Organizations in fiskaly system.
Distinction between main organizations and managed organizations
What the difference is and which effects this has on user rights is described below. Check detailed information n the Dashboard User Manual:
Dashboard User ManualForm of organization: main organization.
What is a main organization?
A main organization is an authoritative unit in the fiscal system. It usually represents a holding, a business or a branch office. Main organizations can be created free of charge via the dashboard. Managed organizations can be attached to them. Managed organizations can also be managed via the main organization.
Management of organizations
In the organization management, additional organizations can be created, information can be viewed, switched to live mode, an organization logo can be stored, users can be organized, API keys can be created for the main organization and API keys can be created for the managed organizations.
A main organization cannot be a managed organization of another main organization!
User rights in the main organization
Users of the main organization, as well as persons invited to the main organization, have access to all information displayed in the dashboard of the main organization as well as to the information of the attached managed organization(s) of this main organization. i.e. overview dashboard, TSS number(s), client(s), transactions, exports, integrations etc. are displayed to the users.
Form of organization: managed organization.
What is a managed organization?
The managed organization is dependent on its super-ordinate main organization and can never stand alone. It must always be subordinate to a main organization. Managed organizations are provided with the badge "managed". They can also be created via the dashboard.
User rights in the managed organization
Users who are activated for the managed organization only have access to the information of the respective managed organization. The users have no insight into the information of the super-ordinate main organization. Within the managed organization, users have access to the dashboard and all information stored there.
How to create a managed organization
In the Dashboard, in the menu item Settings > Organisation Management, click on the button Create new organization and select the box Create managed organization. Then specify under which main organization this managed organization (managed organization) is to be created.
Make sure that the ManagedOrganisation button is selected.
Summary: main & managed organization
Difference between the main organization and a managed organization: in the fiscal system, a distinction is made between main organizations and managed organizations. Managed organizations are dependent on the main organization. They cannot themselves contain any other managed organizations. Similarly, the main organization cannot be a managed organization of another main organization. It is important to know that the user rights of main organizations and managed organizations differ.
Dashboard User Manual
Difference in user rights in main & managed organization
Users of main organizations or managed organizations have access to the information of the respective organization displayed in the dashboard. The user rights within the main organization and the managed organization differ in that users of the main organization also have access to the information of the respective linked managed organizations. Users of the managed organizations, however, do not have access to the information of the parent main organization.
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Organizational structure
A cash register manufacturer uses the fiskaly Cloud TSS for its cash register software. He offers three solutions to his customers. Typically, point 1. is best practice for large POS providers. Point 2. and 3. are designed for more complex models.
Take a closer look at the 'Organizational Structure' image
Best Practice.
Retail customers
Retail customers are created and managed as managed organizations under the main organization of the cash register manufacturer. The respective API key of the managed organization is created via the main organization. The calculation option was set to Withhold Billing, as the price of the fiskaly Cloud TSS is included in the total invoice of the POS manufacturer to the customer.
Enterprise customers
The cash register manufacturer creates the holding company of the enterprise customer as the main organization. The branches of the enterprise customer are created as managed organizations. The main organization of the enterprise customer is created with the API key of the main organization of the POS manufacturer. It is up to the cash register manufacturer whether the enterprise customer manages its organizations itself or is managed by the cash register provider. The billing options are set to Withhold Billing for the organizations of the enterprise customer.
White Label Partner
The cash register manufacturer creates the company of the white label partner as the main organization. The customers of the white label partner are created as managed organizations. The main organization of the white label partner is created with the API key of the main organization of the cash register manufacturer. The white label partner manages its customers (managed organizations) itself. The billing options are set to Withhold Billing for the organizations of the White Label Partner's customers.