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Company Roles

summary

After reading, you can activate or deactivate appropriate roles for customers and explain their effects.

Introduction

fiskaltrust distinguishes between four principal company roles in the portal context and its role management.

![](./images/company-roles/roles.png "https://portal-sandbox.fiskaltrust.TLD/AccountProfile"

Each role's specific audience has a distinct set of features and permissions.

TypeDescription
PosOperator
This role is for end-users of POS Systems who manage their POS receipts in the context of the services of fiskaltrust. They purchased the POS platform from their PosDealer and operate the POS System.

Accounts with this role use the portal primarily to access their fiscal data and perform maintenance steps not covered by their PosDealer.
PosDealer
This role is for POS System distributors who sell POS Systems to PosOperators and support and maintain these setups.

Accounts with this role use the portal primarily to act on behalf of their PosOperators. The PosDealers Role includes invitation management, a credit limit, rollouts of CashBox setups and maintenance for PosOperators.
PosDealer auto-invitation (Germany-only)
This is an optional add-on role for German POS System distributors who wish to automate the onboarding of their customers/operators as much as possible.

Accounts with this role will have an extended onboarding user interface, allowing them to fully and legally activate an operator's account, as opposed to a regular invitation the operator first has to accept.

Please note that this role is only available on the German market and may require particular attention to legal aspects on your side.
PosCreator
This role is for POS System manufacturers who develop the respective POS software. They are not primarily involved in rollouts or deployments but focus on the technical integration of the Middleware.

Accounts with this role use the portal primarily to set up their POS System definitions within the portal, create test configurations, and invite associated PosDealers.
Consultant
This role is for tax consultants who advise PosOperators on related topics.

Accounts with this role use the portal primarily to access fiscal data of the associated (and authorized) operator accounts.

caution

While you can select more than one role, please only pick roles applicable to your business case and no others, as each role entails different contractual requirements and obligations.


How to activate a role

The following steps will activate a new role for your account.

StepDescription
Open your company profile page from [COMPANYNAME] / Overview in the left-hand navigation menu
Set the slider of the role you'd like to activate from right to left

After enabling the switch, a new page will load where you need to sign the respective agreement.

StepDescription
Read the agreement
Enter your legal name in the signature field at the bottom of the page
Check the box that you read and accepted the terms and conditions
Click the Sign button

Done, the selected role is active for your account. You'll also receive an additional E-Mail confirming the activation of that role.

How to deactivate a role

The following steps will deactivate an existing role of your account.

StepDescription
Open your company profile page from [COMPANYNAME] / Overview in the left-hand navigation menu
Switch the slider of the role you'd like to deactivate from left to right

After disabling the switch, a new page will load where you must confirm the step.

StepDescription
Enter your legal name in the signature box at the bottom of the page
Click the Sign button

Done, the selected role is inactive for your account. You'll also receive an additional E-Mail confirming the deactivation of that role.