User Profile Properties Window - General Tab

Use this window to create and edit user profiles.

Related Tabs

By default, a user profile called Admin is built in to your Kofax Capture installation.

Note If you edit the built-in Administrator user profile, it may impact settings that are dependent on the existing profile, such as add-ons, custom modules, or modules running as services.

User ID

Type the Kofax Capture login name for the user. The field length must be from 3 to 85 alphanumeric characters (or 3 to 128 for non-linked users), and the entry is not case-sensitive. Unicode characters, commas and periods are accepted. The entry is required.

Name

Enter the name of the user. The maximum field length is 32 characters. The entry is not required.

Description

Enter descriptive text such as Scan Operator to describe the user. The maximum length is 80 characters. The entry is not required.

Password

Enter a password. 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.

Confirm Password

Enter the password again (if applicable).

Time out after inactivity in minute(s)

Select this check box 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.

Allow Administration module access

Select the check box to allow access to the Administration module.

Allow user profile management

Select the check box to allow user and group access to user profiles.

If Allow Administration module access is not selected but Allow user profile management is selected, the user launching the Administration module goes directly to the Kofax Capture Administration - User Profiles window. If Allow Administration module access is selected and Allow user profile management is not selected, the user goes directly to the Administration module with no access to user profiles.

Allow admin utility usage

Select the check box to allow access to administrative utilities such as the Database Utility.

Allow batch editing in Validation and Verification

Select the check box to allow batch editing in the Validation and Verification modules.

Note Selecting the check box only grants editing rights. To select batch editing for the Validation and/or Verification modules, you must also select the Allow batch editing check box for those modules from the Validation/Validation Properties window. To access the Validation/Verification window, click Validation or Verification on the Selected Queues list on the Batch Class Properties - Queues tab, and then click Properties.

Allow Batch Manager to edit batches that were granted access rights by a Custom Workflow Agent

Select the check box to allow batch editing in the Batch Manager module for batches that are assigned access rights by a custom workflow agent.

Allow Report Viewer module access

Select the check box to allow access to the Report Viewer. The Administrator is permitted to access the Report Viewer module by default.

Allow selecting separation method at scan time

Select the check box 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 from the Create Batch window, and the separation method associated with the batch class definition is applied.

Allow modification of RSA compression settings

Select the check box 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, these settings are not available in Batch Manager.

Allow RSA to run interactively

Select the check box 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.

Allow modification of Scanner Profiles

Select the check box to give the user access to scanner profile and 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.

Allow Batch Manager to edit batch queue and status

Select the check box to allow the user to modify the batch queue or status from the Batch Manager module.

Allow deletion of

Select the check box and then select one of the options from the combo box:

  • Batches, folders, documents and pages

  • 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 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.
Important By default, this option is selected for the Everyone group.