Configure business group

This topic describes how to configure a business group. Here you can learn how to invite, register, or delete a member of your business group.

After you log into Kofax Invoice Portal with your Enterprise account credentials, click the Configure business group button at the bottom of the welcome page.

The displayed Business group > Edit group tab consists of the following sections:

• Enterprise account details

  Here you can find the following information about your current Enterprise account:

  • ID - the unique Enterprise member identification number in Kofax Invoice Portal

  • Name - name of the Enterprise member

  • Country - country where the Enterprise member is registered

  • Contract number - the number of the Enterprise member's contract with Kofax Invoice Portal

  • Contract start date - the start date of the Enterprise member's contract with Kofax Invoice Portal

  • Contract expiration date - the end date of the Enterprise member's contract with Kofax Invoice Portal

  • Prepaid invoice limit - the maximum number of prepaid invoices available to the Enterprise group per the specified time period (month or year) . You can increase the limit by 25% if the corresponding functionality is enabled for this Enterprise group by the system administrator.

  This information is available in read-only mode. Only system administrators can edit this information.

• Configure business group

  This section contains the following elements:

  • Members table - a list of members associated with the business group. It displays the member's unique ID, legal name, country of registration, and current status in Kofax Invoice Portal.

  • Invite member button - click this button to invite an existing Kofax Invoice Portal member to the business group.

  • Register member button - click this button to register a new member with Kofax Invoice Portal

1. In the Configure business group section of the Business group > Edit group tab, click the Invite member button.

2. In the displayed table of Kofax Invoice Portal members, choose the member that you want to invite to the business group and click the Invite member button. Use the filtering options above the table to filter the table contents.

3. You will be redirected back to the Members table of your business group. The invited user should now be visible in the table.

1. In the Configure business group section of the Business group > Edit group tab, click the Register member button.

2. In the displayed Register form, configure the new member. For details, refer to the How to register topic in the Getting started section of the Kofax Invoice Portal Help.

3. You will be redirected back to the Members table of your business group. The registered user should now be visible in the table.

To delete a member from the business group, find this member in the Members table and click the bin icon at the end of the corresponding row.