What kind of user

General User Types are custom to your organization. They are often unprivileged types i. They may be used to model classifications within the organization that are not directly based on membership, such as geographic region, nonmember liaisons or other types of nonmembers. These User Types are automatically assigned to an Individual Member when the membership becomes current.

In most cases, there is a one-to-one correspondence between a User Type and an Individual Membership Type. In some cases, organizations have a single User Type that corresponds to multiple Individual Membership Types, or several User Types that are assigned through a single Individual Membership Type. User Types assigned through Individual Membership Types are usually associated with roles that confer access privileges, such as the default 'member' role that grants access to Member Areas and tools.

They may also be associated with roles that are unique to your organization's website, such as a 'board' role that might be associated with a 'Board' User Type that is assigned to an individual who acquires a Board membership.

Non-default roles are only needed on sites that have role-protected pages added by Kavi Web developers. The tools in these areas provide access to organization data. Administrators selectively assign these types to staff or other users as necessary. Other default User Types are all privileged administrative or editorial types that confer high-level access to the website e.

These are documented in Default User Types in the Appendix. Unless Kavi Membership is installed on the site, additional User Types may not be needed. In some cases organizations define semantic User Types i. These might be used to classify users by geographic region, market sector, interest category or other attributes that are of interest to the organization.

These types are usually named after the membership types to which they correspond e. This kind of User Type is usually associated with roles conferring general access to the Members area i.

It isn't mandatory for every user to be assigned a User Type, but it is rare to see any who haven't. User Types based on purpose are used to classify individual members, nonmembers, staff and administrators. If the organization allows nonmembers to login, these users need to acquire the 'member' role through a User Type or a Company Type assigned to their company, so they have access to Member Area Tools that allow them to manage their personal account data.

A User Type may be assigned automatically as a user is added to the Pending tables during the membership application or company representative signup process.

When a Super Admin adds users in bulk through the Upload Data tool, the data file may specify one or more User Types, or one may be assigned automatically. If there is a default User Type for a user with this User Purpose, it is is preselected. The administrator may check additional User Types if desired, and may unselect the default. In individual-based organizations or mixed organizations , Individual Members may acquire basic access to the Member Areas of the website through User Types.

If Kavi Membership is installed, Individual Members are assigned types through their membership. In company-based organizations , most users inherit the roles required to access the website through Company Types assigned to their company. This will require an e-mail address to be entered needed for the login and a telephone number needed to receive the SMS for activating IQs. This is a User who, in addition to being assigned a Tag or use of the app, will have access to an account at app.

A super user can view but not modify the details for the Owner, or can create other super users and new app users or users with a Tag. A user can be assigned with a tag, a pin code, digital keys and remote opening permission. The profile needs to be completed before getting digital key and for remote opening. The Offline Access option allows a user to open the doors to which he or she has permissions defined, even when the IQ is offline or disconnected.

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