Backoffice
- Ivo Rocha
- Antonio Filho
- Fernando Vicente
This section will focus on the Backoffice features and workflows, and how operators can make full usage of it.
Main features
The available functionalities are summarized as following:
Feature | Description |
|---|---|
| Operations listing and details consulting, document details consulting, and data visualization of client services operations consumptions by day and month throughout a Dashboard. |
| Operators listing, including details editing and consulting, and credentials redefinition. |
| Registered certificates listing, including details editing and consulting, and certificate authority access renewal. |
| Client services listing, including details editing and consulting, customization of visual templates and general configurations, and configuration test. |
| Issuer companies listing, including details editing and consulting, and resources consulting. |
| Partner companies listing and details editing and consulting. |
| Reports listing and details consulting. |
| Certificate authorities listing, including details editing and consulting, and customization of system visual templates and general configurations. |
Organizational Roles
The Sign'Stash is comprised of a set of core concepts, which are outlined below:
Partner company: this type of organization is responsible for managing the lifecycle of the issuer companies that are related to it. Partner companies can be:
Integrator: only integrates Sign’Stash with it’s software solution, enabling his clients to use Sign’Stash signing habilities in the partner software. The issuer clients consumptions and billing is managed directly by Multicert.
Reseller: in addition to the integrator capabilities, the reseller can also directly sell the signing consumption to its end clients. Thus, the issuer clients consumptions and billing are directly managed by the reseller, and Multicert will only directly bill the reseller for all the registered consumptions made by its issuer companies.
Issuer company: this represents an organization that wishes to sign documents with its remote digital certificates. The issuer company will always be related to a partner company or directly to Multicert.
Another important concept is of the client service that represents the service of the issuer company that will consume the Sign’Stash APIs to send documents to be signed. A given issuer company can have multiple client services related to it, with each one having an independent set of credentials and reporting capabilities. For better understanding please consult Integration | Proposed Architecture
Operator Roles
All Backoffice features are restricted according the operator role. The available roles supported by the backoffice service are (by hierarchical order):
System administrator: operator responsible for the management and configuration of the electronic invoice solution.
Partner: operator of the partner company responsible for the client service management.
Issuer: operator of the issuer company which produces the activity that originates the invoice to be signed.
Auditor: operator of the tax authority with capacity to consult and validate information registered in the service for a passive subject.
Access Backoffice Service
To start using the Backoffice service, you will need to execute the following steps:
Navigate to Sign’Stash Backoffice through one of the following environments:
Integration test environment: https://staging.must.digital/signstash/boffice
Production environment: https://msignstash.multicert.com/signstash/boffice
Login in the Backoffice with your operator account.
Getting Started
To start using the Sign’Stash Backoffice you can follow the guidelines described in the Integration sub page Getting Started .
Those instructions will guide you on how to subscribe to the Sign’Stash service and setup your own client service on the Backoffice.