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).