Welcome > Settings menu > Invoice Processing > Global Settings > Organization Groups

Organization Groups

Use these groups to manage permissions for the following Invoice Processing activities.

  • Scan Activity

  • Validation Activity

  • Line Pairing Correction Activity

  • PIX Correction Activity

Permissions for the above Invoice Processing activities are set at the organization group level, rather than on the organization itself.

This means that you can be as granular as you want with your organizations and their Invoice Processing permissions. You can create a single organization group that is used by all organizations, create an organization group for each organization, or any combination in between.

The user management for the AP Agility Workflow activities including the Coding Activity, the Approval Activity, the Exception Activity, the Line Pairing Exception Activity, the Hold Activity, and the Comment Request Activity, is managed in Kofax TotalAgility.

These settings are independent of both an organization and a profile.It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.

Important Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following column settings are available.

Group ID

A read-only unique identifier that is created for the system when an organization group is created.

Group Name

The name of the organization group.

Used in Organizations

If the group is used in Organizations, the value for this setting is YES. Otherwise, the value is NO.

When the value is set to YES, the Delete button is disabled. This is because it is not possible to delete an organization group that is used by one or more organization.

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

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click this button to open the Organization Group - Edit window.

Add

Adds an entry to the table.

Click this button to open the Organization Group - New window.

Copy

Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.

Click to make a copy of the selected table entry and open the Organization Group - New window.

Delete

Click to remove the selected organization group from the table. The Used In Organizations value must be set to NO before deleting an organization group.