Accounts overview

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

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

• Administrative activities, such as adding new users and customers.
• Receiving and separating documents to make sure the image quality is acceptable.
• Verifying documents.

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:

• Uploading documents.
• Verifying documents.
• Approving documents.

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

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.