User Profiles

From the Administration module, you can enable the User Profiles feature to manage Kofax Capture access and activity on a user-by-user basis. This is accomplished by setting up accounts or profiles for each Kofax Capture user. Each user profile defines a login ID for the user and specifies the modules and batch classes to which the user is allowed access. The profile also defines the administrative functions to which the user has rights. Additionally, the administrator can set up group profiles to assign access rights to multiple users.

Upon installation, Kofax Capture automatically sets up a user profile called Admin for the administrator. The Admin profile is used to add and edit additional user profiles and group profiles. The administrator can edit the Admin profile, but it cannot be removed. Other administrator users can access the Admin profile and make limited changes to it. By default, the Admin profile does not have a password assigned to it.

Note You have the option of assigning the username and password for the Admin account during installation. For details, see Updating Default Administrator Account During Installation in the Kofax Capture Installation Guide. As another option, you can use the User Profile Properties window in the Administration module to update the username or password for the Admin account after installation. For details, click Help on the User Profile Properties window.

User profiles and group profiles include assignments for the following:

  • User login ID and optional password (user profiles only)

  • Access to batch classes (including independent verification)

  • Access to Kofax Capture modules

  • Group profile membership

  • Access to administrative functions and utilities

  • Permission to delete batches, documents, folders, and pages in standard interactive modules (Batch Manager, Scan, Quality Control, Validation, and Verification).

The implementation of user profiles is an optional feature that is enabled from the User Profiles window.