. Edit a Scheduled Email
132. Delete a Scheduled Email
133. Change Scheduled Email Status
134. Manage Email Templates
135. Add an Email Template
136. Edit an Email Template
137. Delete an Email Template
137. Manage Company Administration and Contact Types
138. Upload Data
138. Add a Company Administration and Contact Type
139. Manage Activity Types
140. Add an Activity Type
139. Edit a Company Administration and Contact Type
140. Delete a Company Administration and Contact Type
141. Report Builder
142. Add a Report
143. Edit a Report
144. Delete a Report
145. Change Report Status
146. Change Company Purpose
147. Check Data Integrity
148. Generate Login Keys
149. Delete Logs
148. Manage Company Membership Email Notifications
149. Add Company Membership Email Notification
150. Configure Kavi Members: All Options
150. Edit Company Membership Email Notification
151. Installed Member Directories and Rosters
151. Delete Company Membership Email Notification
X. Appendix
152. Configure Individual Signup and Renewal Options
A. Preparing CSV Files for Upload
B. Predefined Data Fields
153. Manage Individual Membership Email Notifications
154. Add Individual Membership Email Notification
C. Kavi Members Default Roles
155. Edit Individual Membership Email Notification
D. Kavi Members Default Types
156. Delete Individual Membership Email Notification
E. Sample Company Data Files for the Upload Data Tool
F. Sample User Data Files for the Upload Data Tool
158. Manage Company Representative Email Notifications
G. Kavi Members Email Template Variables
159. Add Company Representative Email Notification
G. Kavi Members Template Variables
H. Upload Data Instructions for Add, Edit and Delete Actions
160. Edit Company Representative Email Notification
161. Delete Company Representative Email Notification
E. How Default Email Templates Are Used
F. Kavi Members Index of Tools
+ Kavi® Groups