Kavi® Members Help
The Add a Contact Type tool is used to create a custom Contact Type that can be assigned to a user to classify the way the user represents their company to the organization. Since every user must be assigned to a company, every user must be assigned a Contact Type, too. The types of custom Contact Types your organization needs to add vary according to whether the organization is company-based, individual-based or mixed; the Purpose of the user to whom the Contact Type is to be assigned; and details that are outside the scope of the help documentation, such as the organization's user classification system.
These types may be associated with roles that confer access to Company Area tools and company data. Read the Concepts document Contact Types before using this tool.
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
Provide a name, description and category for the Contact Type you want to add, designate as default or not, and select associated roles in order to confer access privileges on this type. Select whether to allow this type of user to unsubscribe from the general members mailing list or not.
The name of the type.
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.
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.').
- Associated Roles
Select zero or more roles for your new type.
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.
The category assigned to a Contact Type determines how and where that type is displayed on a tool page, and indicates whether the type should be assigned broadly or only to company representatives who hold special positions (e.g., Primary Contact) and require privileged access to company data or company web page content in order to discharge their responsibilities. The categories are: 'General', 'Admin Access' and 'Editor Access'. Types are assigned the 'General' category unless they are associated with roles that confer administrative or editorial access.
A category assigned to types used solely for classification or types associated with roles that confer basic Members Area access.
- Admin Access
Types assigned to this category are displayed in the 'Admin Access' section of the Manage a User tool set to identify them as types that confer administrative access. Contact Types in this category are associated with the 'company_admin' role, which confers access to the Company Admin menu and tools used to manage company data. Types in this category should be assigned only to designated company representatives who are responsible for maintaining their company's data.
- Editor Access
Types assigned to this category are displayed in the 'Editor Access' section of the Manage a User tool set to identify them as types that confer administrative access. Types in this category are associated with editor roles, which confer access to Kavi® Edit tools. Types in this category should be assigned only to designated company representatives who are responsible for maintaining their company's web site content.
- Force Email Subscription
Specify whether users of this type may unsubscribe from the general members mailing list.
- Force Subscription
Select this option to force all users who are assigned this type to subscribe to the general members email list.
- Allow Unsubscribing
Select this option to permit users who are assigned this type to unsubscribe if they wish.
Select this option if you would like this type to be automatically assigned to new users who submit membership applications online. This option is also preselected for users added through the Add a Company tool and applied by default to users added through the Upload Data tool, although administrators can override the default when adding users individually or through batch uploads. It is auto-assigned to users whose assigned Purpose matches the Purposes selected in this tool.