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

Company

Every user must be associated with a company. You can narrow the list of companies displayed in the pulldown list by setting the user's Purpose and clicking 'Show Matching Companies Only'.

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 Kavi® 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.

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 Kavi® 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'