Welcome to Kofax Capture Help > Administration > User Profiles > Adding a Group Profile

Adding a Group Profile

Use this procedure to add a group profile.

Note By default, the group profile called Everyone is built-in, and you cannot remove it.
  1. On the User Profiles window, place your cursor in the Groups list and do one of the following:

    • Click New.

    • Right-click to display the context menu, and select New.

      The Group Profile Properties window appears.

  2. Click the General tab and make the following selections:
    1. Enter a name up to 32 characters for the group in the Name field. The name is required.
    2. Enter up to 80 characters in the Description field.
    3. Select Time out after inactivity in minute(s) if you want group members 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.

      If a user belongs to multiple groups, the maximum timeout value specified for any of the groups is applied.

      Note The timeout setting for a user profile overrides the timeout setting for any group profile that includes the same user.

      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.
    4. Select Allow Administration module access to give the group members access to the Kofax Capture Administration module.
    5. Select Allow user profile management to manage user and group access to user profiles.
    6. Select Allow admin utility usage to give the group members access to various administrative utilities such as the Database Utility.
    7. Select Allow batch editing in Validation and Verification to allow the group members to edit batches in the Validation and Verification modules.
      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 - Queues tab.
    8. Select Allow Batch Manager to edit batches that were granted access rights by a Custom Workflow Agent to allow the group to edit batches in Batch Manager as described.
    9. Select Allow Report Viewer module access to allow the group to access the Report Viewer. The Administrator is permitted to access the Report Viewer module by default.
    10. Select Allow selecting separation method at scan time to allow the group 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 group from the Create Batch window, and the separation method associated with the batch class definition is applied.
    11. 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, these settings are not available in Batch Manager. These compression settings are available only on a remote site.
    12. 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.
    13. Select Allow modification of Scanner Profiles to give the group 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.
    14. Select Allow Batch Manager to edit batch queue and status to allow the group to modify the batch queue or status from the Batch Manager module.
  3. Select the batch classes you want the group to access.
    1. Click the Assigned Batch Classes tab.
    2. On the Available list, select the batch classes, and select the appropriate action (add or remove).
    3. Click OK to save the information without closing the window.
  4. Select the modules you want the group to access.
    1. Click the Assigned Modules tab.
    2. From the Available list, select the modules, and click the appropriate action (add or remove).
  5. Select the members to add to the group.
    1. Click the Members tab.
    2. From the Available list, select each user to add to the group, and select the appropriate action (add or remove).
      Note Each user name on the list represents a user profile.
  6. Click Close.