Add Kofax TotalAgility Resources for Invoice Processing
You can add a user based on a Kofax TotalAgility resource by following these steps:
- Log on to the Kofax AP Agility Workspace as a user with Administrator permissions.
-
On the menu, select
.
The Invoice Processing page is displayed.
- Click Global Settings.
- Click Roles and Permissions.
-
From the
KTA
Resources list, select the role that you are configuring and then click
Add.
The role must first exist in Kofax TotalAgility. Refer to the TotalAgility Designer Help for more information on adding user and roles.
The Roles and Permissions window is displayed.
- Select Scan if you want the specified user to have permissions to scan invoices for all organization groups.
- For each organization group listed, select whether the user can access Validation (Validation activity), LPR Correction (Line Pairing Correction activity), or PIX Correction (PIX Correction activity).
-
Click
Save.
The entry is added to the list of resources with a list of organization groups for each activity. If a user has permissions for multiple organization groups, the organization names are displayed in a comma-separated list.
- Optionally, repeat these steps for other Kofax TotalAgility resources.