KaviŽ Members Help

Chapter 49. Add a User

Overview

Depending on site configuration, privileged company representatives such as Company Admins and Primary Contacts may be able to use the Add a User tool to add representatives for their company. If you are a Company Admin and this tool is not available to you, you will have to refer the user to the online application forms or contact your Organization Admin when a company representative needs to be added.

Use the Add a User tool to:

Add a company representative.

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How to use the Add a User tool

Use the options displayed on the forms to add information about your new company representative.

User Info

Add information about this individual, including this user's personal and contact information.

Most options are self-explanatory, but those that may not be include:

Personal Info

Enter the user's name and title exactly as it should appear on the company roster (depending on your organization's privacy policy and the user's privacy preference settings), in any KaviŽ Groups in which the user participates and other dynamic lists.

Contact Information

Enter email and phone contact information.

Note

Depending on site configuration, an email address may not be required. However, unless a valid primary email address is provided, the user will not be able to receive login information or other email notifications automatically.

Contact Types

Assign Contact Types to this user based on this user's relationship to the company and any special positions they hold with respect to the organization, such as 'Primary Contact'. Types that would ordinarily be auto-assigned on signup are preselected.

Preferences

Available privacy preference options depend on your organization's policies and web site configuration.

The following options may be available:

Receive Members Email

If this is set to 'No, do NOT send general members email', this user will be unsubscribed from the Members@(your site domain.org) email list and can be excluded from template-based email tools. Administrators may take this user's preferences into account when sending other kinds of communications.

Note

This setting does NOT affect other mailing lists or contact options on this site, including those in KaviŽ Groups.

Privacy Option

If set to 'Yes, share information', user information will be displayed on the roster.

If set to 'No, do NOT share information', this user's information or entire account can be hidden, depending on the site configuration. Selecting this setting has the following effects:

  • Removes (or partially hides) this user from a roster of people from the same company available to this company

  • Removes (or partially hides) this user from membership rosters and directories

  • In Kavi Groups, sets 'Display my address and phone number in addition to my name and email address' to 'No'

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