Resource groups

When Kofax AP Agility is installed, several Invoice Processing resource groups are created automatically in Kofax TotalAgility. These resource groups cover the Invoice Processing functionality of Kofax TotalAgility. The resource groups are as follows:

Resource Group

Description

IPA_Administrators

Enables its members to access the Settings menu and configure any Kofax AP Agility Invoice Processing settings.

IPAResourceGroup_Scan

Enables its members to scan documents for document ingestion.

IPAResourceGroup_Validation_<OrgGroupID>

Enables its members to resolve extraction problems via the Invoice Processing Validation activity for documents belonging to the relevant organization group.

Members of this group can also add data required to access the Chinese Golden Tax System when a QR code on a Chinese invoice cannot be read.

IPAResourceGroup_LPRCorrection_<OrgGroupID>

Enables its members to resolve line pairing problems via the Invoice Processing Line Pairing Correction activity for documents belonging to the relevant organization group.

IPAResourceGroup_PIXCorrection_<OrgGroupID>

Enables its members to resolve XML mapping problems via the Invoice Processing PIX Correction activity for document belonging to the relevant organization group.

PIX is not supported if you are running Kofax AP Agility in an Azure environment. As a result, the PIX Correction activity resource groups are not available.

IPAResourcesGroup_ValidationResources

This is a collective group. Members of the following resource groups are granted permission to this collective group automatically:

  • IPAResourceGroup_Validation_<OrgGroupID>

  • IPAResourceGroup_LPRCorrection_<OrgGroupID>

  • IPAResourceGroup_PIXCorrection_<OrgGroupID>

You can manage Invoice Processing resource groups in the Invoice Processing settings using a combination of Organization Groups and Roles and Permissions. However, the administrator can also maintain users and resource groups in Kofax TotalAgility. For more information on managing resources in Kofax TotalAgility, see the TotalAgility Designer Help.