There are two types of administrators in Kofax AP Essentials, each with different capabilities and responsibilities:

  • Partner admin - responsible for setting up the system and configuring settings on the partner and customer level. Partner administrators can also run reports, assist with problem invoices and perform other activities. As a partner, you are the acting administrator for your customers. It is your responsibility to set up and maintain accounts for customers.

    Partner admin tasks include:

  • Customer admin - restricted to a reduced set of tasks and settings on the customer level. As a customer administrator, it is your responsibility to maintain settings for your users.

    Customer admin tasks include: