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Manage Invoice Processing users

For Invoice Processing, you can manage users in two ways.

  1. Add users via Invoice Processing

  2. Add users with Kofax TotalAgility resources

Use the Kofax TotalAgility resources if you use Windows authentication or if you are using Kofax AP Agility in an Azure environment.

In order to configure individual access, it is first necessary to set up your organization and organization group, and then the individual user entries. This can be done via the Settings > Invoice Processing > Global Settings > Roles and Permissions or through Kofax TotalAgility resources.

By default, only members of the IPA_Administrators and APA_Administrators resource groups have access to the Settings menu and the Invoice Processing settings. This prevents unauthorized users from changing any configuration settings. The IPA_Administrators and the APA_Administrators resource groups are configured in Kofax TotalAgility. For more information, see the TotalAgility Designer Help.

You can manage Invoice Processing users within Kofax AP Agility by performing the following tasks.

Alternatively, you can manage Invoice Processing users in Kofax TotalAgility by performing the following task.