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 yes - -
Documents / In Correction yes yes yes no yes - -
Document / My Tasks yes yes yes yes yes - -
Document / Overview yes yes yes yes yes - -
Document / Delete yes yes yes yes yes - -
Payment runs / All Liabilities yes no no no yes - -
Payment runs / My Payment runs yes no no no yes - -
Payment runs / All Payment runs yes no no no yes - -
Payment runs / Archived Payment runs yes no no no yes - -
Supplier yes yes yes yes yes - -
Messages yes yes yes yes yes - -
Data Export yes yes no no no - -
Approvals overview yes no no no no - -
Client / Company yes no no no no - -
Client / Chart of accounts yes yes no no no - -
Client / User yes no no no no - -
Client / Approval Groups yes no no no no - -
Client / Roles yes no no no no - -
Client / Document access yes no no no no - -
Client / Notifications yes no no no no - -
Client / Alias yes no no no no - -
Client / Approval processes yes no no no no - -
Client / Custom fields yes yes no no no - -
Client / Workflow e-mails yes yes yes no no - -
Client / SFTP Accounts yes no no no no - -
Client / Integrations yes no no no no - -
Client / Supplier yes yes no no no - -
Mandant / Rules yes yes no no no - -
User Profil yes yes yes yes yes - -
View invoice in general yes yes yes yes yes - -
Invoice / All data yes yes yes yes yes - -
Invoice / Accounting yes yes yes yes yes - -
Invoice / Comments yes yes yes yes yes - -
Invoice / History yes yes yes yes yes - -

Authorized to

Owner Accountant Approver Reader Payment Manager Delete documents* Reset documents*
Approve invoice yes yes yes yes yes - -
Reject invoice yes yes yes yes yes - -
Forward invoice yes yes yes yes yes - -
Delete invoice yes yes no no no yes
Download invoice yes yes yes yes yes - -
Print invoice yes yes yes yes yes - -
Reset invoice yes yes no no no - yes
Invoice accounting yes yes no no yes - -
Prioritize and mark invoices yes yes yes no yes - -
Invoice fill individual fields yes yes no no no - -
Edit invoice in correction yes yes yes no yes - -
Write invoice commantar yes yes yes yes yes - -
Comment without reference yes yes yes yes yes - -
Edit supplier master data yes yes no no yes - -
Create new supplier yes yes no no yes - -
Create payment run yes no no no yes - -
Edit payment run yes no no no yes - -
Approve payment run yes no no no yes - -
Reject payment run yes no no no yes - -
Delete payment run yes no no no yes - -
Profile: Activate substitution yes no no no no - -
Profile: Change language setting yes yes yes yes yes - -
Profile: Edit profile picture yes yes yes yes yes - -
Edit chart of accounts yes yes no no no - -
Edit individual fields yes yes no no no - -
Suppliers: Mandatory fields Suppliers yes yes no no no - -
Suppliers: Unique fields Suppliers yes yes no no no - -
Rules: Accounting Rules yes yes no no no - -
Accounting: Create export yes yes no no no - -
Accounting: View archived exports yes yes no no no - -
Company: Edit profile yes no no no no - -
Company: Edit settings yes no no no no - -
Company: Edit payments settings yes no no no no - -
Company: Edit multimandate yes no no no no - -
Manage view permissions yes no no no no - -
Invite users yes no no no no - -
Edit user roles yes no no no no - -
Create approver groups yes no no no no - -
Notifications: Edit notifications yes no no no no - -
Notifications: Edit reports yes no no no no - -
Manage user substitutions yes no no no no - -
Manage approval processes yes no no no no - -
Edit workflow emails yes no no no no - -
Manage SFTP accesses yes no no no no - -
Manage integrations yes no 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).