SMACC Default User Roles
Each user must have at least one role assigned to work with the SMACC tool. It is possible to use roles prepared by SMACC.
Note: You can also create your own roles, for more information please read the article “Creating a new role”.
Overview Default Roles and Rights
Viewing permissions
| Owner | Accountant | Approver | Reader | Payment Manager | Delete documents* | Reset documents* |
|---|---|---|---|---|---|---|
| Dashboard | yes | yes | yes | yes | - | - |
| Documents / In Correction | yes | yes | yes | no | - | - |
| Document / My Tasks | yes | yes | yes | yes | - | - |
| Document / Overview | yes | yes | yes | yes | - | - |
| Document / Delete | yes | yes | yes | yes | - | - |
| Payment runs / All Liabilities | yes | no | no | no | - | - |
| Payment runs / My Payment runs | yes | no | no | no | - | - |
| Payment runs / All Payment runs | yes | no | no | no | - | - |
| Payment runs / Archived Payment runs | yes | no | no | no | - | - |
| Supplier | yes | yes | yes | yes | - | - |
| Messages | yes | yes | yes | yes | - | - |
| Data Export | yes | yes | no | no | - | - |
| Approvals overview | yes | no | no | no | - | - |
| Client / Company | yes | no | no | no | - | - |
| Client / Chart of accounts | yes | yes | no | no | - | - |
| Client / User | yes | no | no | no | - | - |
| Client / Approval Groups | yes | no | no | no | - | - |
| Client / Roles | yes | no | no | no | - | - |
| Client / Document access | yes | no | no | no | - | - |
| Client / Notifications | yes | no | no | no | - | - |
| Client / Alias | yes | no | no | no | - | - |
| Client / Approval processes | yes | no | no | no | - | - |
| Client / Custom fields | yes | yes | no | no | - | - |
| Client / Workflow e-mails | yes | yes | yes | no | - | - |
| Client / SFTP Accounts | yes | no | no | no | - | - |
| Client / Integrations | yes | no | no | no | - | - |
| Client / Supplier | yes | yes | no | no | - | - |
| Mandant / Rules | yes | yes | no | no | - | - |
| User Profil | yes | yes | yes | yes | - | - |
| View invoice in general | yes | yes | yes | yes | - | - |
| Invoice / All data | yes | yes | yes | yes | - | - |
| Invoice / Accounting | yes | yes | yes | yes | - | - |
| Invoice / Comments | yes | yes | yes | yes | - | - |
| Invoice / History | yes | yes | yes | yes | - | - |
Authorized to
| Owner | Accountant | Approver | Reader | Payment Manager | Delete documents* | Reset documents* |
|---|---|---|---|---|---|---|
| Approve invoice | yes | yes | yes | yes | - | - |
| Reject invoice | yes | yes | yes | yes | - | - |
| Forward invoice | yes | yes | yes | yes | - | - |
| Delete invoice | yes | yes | no | no | yes | - |
| Download invoice | yes | yes | yes | yes | - | - |
| Print invoice | yes | yes | yes | yes | - | - |
| Reset invoice | yes | yes | no | no | - | yes |
| Invoice accounting | yes | yes | no | no | - | - |
| Prioritize and mark invoices | yes | yes | yes | no | - | - |
| Invoice fill individual fields | yes | yes | no | no | - | - |
| Edit invoice in correction | yes | yes | yes | no | - | - |
| Write invoice commantar | yes | yes | yes | yes | - | - |
| Comment without reference | yes | yes | yes | yes | - | - |
| Edit supplier master data | yes | yes | no | no | - | - |
| Create new supplier | yes | yes | no | no | - | - |
| Create payment run | yes | no | no | no | - | - |
| Edit payment run | yes | no | no | no | - | - |
| Approve payment run | yes | no | no | no | - | - |
| Reject payment run | yes | no | no | no | - | - |
| Delete payment run | yes | no | no | no | - | - |
| Profile: Activate substitution | yes | no | no | no | - | - |
| Profile: Change language setting | yes | yes | yes | yes | - | - |
| Profile: Edit profile picture | yes | yes | yes | yes | - | - |
| Edit chart of accounts | yes | yes | no | no | - | - |
| Edit individual fields | yes | yes | no | no | - | - |
| Suppliers: Mandatory fields Suppliers | yes | yes | no | no | - | - |
| Suppliers: Unique fields Suppliers | yes | yes | no | no | - | - |
| Rules: Accounting Rules | yes | yes | no | no | - | - |
| Accounting: Create export | yes | yes | no | no | - | - |
| Accounting: View archived exports | yes | yes | no | no | - | - |
| Company: Edit profile | yes | no | no | no | - | - |
| Company: Edit settings | yes | no | no | no | - | - |
| Company: Edit payments settings | yes | no | no | no | - | - |
| Company: Edit multimandate | yes | no | no | no | - | - |
| Manage view permissions | yes | no | no | no | - | - |
| Invite users | yes | no | no | no | - | - |
| Edit user roles | yes | no | no | no | - | - |
| Create approver groups | yes | no | no | no | - | - |
| Notifications: Edit notifications | yes | no | no | no | - | - |
| Notifications: Edit reports | yes | no | no | no | - | - |
| Manage user substitutions | yes | no | no | no | - | - |
| Manage approval processes | yes | no | no | no | - | - |
| Edit workflow emails | yes | no | no | no | - | - |
| Manage SFTP accesses | yes | no | no | no | - | - |
| Manage integrations | yes | no | no | no | - | - |
Note: Roles with * are Additional Authorization, these are not full roles.
To log in and use SMACC the user needs a full role (for example approver).