Although individual users must be added in Kofax TotalAgility, it is possible to manage their permissions via the following settings:

• Settings > Invoice Processing > Global Settings > Organization Groups

• Settings > Invoice Processing > Global Settings > Roles and Permissions

These settings enable you to use resources that another user has created in Kofax TotalAgility and provide the necessary Invoice Processing permissions in Kofax AP Agility.

You can manage users via the Invoice Processing settings as follows:

• Add Kofax TotalAgility Resources for Invoice Processing

• Edit an existing user