Kavi® Members Help
The Manage Company Types tool allows Super Admins to view and manage all Company Types for this site. These include custom Company Types assigned to companies when they acquire company memberships, custom types assigned to staff companies and general custom types created to classify companies in ways that are useful to the organization.
Kavi Members installs two Company Types by default. The Members Area Access Company Type is associated with the 'member' role, which grants access to Member areas of the web site to logged-in users. The Groups Access Company Type is associated with the 'wg_access' role, which grants Kavi Groups access to logged-in users.
The most significant difference between Company Types and other classes of types is the way that roles are conferred through Company Types. A role conferred through a User Type or Contact Type grants access privileges to a specific user. But a role can't be assigned to a company, since a company is actually an abstract entity. Companies can only exercise their membership privileges through users who belong to the company, such as company representatives, staff or administrators. When a Company Type is assigned to a company, any associated roles are inherited by all the users who belong to that company. If a Member Company is assigned the 'Members Area Access' Company Type, the company's representatives inherit the 'member' role on signup. Roles that grant administrative or editorial access are rarely associated with Company Types since it's usually better to assign these privileges to select individuals.
If you aren't familiar with the way that types are used to confer roles that grant access to Kavi Members tools and other areas of the website, see 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, Contact Types and User Types.Back to top
View a list of existing Company Types, plus links to tools to add, edit or delete a Company Type.
View existing Company Types, their descriptions, categories, associated roles and whether they are preselected in the list of types displayed to administrators when adding or editing a company.
Access the Kavi Members Add a Company Type tool so you can add one or more custom Company Types.
Access the Edit a Company Type tool to edit custom or default types.
Access the Delete a Company Type tool to delete a custom Company Type.
The name of the type.
A short textual description of the type.
The category assigned to a Company Type or User Type determines how and where the type is displayed on tool pages. The default categories are: 'General', 'General (with membership only)', 'Admin Access' and 'Editor Access'.
This category is assigned types that are NOT acquired through membership and confer roles that grant no more than a basic level of access (if any). This excludes types that grant administrative or editorial roles.
- General (with membership only)
This category is assigned to types that are acquired only through membership.
- Admin Access
This category is assigned to types that confer roles that grant administrative access. Types in this category should be assigned only to privileged users who need access to the site's Admin Areas and tools.
- Editor Access
This category is assigned to types that confer roles that grant Kavi Edit access.
A list of all roles associated with this type.
Select this option if you would like this type to be automatically assigned to new companies that submit membership applications online. This option will also be preselected for companies added through the Add a Company tool and applied by default to companies added through the Upload Data tool, although administrators can override the default when adding companies individually or through batch uploads. It is auto-assigned to companies whose assigned Purpose matches the Purposes selected in this tool.
Select the Company Purposes for which this type is applicable. This type is only displayed in tools used to manage companies if the company's purpose matches one of the purposes in this column. If this type is auto-assigned, it is assigned to companies with these purposes.
Links you can click if you want to edit or delete a type.