Adding a User Profile
Use the User Profile Properties window to add a user profile.
Adminis built-in, and you cannot remove it.
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On the
User Profiles window, place your cursor in the
Users list and do one of the following:
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Click New.
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Right-click to display the context menu, and select New.
The User Profile Properties window appears.
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On the
General tab, make the following selections:
- Enter the Kofax Capture user login name in the User ID field. The field length must be from 3 to 85 alphanumeric characters (or 3 to 128 for non-linked users). Unicode characters, commas and periods are accepted. The entry is not case-sensitive.
- Enter up to 32 characters for the name of the user in the Name field.
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Enter a description (such as
Scan Operator
) up to 80 characters. The entry is not required. - Optionally enter a password for the user in the Password field. The field length must be from 4 to 14 alphanumeric characters, and the entry is case-sensitive. Unicode characters are accepted, along with the following special characters: Comma, period, exclamation point, ampersand, pound sign, dollar sign, percentage sign, slash, and question mark. The entry is not required.
- Enter the password again, if applicable.
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Select
Time out after inactivity in minute(s) if you want the user to be logged
out of
Kofax Capture
automatically after a specified period of inactivity. Then set the number of minutes that should elapse before the
automatic logout occurs. The maximum value is 1440 minutes (24 hours). The default setting of 3 minutes for a new profile is
inherited from the Everyone group; if you change the default setting, it overrides the value set for the Everyone group.
Before the automatic logout occurs, a reminder message appears. If user activity is resumed before the specified time out interval, the working session is extended and the automatic logout does not occur.
The timeout setting applies to any Kofax Capture module that the user is running, along with the Separator Sheet Utility, Report Viewer, XML Import Connector, and the Database Utility. The timeout setting does not affect modules running as services or the Kofax License Utility.
Note The timeout setting for a user profile overrides the timeout setting in any group profile that includes the same user. - Select Allow Administration module access to give the user access to the Administration module.
- Select Allow user profile management to give the user the ability to add or user profiles.
- Select Allow admin utility usage to give the user access to various administrative utilities, such as the Database Utility.
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Select
Allow batch editing in
Validation
and
Verification to allow the user to
edit batches in the
Validation
and
Verification
modules.
Note Selecting this option only gives editing rights to the user. To actually enable batch editing for the Validation and/or Verification modules, you must also enable the
Allow batch editing
option for those modules from the Queues tab in the Batch Class Properties window. - Select Allow Batch Manager to edit batches that were granted access rights by a Custom Workflow Agent to allow the user to edit batches in Batch Manager as described.
- Select Allow Report Viewer module access to allow the user to access the Report Viewer. The Administrator is permitted to access the Report Viewer module by default.
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Select
Allow selecting separation method at scan time to allow the scan operator
to use the
Create Batch window to select a separation method that overrides the one set for the batch
class definition. The list of available separation methods on the
Create Batch window includes only those that can be applied at scan time.
If this check box is not selected, the separation profile selections are not available to the scan operator on the Create Batch window, and the separation method associated with the batch class definition is applied.
- Select Allow modification of RSA compression settings to allow access to the Image Compression and XML Compression settings on the Remote Site tab in Batch Manager. If this check box is not selected, the settings are not available in Batch Manager. These compression settings are available only on a remote site.
- Select Allow RSA to run interactively to run the Remote Synchronization Agent (RSA) interactively at remote sites. If this check box is not selected, the RSA is run only as a service, and the Activate RSA button in Batch Manager is not available.
- Select Allow modification of Scanner Profiles to give a user access to scanner profile and scan source settings. If this check box is not selected, the scanner profile and source settings in the Administration, Scan, Quality Control, or custom scan modules are not available for editing.
- Select Allow Batch Manager to edit batch queue and status to allow the user to modify the batch queue or status from the Batch Manager module.
- Select Allow deletion of and then select one of the options from the combo box:
- Batches, folders, documents and pages (default)
- Folders, documents and pages
- Documents and pages
- Pages only
For this option to come into effect for the Validation and Verification modules, select Allow batch editing in Validation and Verification.Note Selecting this option only gives editing rights to the group. To actually enable batch editing for the Validation and/or Verification modules, you must also enable the Allow batch editing option for those modules on the Batch Class Properties Window - Queues Tab.If this option is not selected, the Delete option is not active and grayed out in all user interfaces for batches, documents, folders, and pages. In the scenario when the user still has this option available (for example, using custom panels) and attempts to delete a batch, document, folder or pages, an error message is displayed and the action is not performed.
By default, this option is selected for the
Everyone
group. -
Select the batch classes to which you want the user to have access. You can do this later.
- Click the Assigned Batch Classes tab.
- From the Available list, select the batch classes, and select the appropriate action (add or remove).
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Select the modules to which the user has access.
- Click the Assigned Modules tab.
- On the Available list, select the modules, and select the appropriate action (add or remove).
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Select the groups to which you want the user to belong. You can do this later.
- Click the Group Members tab.
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On the
Available list, select each group that you want to add, and select the appropriate action (add
or remove).
Note Each group name on the list represents a group profile. For details on setting up group profiles, see Adding a Group Profile.
- Click Close.