The default rights sets can be used by the application manager to consult the standard rights sets per module from the Spend Cloud. These rights sets are set up by the consultant during an implementation. Separations of duties have been taken into account. However, it is possible that the standard permission sets can no longer be consulted in your Spend Cloud environment due to changes or other reasons. In the attachment of this article you can find the standard permission sets and create them if necessary.

Invoice Processing module

Standard roles

• Accounts Payable: Accounts Payable Invoice Processing: Accounts Payable is responsible for adding, coding, sending and exporting invoices.

• We recommend deleting invoices in the Coding menu as standard, so that there is no gap in the journal number series. Something that accountants do not find desirable. In that case, you could definitively reject an incorrectly added invoice with a journal number.

• Authorized signatory: The authorized signatory (budget holder) is responsible for assessing invoices.

• You could disable editing or deleting 'Linked files' and 'Linked invoices' in this right set if desired.

• Invoice processing View archive: Being able to view invoices in the archive. Depending on where you create the role in the organizational structure, you can see some or all of the invoices.

• We recommend that you disable editing or deleting 'Linked files' and 'Linked invoices' for this access rights set.

• Application manager: (name the settings specifically for Invoice Processing)

• Application management > Invoice processing > PO box

• Application management > Invoice processing > Procurement

Purchasing module

Standard roles

• Purchasing administration: The purchasing department is responsible for managing purchase orders. Depending on the choices made, the purchasing department can also assess orders, assess suppliers and/or enrich order requests.

• Purchasing Applicant / Assessor: The applicant is responsible for requesting the orders. Depending on the authorization amount, you can place the order yourself or someone with a higher amount will have to do an assessment.

• Purchasing View archive: Being able to view purchase orders in the archive. Depending on where you create the role in the organizational structure, you can see some or all purchase orders.

• Copying' orders and 'Reverting receipts' should be disabled for this permission set.

• We recommend that you disable editing or deleting 'Linked files' and 'Linked orders' for this access rights set.

• Application manager: (name the settings specifically for Purchasing)

• Application management > Purchasing > Procurement

Cash & card module

Standard roles

• Cash & Card administration: The cash & card administration is responsible for coding the balance account, exporting books and closing (unjustified) open books.

• Cash & Card employee/assessor: The card holder is the employee with the card who is allowed to make expenses.  

• Card assessor: The card assessor is the employee who checks the expenses and/or receipts at the end of a period.

• Application manager: (name the settings specifically for Kas & Pas)

• No specific module menus for Cash & Card

Contract Management Module

Standard roles

• Contract administration: The contract administration is responsible for adding, registering and monitoring the contracts.

• Contract Owner: The contract owner is responsible for any confirmation and review of the contract.

• Contract Data Subject: The contract data subject has access to the linked contracts and can possibly receive notifications.

• Application Manager: (name the settings specifically for Contract Management)

• No specific module menus for Contract Management

Declare module

Standard roles

• Declaration employee: The declaration employee has the option to submit declarations.

• Declaration assessor: The declaration assessor may assess declarations up to a certain amount. 

• Declaration administrator: The declaration administrator is responsible for monitoring and exporting declarations.

• Application Manager: (name the settings specifically for Declare)

• Application management > Declaration > Authorization