fis­ka­ly Dash­board and Manage­ment API

The fis­ka­ly Dash­board gives you insight into your booked pro­ducts at fis­ka­ly and it gives you an over­view of what is hap­pe­ning in the fis­ka­ly system.

Johannes Ferner

Johan­nes Ferner

Unter­neh­mer, Finanz & Tech­nik-Exper­te

The fis­ka­ly Dash­board gives you insight into your booked pro­ducts at fis­ka­ly. Via the dash­board you can create and manage orga­niz­a­ti­ons and user pro­files, get insights into your tran­sac­tions, crea­ted cli­ents, and tech­ni­cal secu­ri­ty devices (TSS). It visua­li­zes your data and gives you an over­view of what is hap­pe­ning in the fis­ka­ly system.

Free Regis­tra­ti­on at fis­ka­ly Dash­board

To use the fis­ka­ly Dash­board you need a sepa­ra­te account. You can sign up for a test account at fis­ka­ly for free. All orga­niz­a­ti­ons that you create in the test account can go live after you signed a con­tract with fis­ka­ly.

Click here to go to the Dash­board.

Info: An orga­niz­a­ti­on must be crea­ted the first time you log in. Then, you have the option to create your orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­on via the dash­board or via the Manage­ment API.

Manage­ment API

Via the Manage­ment API you can use all func­tions of the dash­board pro­gram­ma­ti­cal­ly. Only the first orga­niz­a­ti­on must be crea­ted via the dash­board. The detail­ed docu­men­ta­ti­on of the inter­face with their func­tions can be found on the fis­ka­ly web­site for deve­lo­pers.

! In the Manage­ment API the term orga­niz­a­ti­on is used for main orga­niz­a­ti­ons and mana­ged orga­niz­a­ti­on for sub-orga­niz­a­ti­ons.

Orga­niz­a­ti­ons and User Aut­ho­riz­a­ti­ons

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 you find all infor­ma­ti­on about orga­niz­a­ti­ons or in the Dash­board User Manual.

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.

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.

The fol­lowing link shows how to create the mana­ged orga­niz­a­ti­on using the Manage­ment API:

Make sure to check the box CreateMana­ged Orga­niz­a­ti­on.

 

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 in User Aut­ho­riz­a­ti­ons in Orga­niz­a­ti­ons and Mana­ged Orga­niz­a­ti­ons

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.

API Keys

At least one API key must be crea­ted at the orga­niz­a­tio­nal level.

Via the dash­board in the menu itemDeve­lo­pers > API Key click on the button Create API Key and choose a name for your new API Key. Then select Create.> Then select Create.

Atten­ti­on! The API Secret is only dis­play­ed immedia­te­ly after the crea­ti­on of a new API Key!

API Keys can also be crea­ted via the Manage­ment API.

With the API key of an orga­niz­a­ti­on, the mana­ged orga­niz­a­ti­ons can be admi­nis­te­red. A sepa­ra­te API key must be crea­ted for each mana­ged orga­niz­a­ti­on in order to create a TSS for it and to use the other func­tio­n­a­li­ties of the fis­ka­ly SIGN API.

API keys for orga­niz­a­ti­ons must be gene­ra­ted via the dash­board or the manage­ment API. For mana­ged orga­niz­a­ti­ons API keys can be gene­ra­ted auto­ma­ti­cal­ly.

An API Key is bound to an orga­niz­a­ti­on and to the selec­ted mode (Test/Live). The­re­fo­re each API Key can only be used for its own orga­niz­a­ti­on. Excep­ti­on: API Keys of an orga­niz­a­ti­on can be used for the rela­ted mana­ged orga­niz­a­ti­ons.

If the API key was crea­ted in test mode, enti­ties can be crea­ted only(!) for test pur­po­ses. With a key crea­ted in live mode, only(!) live enti­ties can be pro­du­ced. I.e. in a live orga­niz­a­ti­on fur­ther mana­ged orga­niz­a­ti­ons can be crea­ted with the Live API Key, so it is not necessa­ry to go live with each mana­ged orga­niz­a­ti­on.

On the fis­ka­ly deve­lo­per web­site allinfor­ma­ti­on about the API Keys can be found.

On the fis­ka­ly deve­lo­per web­site all infor­ma­ti­on about the API Keys can be found.

Bil­ling Opti­ons

There are two ways to set up the bil­ling opti­ons:

Bill_to_Organization

The option Bill_to_Organization sends the invoice to the orga­niz­a­ti­on and can also be viewed via the dash­board.

With­hold Bil­ling

If the option With­hold Bil­ling is selec­ted, the invoice is not sent to this mana­ged orga­niz­a­ti­on and cannot be viewed from the dash­board. For examp­le, the fis­ka­ly TSS can be sold as part of a POS packa­ge without your cus­to­mer seeing the price of the fis­ka­ly TSS.

On the fis­ka­ly deve­lo­per Web­site, all infor­ma­ti­on about bil­ling opti­ons can be found.

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.

Please con­ta­ct our sales team: sales@fiskaly.com.

1. Indi­vi­du­al Cus­to­mers — Best Prac­ti­ce

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 invoice of the POS manu­fac­tu­rer to its cus­to­mer.

2. 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.

3. White Label Part­ner

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.

For other models or spe­cial cases please con­ta­ct our sales team: sales@fiskaly.com.

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