Welcome > Settings menu > Invoice Processing > Global Settings > Roles and Permissions > Roles and Permissions window

Roles and Permissions window

Use this window to add permissions for the selected KTA Resources user or role so that they can perform Invoice Processing activities.

Important Before you can select one of the KTA Resources, it is necessary to create these resources in Kofax TotalAgility. For more information on creating resources refer to the Help for TotalAgility Designer.

The following settings are available for all organization groups for the selected KTA Resources user.

User

The name of the selected KTA Resources user.

Scan

Select this setting if you want the selected user to use the Invoice Processing Scan Activity.

This setting is cleared by default.

The following settings are available for each organization group.

Org. Group

The name of the organization group.

Validation Activity

If selected, the selected user has permission to process invoices in the Invoice Processing Validation Activity, for the specified organization group.

This setting is cleared by default.

LPR Correction

If selected, the selected user has permission to process invoices in the Invoice Processing Line Pairing Correction Activity, for the specified organization group.

This setting is cleared by default.

PIX Correction Activity

If selected, the selected user has permission to process invoices in the Invoice Processing PIX Correction Activity, for the specified organization group.

This setting is cleared by default.

The following buttons are available at the bottom of the window.

Save

Saves your changes and the window is closed.

Cancel

Cancels your changes and the window is closed.