Overview
summary
After reading this, you can use the fiskaltrust.Portal for onboarding and creating your first CashBox. We recommend testing the first steps in the Sandbox to learn the necessary steps.
The Getting Started section explains how PosDealers onboard their customers (PosOperators) in the fiskaltrust.Portal. It covers the Sandbox environment, the registration process, recommended authorizations and PosOperator onboarding through invitation, surrogating and master data verification. After this preliminary work, you set up your first CashBox.
Pages in this section
The section contains these pages:
| Page | What you learn |
|---|---|
| Sandbox | Set up and use the Sandbox for testing and demos. |
| Registration | Create an account in the fiskaltrust.Portal, log in, invite employees and assign them rights. |
| Company Roles | Activate or deactivate the appropriate roles for customers and explain their effects. |
| PosDealer Onboarding | The onboarding steps from your initial account setup to a successful PosOperator rollout. |
| Invitation process | Invite a single PosOperator or several PosOperators in a bulk invitation. |
| Surrogating | The prerequisites for acting in the fiskaltrust.Portal on behalf of a PosOperator, and how to do it. |
| Master Data | Keep your own and your PosOperators' master data up to date, and why this is important. |
| My First Cashbox | Create a CashBox in the Sandbox and run a working fiskaltrust.Middleware instance. |
Table 1. Pages of the Getting Started section.