Enhanced security, Security tokens and roles, Hapter – Kofax TotalAgility User Manual

Page 7: Nhanced, Ecurity

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CHAPTER

2

E

NHANCED

S

ECURITY

The security of customer and internal business data is a business imperative.
Building on the current security capabilities of the product, TotalAgility’s new
Security Token feature enables administrators to control the security of
information by restricting access to individual areas of a form.
For example, access to a section containing salary details could be restricted to
the Finance team. This protects confidential information from unauthorized
access.
In addition, within the Workspace administrators can create security roles, e.g.,
a Finance role, and associate tokens and users with the security roles thus
delivering flexibility in how security is managed.

Security Tokens and Roles

The key steps in creating and associating security tokens for a control are:

ƒ

Create security tokens.










ƒ

Create security roles, e.g. a Finance role, and associate tokens and users with
the security roles. This is completed in the Workspace in the Security Roles
Configuration page.

TotalAgility™ 5 Contents

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