Configure business group
This topic describes how to configure a Partner business group. Here you can learn how to invite, register, or delete a member of your business group and how to add a partner to your business group.
After you log into Kofax Invoice Portal with your Partner account credentials, click the Configure business group button at the bottom of the welcome page.
The displayed tab consists of the following sections:
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Partner account details
Here you can find the following information about your current partner account:
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ID - the unique partner identification number in Kofax Invoice Portal
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Name - name of the partner
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Country - country where the partner is registered
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Contract number - the number of the partner's contract with Kofax Invoice Portal
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Contract start date - the start date of the partner's contract with Kofax Invoice Portal
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Contract expiration date - the end date of the partner's contract with Kofax Invoice Portal
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Prepaid invoice limit - the maximum number of prepaid invoices available to the partner per the specified time period (month or year) . You can increase the limit by 25% if the corresponding functionality is enabled for this Partner user by the system administrator. If the corresponding functionality is not enabled, you can send a request to system administrators to increase the limit.
This information is available in read-only mode. Only system administrators can edit this information.
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Configure business group
This section contains the following elements:
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Members table - a list of members associated with the partner's business group. It displays the member's unique ID, legal name, country of registration, and current status in Kofax Invoice Portal.
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Invite member button - click this button to invite an existing Kofax Invoice Portal member to the business group.
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Register member button - click this button to register a new member with Kofax Invoice Portal
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Partners of business group table - a list of partners of the business group. It displays the partner's unique ID, name, country of registration, and contract number.
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How to invite a member
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In the Configure business group section of the tab, click the Invite member button.
- In the displayed table of Kofax Invoice Portal members, choose the member that you want to invite to your business group and click the Invite member button. Use the filtering options above the table to filter the table contents.
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You will be redirected back to the Members table of your business group. The invited user should now be visible in the table.
How to register a member
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In the Configure business group section of the tab, click the Register member button.
- 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.
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You will be redirected back to the Members table of your business group. The registered user should now be visible in the table.
How to delete a member
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.
How to add a partner
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In the Configure business group section of the tab, navigate to the Partners of business group section and click the Add partner button.
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In the displayed Edit partner account form, configure the new partner's account settings.
You can either create a new user for this account or add the existing one by entering the user's email in the pop-up dialog window when you click the Add existing user button.
When you specify the contract details, you can use the contract of the current partner as parent contract by selecting the Use parent contract check-box.
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Click the Save button to save the configuration settings. You will be redirected back to the Partners table of your business group. The new partner should now be visible in the table.