Kavi Help CenterKavi® Showcase Help
| Chapter 71. Bulk Add Profiles | ||
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Part VI. Kavi Showcase Super Admin Tools | 
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Table of Contents
The Bulk Add Profiles tool is used to manually create new profiles as needed. Kavi Showcase is usually configured to automatically create profiles as new members are added to the Kavi® Members database, but this feature works only on new members—it doesn't include members who were added to the Kavi Members database before Kavi Showcase was installed or who were assigned a type that wasn't eligible to have a profile automatically created at the time that they were added.
Choose the Company Types or User Types for which you wish to create new profiles. Only types in the 'General (assigned through membership)' category are displayed.
Set the State and Categories to be automatically assigned to profiles as they are added. If this site doesn't moderate profiles, the state of each new profile is automatically set to 'Approved'.
Profiles can be added for active or inactive members, or both.
Back to topSet options to determine which profiles are added and what state and categories are assigned to the new profiles. Click 'Select' to go to the next step where you can preview the members for whom profiles will be added.
- Company Types
A list of general Company Types is displayed if your site supports company profiles. Select one or more of the available types as desired. If you want to have profiles added for all companies in the database, select 'All Companies', but be aware that this isn't necessarily restricted to member companies (i.e., companies with the 'Member' Purpose).
- User Types
A list of general User Types is displayed if your site supports user profiles. 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).
- Member Status
This is the status of the member for which the profile will be created. This value is usually set to 'Active' to select only active members, but if you need to add profiles for inactive members, set this to 'Inactive'. To add profiles for members irregardless of status, leave both checkboxes set to the default (i.e., unselected).
- Attributes for New Profiles
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Set State and Category attributes to be assigned to new profiles as they are added.
- State
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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' to give the member an opportunity to review and edit the profile before sending it for moderation, or 'Pending' if the new profiles should go 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.
- Category
Select a category to be applied to all new company profiles by default.
- Notification
This is prefilled with your Kavi Showcase default administrative email address, but you may edit the value in the text box to send the results to a different address.
If the list looks correct, click 'Add Profiles'. It may take some time for all the new profiles to be added. Once all the new profiles have been added, an email is sent to the email address specified at the bottom of the page.
You've just added new member profiles to your Kavi Showcase! New profiles that meet all the conditions for display (i.e., they are 'Active', in an 'Approved' state and set to display publicly) are now retrievable through searches.
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| Chapter 70. Automate User Profile Additions |  |
Chapter 72. Bulk Delete Profiles |