Onboarding Process - Roles and Flow

This page provides an overview of the roles and responsibilities involved in the fiskaltrust onboarding process. Implementing a fiscalization system requires collaboration between PosCreators, PosDealers, and PosOperators.

Understanding how these roles interact helps ensure a compliant and efficient rollout:

• PosCreators: Develop and maintain POS software integrations with the fiskaltrust Middleware. They use the portal to manage POS systems and invite PosDealers to distribute their solutions.
• PosDealers: Distribute, configure, and deploy fiscalization solutions by combining software and hardware. They manage customer onboarding, support PosOperators, and use portal tools to streamline compliance deployments.
• PosOperators: As the end-users (merchants), they use the POS system in their daily business while fiskaltrust Middleware handles fiscal compliance in the background. PosDealers typically serve as their primary contact for sales, deployment, and support.

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The PosOperator role cannot be combined with the PosCreator or PosDealer role in one fiskaltrust account. The recommended setup is:

• Create one admin account for your company.
• Register this account as both PosCreator and PosDealer.
• Create or onboard PosOperators as separate accounts through the fiskaltrust invitation process. For more information, see Invitation process.
• As the PosDealer, manage the onboarding and deployment of these PosOperators.

Account architecture

The PosCreator invites PosDealers, and the PosDealer invites PosOperators.

Figure 1. Account architecture: the responsibilities of each role and the invitation flow between the accounts.

For more information on acting on behalf of a PosOperator, see Surrogating.

The Integrated Onboarding Journey

The onboarding process is a phased progression. Each role completes a specific set of requirements that enables the next entity to proceed.

Phase 1: Portal Registration and Middleware Integration (PosCreator)

• Register the PosCreator account in the fiskaltrust.Portal.
• Integrate the fiskaltrust.Middleware with your POS system.
• Register your POS system in the portal and invite a PosDealer to complete subsequent configurations and rollouts.

Phase 2: Core System Configuration (PosDealer)

• Confirm the existence of a PosCreator account and verify that the cash register system and POS system ID are created and stored in the portal.
• Register the PosDealer account in the portal.

Phase 3: Team and Permissions (PosDealer)

• Assign and sign off on all required user roles within the portal.
• Create employee profiles with specific, tiered permission levels.

Phase 4: Data and Compliance Verification (PosDealer)

• Audit Master Data to ensure 100% accuracy.
• Verify that the Tax ID is correct and complies with the applicable tax ID schema.
• Sign and file the VPA (Partner Agreement).

Phase 5: Knowledge Transfer (Intro Call) (PosCreator → PosDealer)

• Confirm understanding of product offering and operational requirements, based on the intro call discussion, including the Compliance Checklist (single official PDF document). For reference only, example Germany-specific version.
• Review and internalize objection-handling materials as part of the commercial onboarding (sales training).

Phase 6: Deployment and Rollout (PosDealer)

• Prepare and fully set up the PosOperator.
• Assess the need for rollout templates and create them as required.
• Purchase all necessary products via the shop.

Phase 7: Long-Term Success and Adoption (PosDealer)

• Initiate active product usage within the system.
• Resolve any remaining open questions with the support team.
• Schedule a recurring check-in call with the Customer Success Team.