fis­ka­de­my

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Orga­niz­a­ti­ons

Mana­ged Organizations

Orga­niz­a­ti­on structures

Best Prac­ti­ces

Bil­ling

fis­ka­ly

Orga­niz­a­ti­ons in the fis­ka­ly system

Orga­ni­sa­tio­nen

The fis­ka­ly system dis­tin­guis­hes bet­ween orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons. The fol­lowing descri­bes the dif­fe­rence bet­ween the two orga­niz­a­tio­nal forms and the effects on user permissions.

On the fis­ka­ly deve­lo­per web­site, all infor­ma­ti­on about the orga­niz­a­ti­ons can be found here:

Or in the Dash­board User Guide at this link:

fis­ka­de­my Video

Orga­niz­a­ti­ons

How you can best map your orga­niz­a­ti­on in the fis­ka­ly system, you will learn in the video.

We exp­lain orga­niz­a­tio­nal struc­tu­re using best prac­ti­ces, dif­fe­ren­ces of orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons, and user rights in dif­fe­rent orga­niz­a­tio­nal forms.

The video will be avail­ab­le soon.

Forms of organizations

Orga­niz­a­ti­ons

What is an Organization?

An orga­niz­a­ti­on is a signi­fi­cant unit in the fis­ca­ly system. It usual­ly repres­ents a hol­ding, busi­ness or branch office. Orga­niz­a­ti­ons can be crea­ted free of charge via the dash­board. Mana­ged orga­niz­a­ti­ons can be atta­ched to it and can be admi­nis­te­red through the parent organization.

In the menu item orga­niz­a­ti­on manage­ment you can create more orga­niz­a­ti­ons, have access to infor­ma­ti­on, switch to live mode, add a logo to your orga­niz­a­ti­on, orga­ni­ze user aut­ho­riz­a­ti­ons, create API keys for your orga­niz­a­ti­on and create API keys for your mana­ged organizations.

An orga­niz­a­ti­on cannot be a mana­ged orga­niz­a­ti­on of ano­t­her organization!

User Aut­ho­riz­a­ti­ons in the Organization

Users of the orga­niz­a­ti­on, and per­sons invi­ted to the orga­niz­a­ti­on, have access to all infor­ma­ti­on dis­play­ed in the dash­board of the orga­niz­a­ti­on and all the infor­ma­ti­on of the atta­ched mana­ged organization(s) of this parent orga­niz­a­ti­on. I.e. over­view of the dash­board, TSS number(s), client(s), tran­sac­tions, exports, inte­gra­ti­ons etc. are dis­play­ed to the user.

Forms of organizations

Mana­ged Organizations

What is a Mana­ged Organization?

A mana­ged orga­niz­a­ti­on is depen­dent on its parent orga­niz­a­ti­on and can never be used on its own. It must always be secon­da­ry to an orga­niz­a­ti­on. Mana­ged orga­niz­a­ti­ons are marked with the badge“mana­ged”. They can also be crea­ted via the dashboard.

User Aut­ho­riz­a­ti­ons in a Mana­ged Organization

Users who are aut­ho­ri­zed for a mana­ged orga­ni­sa­ti­on have only access to the infor­ma­ti­on of the respec­ti­ve mana­ged orga­niz­a­ti­on. These users have no access to infor­ma­ti­on of the parent orga­niz­a­ti­on. Within a mana­ged orga­niz­a­ti­on, users have access to the dash­board and all infor­ma­ti­on stored there.

How do I Create a Mana­ged Organization?

In the Dash­board under menu item Set­tings > Orga­niz­a­ti­on Manage­ment, click on the button Create New Orga­niz­a­ti­on and select the check­box Create Mana­ged Orga­niz­a­ti­on. Then select which orga­niz­a­ti­on this mana­ged orga­niz­a­ti­on is secon­da­ry to.

How to create the sub-orga­niz­a­ti­on via the Manage­ment API is shown in the fol­lowing link:

Make sure to check the box Crea­teMa­na­ged Organization.

Forms of organizations

Sum­ma­ry

Dif­fe­rence Bet­ween an Orga­niz­a­ti­on and a Mana­ged Organization

The fis­ka­ly system dis­tin­guis­hes bet­ween orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons. Mana­ged orga­niz­a­ti­ons are depen­dent on the parent orga­niz­a­ti­on and cannot con­tain any fur­ther mana­ged orga­niz­a­ti­ons them­sel­ves. An orga­niz­a­ti­on cannot be a manged orga­niz­a­ti­on of ano­t­her orga­niz­a­ti­on. Note that the user aut­ho­riz­a­ti­ons of orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons differ.

