Kavi® Showcase Help

Chapter 70. Automate User Profile Additions

Overview

The Automate User Profile Additions tool is used to select the types of users whose profiles should be automatically added to Kavi Showcase.

Select User Types to determine what kinds of user profiles are created automatically as users are added to the Kavi® Members database. User Types in the General (through membership only) category and General category will be displayed, but if the organization has any User Types in the Admin or Editor categories, these aren't included in the list of available User Types.

Select the Category and State to be assigned to new users by default. For example, a 'Individuals' category could be assigned to new profiles of individual members. If the 'mod_profiles' option is set to 'Yes' in Configure Kavi Showcase, the organization has elected to moderate profiles before they are displayed, so the State should be set to 'Working'.

Note

Once this tool is configured, a new profile is created for every new user that has one of the selected types as the user is added to Kavi Members. This doesn't work retroactively, however. To add profiles for preexisting users, use the Bulk Add Profiles tool.

Use the Automate User Profile Additions tool to:

Set options to determine automatic profile creation for new users.

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How to Automate User Profile Additions

Set options to configure automated user profile creation. When you are finished setting these options, click Save. Your settings will go into effect immediately.

Select

User Types

A list of general User Types is displayed. Select one or more of the available types as desired. If you want to have profiles added for all users in the database, select 'All Users', but be aware that this isn't necessarily restricted to members (i.e., users with the 'Individual Member' Purpose).

Attributes for New Profiles

Set the Category and State attributes to be assigned to new profiles as they are added.

Category

Select a category to be applied to all new user profiles by default.

State

If the 'mod_profiles' option is set to 'Yes' in Configure Kavi Showcase, the organization has elected to moderate profiles before they are displayed so the State is set to 'Working' if the organization wants to allow members to edit their profiles or fulfill prerequisites before profiles are sent for moderation, or 'Pending' if new profiles should be sent straight to the moderation queue.

If 'mod_profiles' is set to 'No', profiles aren't moderated so the state of a new profile is automatically set to 'Approved' as it is added.

Done

Your configuration settings are displayed for you to review. These settings are effective immediately.

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