› Settings menu › Organizations › Organization - Business Units tab › Business Unit: New or Edit › Role Assignments window

Role Assignments window

You can assign the various permissions that are necessary to process documents in each of the activities within Kofax AP Agility, for the selected business unit.

Kofax AP Agility uses the following roles:

  • AP Manager.

    Users with this role have access to invoices on Hold and to Analytics for Kofax AP Agility, if installed.

    Also, if the AP Manager as Approval Manager setting is selected in the Settings > Workflow > General Settings, then users with this role have access to invoices in Approval are also able to reassign these invoices.

  • AP Processor.

    Users with this role can participate in the routing options.

  • AP Approver.

    Users with this role can process documents in the Approval activity for invoices. These users can also view the User Settings menu and configure their own email notification behavior.

    For more information on the User Settings menu and configuring email approval notifications, see the AP Agility Workflow Help.

  • AP Coder.

    Users with this role can process Non-PO invoices awaiting a GL Coding operation.

  • AP Exception Processor.

    Users with this role has access to invoices with an exception. They can also perform invoice cancellation or resolution.

  • AP Contacts.

    Users with this role are selectable as a recipient for the Comment Request operation.

By default, Kofax AP Agility creates new Kofax TotalAgility groups for each role and assigns the default set of permissions.

You can change the role assignments as needed using the following settings:

Setting

Description

Associated Group

Select the Kofax TotalAgility user group from the list for the corresponding Kofax AP Agility role. (Mandatory for each role)

Increase Priority

If selected, members of the corresponding role are able to increase the priority of an invoice. When a user increases the priority of an invoice, the priority value is increased by 10. This value is stored in the Kofax AP Agility database and the value is available for use after the invoice is exported to the ERP system.

Escalate

If selected, members of the corresponding role are able to escalate an invoice. When an invoice is escalated, the invoice is automatically assigned from the current approver to the next approver in the approval hierarchy.

The Escalate setting is available for invoices in the Approval state only.

Reassign

If selected, members of the corresponding role are able to reassign an invoice to an individual user.

Reassign All

If selected, members of the corresponding role are able to reassign all invoices for the selected business unit. This permission is used by Kofax Analytics for TotalAgility only, and is not used in Kofax AP Agility.

Select this setting if you use Kofax Analytics for TotalAgility and you want to include when a user selects an invoice that is assigned to another user or group in a report.

The following buttons are available at the bottom of the page:

Button

Description

Save

Saves changes to the roles.

A message is displayed above the buttons to indicate a successful save or failure.

Close

Closes the Role Assignments window and returns you to the Business Unit: New or Edit window.