Accounts overview

Administrators access accounts from Admin Center. Accounts are organized in a hierarchy that consists of three different levels: subsidiary, partner and customer. Access to each level is inherited downward through the hierarchy. For example, partner administrators have access to all of the customers and settings under their partner account, but they do not have access upwards to the subsidiary account. Similarly, subsidiary administrators have access to all of the partners and customers under their subsidiary accounts. When creating new accounts, many service settings and other settings are inherited from the parent account. If you disable a setting in an account, the setting is also disabled, or even invisible, in the child accounts.

Account activation is inherited downward through the hierarchy. For example, if you deactivate a partner account, all of its customer accounts are also deactivated. Also, if a service is disabled in the parent account, it is not available to its customers.  

Subsidiary accounts

Subsidiary accounts are administrative accounts that Kofax subsidiaries use to manage their own partner accounts.

Partner accounts

Typically, a service bureau uses a partner account to manage documents for many different customer accounts. Partner administrators handle tasks such as:

Customer accounts

A customer account is the final end user whose documents are processed using Kofax AP Essentials. Customer tasks can vary depending on the services they have ordered, but they can include:

If necessary, customer accounts can contain multiple buyers (for accounts payable organizations) and sellers (for accounts receivable organizations).

Account groups

You can organize partner accounts and customer accounts into groups.

Large bureaus that manage many partners can organize partner accounts into groups, which are reflected in the hierarchy of the administration tree-view. You can also group customers in the same way. This makes administration easier because you can create logical groups to keep accounts organized, and you can create administrators that oversee each group.

Customer groups have the additional benefit of being able to define a service plan at the group level. When you create a service plan for a customer group, the usage data (displayed in the Account view) reflects the combined usage of all the member accounts of the group. This makes it easier to identify groups that are approaching or exceeding usage expectations. You can see usage information about each individual account in the Usage summary view.

Learn how to group accounts.

Partner-group administrators cannot create new partner accounts, but customer-group administrators can create new customer accounts.