Users, Members and Organisations
Users
A person who signs up to the Arratech Solution becomes a registered user, identified by their verified email address. A new user gets the user role, which has restricted access to the API.
Members
A user can be a member of one or more organisations. Each membership has a member role: orgadmin or orgmember. As a member, the user can work in the organisation's scope: access points, participants, transactions and so on.
Membership comes from invites. An organisation admin invites someone by email address. The person signs in or signs up and accepts, and only then does the membership exist. The Organisation invites walkthrough shows the steps. Adding an existing user directly, with no invite, is reserved for Arratech staff.
Any user can create an organisation. The creator automatically becomes its first member and its orgadmin.
A member can leave an organisation at any time. Leaving is immediate and needs no approval.
Organisations
An organisation is the top-level structure for most things in the Arratech Solution. It represents the legal entity that has an agreement with Arratech, and its members act on its behalf. An organisation is identified by a legal identifier, such as a company registration number, together with a code for the register that issued it, for example SE:ORGNR.
Organisation modes
Every new organisation starts in Demo mode (also called sandbox mode in the portal). An organisation then moves to Shared or Whitelabel mode, which are the production modes.
Demo mode. The organisation can create a limited number of participants in Arratech's test SMP and send and receive transactions through Arratech's test access point. It cannot upload certificates, create its own access points or use Arratech's production environment.
Whitelabel mode. The organisation can upload its own access point certificate and create and manage its own access points. It can use Arratech's test and production SMPs to register participants. It cannot use Arratech's production access point.
Shared mode. The organisation can use Arratech's production access point together with Arratech's production SMP, so it does not need its own Peppol certificates. It can also do everything a Whitelabel organisation can do.
Changing mode
An organisation admin requests a move to a production mode, and Arratech approves or rejects it. You can ask in any of these ways:
- Contact Arratech.
- Use the Change Mode button in the Organisation Settings view of the Arratech Connect portal.
- Set the mode change request when you update the organisation through the API.
To request a move out of Demo mode, the organisation needs at least one contact with an email address or a phone number. The allowed moves are listed with the organisation's mode in the API reference.
Tax data reporting
Some countries require a report about every invoice. Tax data reporting means Arratech sends that report to the tax authority on the organisation's behalf. It is on for every organisation by default, and only Arratech can switch it off.
If a country requires reporting, the organisation stays responsible for meeting that requirement even while the setting is off. The setting does not affect French e-reporting, which runs separately.
In the API reference
- Users
- Organisations, including the tax data reporting setting
- Members
- Invites