Dif­fe­rence User Rights in Orga­niz­a­ti­on & Mana­ged Organization

Users of orga­niz­a­ti­ons or mana­ged orga­niz­a­ti­ons have access to the infor­ma­ti­on of the respec­ti­ve (mana­ged) orga­niz­a­ti­on dis­play­ed in the dash­board. User aut­ho­riz­a­ti­ons within orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons differ in that users of orga­niz­a­ti­ons also have access to the infor­ma­ti­on of the respec­ti­ve con­nec­ted mana­ged orga­niz­a­ti­ons. Howe­ver, users of mana­ged orga­niz­a­ti­ons do not have access to the infor­ma­ti­on of the parent organization.

Forms of organizations

Orga­niz­a­tio­nal Structure

POS manu­fac­tu­rer offers fis­ka­ly Cloud TSS in its portfolio

A POS manu­fac­tu­rer uses the fis­ka­ly Cloud TSS for its POS soft­ware. They offer three solu­ti­ons to their cus­to­mers. Point 1 is a typi­cal best prac­ti­ce for large POS pro­vi­ders. Points 2 and 3 are desi­gned for more com­plex models.

Con­ta­ct our sales team for more ques­ti­ons about this.

Indi­vi­du­al customers

Best Prac­ti­ces

Under the main orga­niz­a­ti­on of the POS manu­fac­tu­rer, indi­vi­du­al cus­to­mers are crea­ted and admi­nis­te­red as mana­ged orga­niz­a­ti­ons. The API key of the mana­ged orga­niz­a­ti­on is crea­ted via the main orga­ni­sa­ti­on. The bil­ling option was set to With­hold Bil­ling becau­se the price of the fis­ka­ly Cloud TSS is inclu­ded in the total bill from the POS manu­fac­tu­rer to the customer.

Enter­pri­se Customers

The cash regis­ter manu­fac­tu­rer crea­tes an orga­niz­a­ti­on for the hol­ding of the enter­pri­se cus­to­mer. The bran­ches of the Enter­pri­se Cus­to­mer are crea­ted as mana­ged orga­niz­a­ti­ons. The orga­niz­a­ti­on of the Enter­pri­se Cus­to­mer is crea­ted with the API key of the orga­niz­a­ti­on of the POS manu­fac­tu­rer. It is up to the POS manu­fac­tu­rer to decide whe­ther the Enter­pri­se Cus­to­mer mana­ges its own orga­niz­a­ti­ons or whe­ther it is mana­ged by the POS pro­vi­der. The bil­ling opti­ons are set to With­hold Bil­ling for the orga­niz­a­ti­ons of the Enter­pri­se Customer.

White Label Partners

The cash regis­ter manu­fac­tu­rer crea­tes an orga­niz­a­ti­on for the White Label Part­ner. The White Label Partner’s cus­to­mers are orga­ni­zed as mana­ged orga­niz­a­ti­ons. The orga­niz­a­ti­on of the White Label Part­ner is crea­ted by the API key of the main orga­niz­a­ti­on of the POS manu­fac­tu­rer. The White Label Part­ner mana­ges his cus­to­mers (mana­ged orga­niz­a­ti­ons) on its own. The bil­ling opti­ons are set to With­hold Bil­ling for the orga­niz­a­ti­ons of the White Label Partner.

fis­ka­de­my Video

Bil­ling

How you can best map your orga­niz­a­ti­on in the fis­ka­ly system, you will learn in the video.

We exp­lain orga­niz­a­tio­nal struc­tu­re using best prac­ti­ces, dif­fe­ren­ces of orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­ons, and user rights in dif­fe­rent orga­niz­a­tio­nal forms.

The video will be avail­ab­le soon.

Kas­sen­SichV — Blog

Blog posts on the topic

You can find arti­cles on the topic in our blog:

Kas­sen­SichV Blog

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fis­ka­ly Dash­board and Manage­ment API

The fis­ka­ly Dash­board allows you to easily use all func­tions of the fis­ka­ly system. Through the manage­ment API you can also solve all func­tions of the dash­board programmatically.

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