Kavi® Members Help
The Edit a Contact Type tool is used to edit a default or custom Contact Types 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 uses will 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.
Contact Types may be associated with roles that confer access. The level of access is usually restricted to Company Area tools and company data, but types may confer access to Admin Area tools and organization data (types with Admin Access are generally assigned to staff).
User Purposes and Custom Contact Types
- Individual Member
This Purpose occurs in individual-based and mixed organizations. Many individual-based organizations find that the default 'Employee' Contact Type is sufficient for their needs unless Individual Members are organized by regional chapter or other divisions that have designated representatives. In this case, a "company" is usually added for each division and the organization probably uses a combination of default and custom Contact Types to reflect the positions held by its representatives, and to grant them the roles and access they need in order to fulfill the responsibilities of their position.
- Individual Nonmember
This Purpose occurs in individual-based and mixed organizations that allow nonmembers to acquire accounts. See the previous item on Individual Member for more information.
- Company Representative
This Purpose occurs in company-based and mixed organizations. Company-based and mixed organizations tend to add a Contact Type for each position that can be held by a company representative. These types frequently confer roles to provide the contact with the access they need in order to fulfill the responsibilities of their position. These types generally only confer access to Company Areas and tools used to manage company data.
- Staff Person
This Purpose is added for all organizations by default, but is only used by staffed organizationsf. Staff may be employed directly by the organization or through an external company that provides administrative or other services. Types designed for staff may be associated with roles that confer access to Admin Areas.
Edit the name, description or category for the Contact Type you want to edit, designate this type as default or not, and edit the list of associated roles as desired in order to confer appropriate access privileges on this type. You may also toggle the settings that 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.