Use these settings to configure user permissions for the following invoice processing activities.

• Scan

• Validation

• Line Pairing Correction

• PIX Correction

These permissions do not affect the AP Agility workflow activities such as Coding, Approval, Exception, Line Pairing Exception, Hold, and Comment Request. You can configure the user permissions for the AP Agility workflow activities as needed.

Above the table of user permissions are the following settings.

KTA Resources

This is a drop-down list of all user groups and users currently available in Kofax TotalAgility.

If the user or group you want is not listed, you can manage this via Kofax TotalAgility.

Add

Click to add the selected KTA resource.

The Roles and Permissions window is displayed.

Below these settings is a table that shows any configured users. This table has the following columns.

User Name

The name of the user.

Scan

If a user has permissions to use the Scan module, this setting is set to YES. If a user is not able to use the Scan module, the value of this setting is set to NO.

Validation

If a user has permission to use the Validation module, the name of the corresponding organization name is displayed here. Otherwise, the value is NO.

LPR Correction

If a user has permission to use the Line Pairing Correction module, the name of the corresponding organization name is displayed here. Otherwise, the value is NO.

PIX Correction

If a user has permission to use the PIX Correction module, the name of the corresponding organization name is displayed here. Otherwise, the value is NO.

Below the table is the following button.

Edit

Enables you to select a table entry and then make changes. When clicked, the Roles and Permissions window is displayed.