Resource group permissions

For the invoice processing functionality of Kofax AP Agility, the IPA_Administrators resource group requires that the following permissions are enabled in TotalAgility Designer.

  • Read/Write access for Resource in TotalAgility Designer Home Page > System Settings > Access Permissions: Resource

  • Read/Write access for Capture Settings in TotalAgility Designer Home Page > System Settings > Access Permissions: Capture

  • Read/Write access for Server Settings in TotalAgility Designer Home Page > System Settings > Access Permissions: Settings

A member of the IPAResourceGroup_Scan resource group only, requires the following permissions in TotalAgility Designer.

  • Reject documents

  • Delete documents

  • Split documents

  • Merge documents

  • Rotate pages

A member of the IPAResourceGroup_Validation resource group only, requires the following permissions in TotalAgility Designer.

  • Reject documents

  • Modify/Read documents

  • All other batch-editing operations

If a user is a member of both IPAResourcesGroup_Scan and IPAResourceGroup_ValidationResources, they require the following permissions in TotalAgility Designer.

  • Reject documents

  • Delete documents

  • Split documents

  • Merge documents

  • Rotate pages

  • Modify/Read documents

  • All other batch-editing operations