Kavi Help CenterKavi® Members Help
| Chapter 88. Edit a Company | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Edit a Company tool allows administrators to edit information for an existing company, including company contact information and privacy options.
Note
This tool is not used to edit a company's memberships. If this is what you would like to do, return to the Membership section of the Manage a Company page.
Edit information for a company that already exists in the Kavi Members database.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. When you are finished setting the search criteria, press Search. For faster searches, set multiple search criteria to retrieve a narrowed set of results. When multiple search fields are set, the results only include companies that match all search criteria. If your search doesn't retrieve the results you need, use the Back button to return to the search step and reset the search parameters to retrieve a slightly larger set of records (e.g., search by partial name instead of full name). To view all available companies, you may leave all search fields set to their default values, but searches that retrieve a large number of records are inherently slower than searches that retrieve a small number of records.
Options:
- Company
Enter a full or partial value for the company name. The search has partial match capabilities, so if you've entered the full name and didn't retrieve the information you seek, try entering a partial name to account for differences in spelling, abbreviations, punctuation, etc.
- Current Status
Set this value to search for companies with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive companies.
- Purpose
Set this value to search for companies with a specific purpose. If set to the default, 'Any Purpose', the search results will return companies with any 'Purpose'.
- Company Type
Set this value to search for companies with this specific type, or use the default value 'All Company Types' to retrieve all types of companies.
The results of your search are displayed. Select the company you want and click the Select button.
This page allows you to edit general information about the company, including purpose, name and address, and privacy preferences. Most options are self-explanatory.
Options that may not be self-explanatory include:
- Purpose
This company's purpose. This can include 'Member Company' or 'Staff Company'. If this is a mixed or individual-based organization, the list of purposes also includes 'Company for Individual Members'. 'Nonmember Company' appears if nonmember tracking is enabled. For more information see Company Purposes.
- Company Name
Enter the company's full name as it should be printed on a roster or mailing label.
- Company URL
Enter the full, official URL for this company, including the prefix http:// (e.g., http://www.example.com).
- Image or Logo
Add a company image or logo. If Kavi® Showcase is installed, this graphic will be part of the information from the Kavi Members database used to populate the company profile.
- Preferences
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Depending on organization policies, these privacy options may or may not be displayed.
- Privacy Option
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This option controls whether a Company Roster will be available for this company.
Note
This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
If set to 'Yes, share information', a roster of this company's users will be available on the Company Roster page.
If set to 'No, do NOT share information', a roster of this company's users will not be available on the Company Roster page.
- Show on Signup
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This option controls whether the company will or will not be displayed on the Company Representative Signup form.
If set to 'Yes, show on signup', this company will be displayed in the pulldown list that company representatives use to select their company.
If set to 'No, do NOT show on signup', this company will not be displayed in the pulldown list that company representatives use to select their company.
Available options depend on site configuration and the purpose of the company you are adding.
Options:
- Administrative Details
Company and membership information is displayed for you to review.
- Types and Access
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Company and membership information is displayed for you to review.
- Types Granted through Membership
A list of Company Types assigned to this company through their Company Membership Type. One or more of these Company Types conveys Members Area Access.
- General Company Types
Assign one or more General Company Types as appropriate. General types are assigned to classify companies, and don't confer any roles or access privileges, but they can be used to retrieve all companies that have been assigned this type (i.e., 'Adopter', 'Pacific Northwest', etc.).
- Administrative Access
Company Types that convey Admin access are rare. If there are any of these on your website, they are probably only available to Staff Companies.
- Editorial Access
Company Types that convey Admin access are rare. If there are any of these on your website, they are probably only available to Staff Companies.
- Company Representative Signup
- Show on Signup form
Select whether this company is to be included in the companies listed on the Company Representative Signup form.
- Accepted Email Domains
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Enter a complete set of accepted domains for this company. A company's email domain is based on the domain of the company's URL, and appears in company email addresses following the @ symbol (e.g., username@example.com). The list of accepted domains provided by a company should include all the domains that may be used by users signing up as company representatives. Users whose domains are not included in this list will not be able to signup until the domain is added. In domain matching, subdomains such as 'research.example.com' match 'example.com', so as long as 'example.com' is on the list of accepted domains, it is not necessary to include subdomains.
For more information, see Accepted Email Domains.
- Activity Note
Add a note to this company's record. This note is only visible to administrators with Reports Area access, where it can be viewed using the Company Activity History tool.
This page displays a list of scheduled email generated by actions you've just initiated through this tool. Each scheduled email is listed by name. This list doesn't include scheduled email for other applications that may be installed, such as Kavi Billing or Kavi Showcase.
By default, each email in the queue is set NOT to go out. If you want to send this email, set the 'Send Email' option to 'Yes, send this email.', then review the message and edit if desired. When you press the Send Selected Email button, the email you selected will go out immediately. Any message you opted not to send will be suppressed, so you may need to manually generate a message at a more appropriate time through the Send Template Blast to Company Representatives or Send Template Blast to Users tools. The email templates used for scheduled email listed here are available to you when generating manual email blasts through these tools.
To identify the template used to generate this email, go to the View Email Schedule tool and find the value in the 'When' column that most closely resembles the heading here. The name of the template used for that scheduled email is displayed in the 'Template' column.
Fields:
- Email template
The email template on which this email is based. The default template is preselected in the pulldown list. If you wish to use a different template, select your preferred template in the pulldown list and click 'Change Template'.
- To:
The recipient(s) to whom this email is sent.
- Cc:
A list of email addresses, aliases or contacts that will be cc'd when this email notification is sent.
- From
An email address identifying the sender of this email. This field is usually prefilled with an administrative alias in the general format of 'admin@your_domain.org'.
- Subject
The text that appears on the subject line of the email.
- Body
The body stores the contents of the email message. This is prefilled with information that you may edit before sending the message.
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| Chapter 87. Manage a Company |  |
Chapter 89. Edit a Company—Manage Applications Tools |