Kavi® Members Help
This version of the Edit a User tool is available through the Manage a Company Representative Application and Manage an Individual Membership Application tools. It allows administrators to view and edit user information that is stored in the Pending tables, including the user's company, personal and contact information, and privacy preferences.Back to top
Information about this user that is currently stored in the pending applications database is displayed. Edit the information as desired and click Save.
Depending on site configuration and User Purpose, you may not see all of the following fields.
|Activity Note||Add an Activity Note to this user's record for future reference. Once created, these notes cannot be edited, and are viewable through the User Activity History, which is accessible through Admin Area Tools and Report Area Tools. Company administrators can view a version of the User Activity History that doesn't include the Activity Notes. Only organization administrators can view Activity Notes.|
|Address||Your organization may collect a mailing address or other address. For information on how addresses are used in Kavi Workspace, see the Concepts document on Addresses.|
|Admin User Types||A list of administrative User Types assigned to this person. Admin User Types confer administrative roles that provide access to Admin Area or Reports Area tools.|
|Billing Account Information||This section is displayed if your organization has Kavi Membership with Kavi Billing installed and this user is an Individual Member. Contact information that has already been entered may be used, or you may select 'Enter different information:' to have fields are displayed so you can enter Billing Account Information.|
|Company Name||The name of the company to which this user belongs. The company name is a clickable link you can use to view and manage company information.|
|Contact Information||This user's Contact Information, including full name, preferred title (e.g., Dr., Ms., Mr.), primary and alternate email addresses, phone and fax numbers. This section may also include a mailing address or other addresses.|
|Contact Types||A list of any Contact Types assigned to this user. A Contact Type defines how the user represents their company to the organization. Privileged Contact Types, such as Primary Contact, may confer roles that provide access to the Company Admin Area, Kavi Edit access, etc.|
|General Types||A list of general User Types assigned to this person. General User Types are used to categorize users but are unlikely to confer roles and access.|
|Last Login Date||A time stamp updated the last time the user logged into the website.|
|Last Modified||A time stamp updated the last time the user's information changed.|
Available privacy preference options depend on your organization's policies and web site configuration.
The following options may be available:
|Primary Email Address||This user's primary email address. This is the address under which the user will appear on lists and rosters. If this organization enforces accepted domains, this will be a company email address.|
|Purpose||The Purpose assigned to this user (e.g., 'Company Representative', 'Individual Member', 'Individual Nonmember', 'Staff'). Purpose determines what data is tracked for this user, how access is granted, and the way that the user is managed in the system.|
|Roles||A list of any roles (e.g., 'member', 'wg_access', etc.) in this user's role cache. A user can acquire roles by being assigned Contact Types or User Types, or may inherit roles through Company Types assigned to their company. There may be multiple copies of the same role in a user's role cache if the role is associated with more than one type|
|Secondary Email Address||This user's alternate email address, if this organization supports the use of secondary email addresses|
|Status||This value is either 'active' or 'inactive'. An active user is displayed in rosters and directories and can login (assuming the user has the necessary types and roles). An inactive user cannot login, is usually hidden from rosters and directories, and does not receive all the email or mailing list messages that would be sent if the user were active.|
|Types Granted through Membership||General User Types assigned to this individual through membership. These User Types are used to categorize Individual Members and frequently confer roles that grant access to Member Areas of the website.|
|View Access Configuration||
Click this for an overview of all the User Types, Contact Types and Company Types in use on your website. This page also shows which roles are conferred through each type.
If Kavi Membership is installed, Company Membership Types are shown with their related Company Types, and Individual Membership Types are shown with their related User Types.
You have just edited this user's information and the changes have been committed to the pending tables in the database.