Welcome to Kofax Capture Help > Administration > User Profiles > Enabling the User Profiles Feature

Enabling the User Profiles Feature

When you initially install Kofax Capture, the User Profiles feature is disabled, and access to the Administration module is not restricted.

When the User Profiles feature is disabled, users are not required to log in when they launch a Kofax Capture module. As a result, no restrictions are placed on their access to batch classes, modules, or Kofax Capture administrative functions.

With user profiles enabled, all access rights defined in user profiles and group profiles become effective. As a result, users may be prompted for a user ID and password when they start a Kofax Capture module. When they enter the valid information, they are granted access to the module, provided the module is included in their user profile or group profile assignments.

When you enable the User Profiles feature, you may be prompted with a Kofax Capture - Login window the next time you start a module. By default, the Admin user ID appears in the Login window with no password.

Once you have specified a password for any user with administrative rights, you cannot enable the User Profiles feature without first specifying the User ID and password of a user that has access rights to the Administration module. This helps prevent unauthorized users from enabling the feature and inadvertently locking all users out of virtually all Kofax Capture modules.

Important If you set a password for the Admin user and later forget the password (and the Admin user is the only user with rights to the Administration module), you won't be able to turn off User Profiles because you won’t be able to start the Administration module. Because there is no way to recover or reset the password without accessing the Administration module, you must remove and then reinstall Kofax Capture (which resets the Admin password to <blank>). Also, you lose your batch classes and any batches that were in progress when you removed the product.
  1. Start the Administration module.
  2. On the Tools tab, in the Users & Groups group, click Profiles.

    The Kofax Capture Administration - User Profiles window appears.

  3. Select the Enable User Profiles check box and click Save.

    If an Administrator password has been created, the Enable User Profiles window appears.

    If prompted, you must provide the Administrator password.

  4. The User Profiles feature goes into effect for the entire Kofax Capture system.

    The check box must be selected to access the other options on the User Profiles window.

  5. On the User Profiles tab, set up a user profile for each user who requires access to Kofax Capture. See Adding a User Profile.
  6. Set up a group profile for each set of multiple users who require similar permissions and assignments. See Adding a Group Profile.
  7. From the Default user group for new batch classes list, select the group profile that should have access to each new batch class created in the Kofax Capture Administration module. You can select (None).
  8. On the Lockout tab, set lockout restrictions. See User Profiles window - Lockout tab.
  9. Click Save.
    Note As soon as you click Save, all profile assignments associated with the other Kofax Capture modules go into effect. Any assignments associated with the Kofax Capture Administration module become effective when you close the module.
  10. Click Administration.