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Manage resource groups via Kofax TotalAgility

When Kofax AP Agility is first installed, there are two main Invoice Processing resource groups. These groups however, have no permissions assigned by default. As a minimum, specific permissions are required for the various resource groups.

You can configure manual access permissions by following these steps:

  1. Launch the TotalAgility Designer.
  2. On the menu, select System > System settings > Access control list > Capture design.

    The Access control list - Capture design window is displayed.

  3. To add a resource group, click . Editable fields are displayed so that you can add a new user using the following steps.
    1. Click the Name list, select the InvoiceProcessingAgility category, and then select a Group or an Individual.
    2. From the Type list, select the level of permission required for the corresponding user.
    3. Click Add.
  4. Optionally, add Capture design permissions for other groups and individuals.
  5. Click Save.

    The Access control List - Capture design window is closed.

  6. Optionally, repeat the above steps for System > System settings > Access control list > Resource and System > System settings > Access control list > Settings.