Kavi® Members Help
The Add a User Type tool allows Super Admins to create custom User Types for this site. These types include custom User Types designed to be assigned to users when they acquire individual memberships, privileged default and custom User Types that confer administrative or editorial roles and privileges, and general custom types created to classify users in ways that are useful to the organization.
The Concepts documents include a chapter on User Types that you should read before creating a User Type for the first time.
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.
If you want to add types to be assigned specifically to member company representatives or staff companies, use the Manage Contact Types tool.
Provide a name, description and category for the User Type you want to add, designate this type as default or not, and select any roles that should be conferred through this type.
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 Company Type or User Type determines how and where the type is displayed on tool pages. The categories are: 'General', 'General (with membership only)', 'Admin Access' and 'Editor Access'.
If you are adding or editing a type and aren't sure how to categorize it:
If the type is assigned through membership, it belongs in the category 'General (with membership only)'.
If the type isn't assigned through membership and confers roles that grant Admin Area or Reports Area access, it belongs in the category 'Admin Access'.
If the type isn't assigned through membership and confers roles that grant Kavi Edit privileges but not Admin Area privileges, it belongs in the category 'editor'.
If the type isn't assigned through membership and doesn't confer roles that grant Kavi Edit access or access to Admin Areas and tools, it belongs in the category 'General'.
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.
The User Purposes to which this type is applicable. This type is only displayed in tools used to manage users if the user's purpose matches one of the purposes in this column. If this type is auto-assigned, it is assigned to users with these purposes.