Kavi Help CenterKavi® Members Help
| Chapter 1. Kavi Members: Member Management for Your Organization's Web Site | ||
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Part I. Kavi Members Concepts and General Instructions | 
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Table of Contents
Kavi Members is the core of a suite of products that support collaborative web sites belonging to technical standards setting organizations and other organizations whose members interact online. Site users login through Kavi Members and navigate to the rest of the web site through centralized account pages. Kavi Members stores and manages company, user and membership data—and all Kavi applications draw on it for contact information and user access management.
Back to topKavi Members controls access to these pages and content based on the user's profile. Some pages are visible to members and other authenticated users, some are visible to company representatives, and some are only accessible by users who fulfill positions of special responsibility for the organization.
- My Account
Every user with an account on the website can access this page to view their own account information. Every instance of the My Account page includes links to tools that allow the account holder to manage their account, including links to tools provided by other applications. Examples include: a link to the Kavi Members "Change My Password" tool, Kavi® Edit's "Pages You Can Edit", and Kavi® Mailing List Manager's "Edit Subscriptions".
- My Company
This page is available to company representatives who have been designated as Primary Contact or Company Admin. It provides links to tools they can use to manage their company's account, including tools available through other applications. Examples include: a link to Kavi Members "Manage Company Roster" tool, Kavi® Showcase's "Manage Profiles", and Kavi® Billing's "Manage Account".
- Reports Home
This page provides links for report administrators from all applications that they can access. Examples include: Kavi Members Reports menu (which has links to all Kavi Members reporting tools), Kavi® Registration Reports Menu, and Kavi Showcase Reports Menu.
- Admin Home
This page provides links for organization administrators from all applications that they can access. Example links provided here include links to the administrative tools for Kavi Members, Kavi® Groups, and Kavi® Commerce.
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Kavi Members stores the names, addresses, phone numbers, and email addresses used by other applications when presenting contact information. However, not all user or company information is shared with other applications. Membership details and custom details tracked about users or companies is only available through Kavi Members tools.
Kavi Groups uses the following information from Kavi Members.
Company Information
Company name is shown on group rosters
User Information
The full name and title are shown on group rosters and associated with any items submitted by that user.
The mailing address and phone numbers can be shown on group rosters.
The primary email address is automatically subscribed to group mailing lists and is the reply-to address used in contact forms.
The secondary email address can be automatically added to the list of accepted posters for a group's mailing list.
The privacy option is used to determine whether groups should automatically hide or show a user's contact information on group rosters.
Kavi Showcase can be configured to automatically create profiles for new members, and information stored in profiles can be linked to the corresponding records in the Kavi Members database and automatically updated when the information in the Members database changes. Kavi Showcase displays the following information from Kavi Members.
Company Information
Company name, URL and mailing address are shown on company profiles
Up to four designated company contacts may also be shown on company profiles
User information
The user's full name and title, mailing address and work phone number may be shown on: user profiles, when the user appears as a company representative on company profiles, and when the user is the contact for a catalog item.
The primary email address is used to determine where to deliver email sent via contact forms
Kavi Billing can be configured to automatically create billing accounts for companies or users with a designated purpose. Kavi Billing displays the following information from Kavi Members.
Company information
The company name is also the name of the billing account for that company.
The company's billing contact (or primary contact if there is no billing contact) is displayed with the company's billing account information.
User information
The user's full name and title, mailing address, work phone number and primary email address are displayed: for that user's billing accounts, and when the user is the billing contact for a company's billing account.
Kavi Members shares user names and email addresses with these applications in addition to those listed above: Kavi Mailing List Manager, Kavi Edit, and some third-party products.
When a Kavi application is installed, it provides any roles and types it requires to Kavi Members. Administrators can then grant this access to users as needed. For example, when Kavi Showcase is installed, it supplies a Showcase Moderator user type to Kavi Members. Organization administrators can then assign Showcase Moderator User Types to users to provide access to Kavi Showcase tools as needed.
For more information, see Roles, Types and Access.
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| Part I. Kavi Members Concepts and General Instructions |  |
Chapter 2. Managing Companies and Users |