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PosDealers Getting Started pages - part 3 - #189

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@deboragracio deboragracio commented Oct 14, 2026 •

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Getting Started pages

  • company-roles.md: numbered steps instead of step tables, plain roles table, AppCreator as fifth principal role, auto-invitation under additional roles, Contract conclusion prerequisite; new Figures 1–4 (personal and contract data blurred), new toggle icons, old images removed.
  • operator-onboarding/invitation-process.md: page renamed to Invitation, new Figure 1, UI interaction verbs.
  • registration.md, onboarding.md: UI interaction verbs (Click for buttons, Open for sidebar paths, Turn on/off for toggles).
  • overview-getting-started.md, business-basics/management-portal.md: link text updated to Invitation.

AGENTS.md

  • Front matter: fields slug, title, description, tags and type, with a link to the README for the first four; slug added to the example.
  • New Document type section: type front matter field, allowed values, rules, example.
  • New UI interaction verbs section: verb table, usage rules, preferred/avoid examples.
  • New Accessible wording section: no position-only references (above, below, left, right), descriptive link text.
  • Portal navigation rule: "In the Portal, open A > B in the left sidebar, then click ..."; screenshot example updated accordingly.

🤖 Generated with Claude Code

…act conclusion prerequisite

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
deboragracio and others added 6 commits October 14, 2026 15:02
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…der additional roles

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…contract text blurred), new non-zoomable toggle icons, Figure 2 old removed

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…al and contract data), checkbox step for deactivation, Download Contract (pdf.) label

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…ction verbs in AGENTS.md

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… Open for sidebar paths, Turn on/off for toggles)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@deboragracio deboragracio changed the title PosDealers Getting Started pages - part 2 PosDealers Getting Started pages - part 3 Oct 14, 2026
deboragracio and others added 18 commits October 14, 2026 18:13
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…erbs example

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…p 2, figures renumbered

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…xts and captions

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…steps instead of Table 3, tables renumbered

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… tables renumbered

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…s 6 and 7 per invitation status, step 2 with all row actions

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Updated the invitation process steps for clarity and consistency, specifically in the instructions for adding operators and importing CSV files.
…ber figures and tables, heading level; remove unused image

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…invitations intro; Table 3 and 4 as steps; Invitation History section with new Figure 9; remove unused image

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Clarified the invitation history navigation steps by specifying the context for the 'History' link.
…osDealer banner with Back to your account, account context changed message), Tables as steps, browser tabs subsection, callouts; imperative task headings across Getting Started with updated anchors

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…r account, alt texts updated

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…eck as steps; remove old images and unused number markers

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
deboragracio and others added 11 commits October 16, 2026 17:50
…ead of market tabs, old screenshots removed, new Outlets figure (German market), steps and headings reworked; Master data link texts

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…t text and caption

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Updated the steps for rolling out a product in the Fiskaltrust Sandbox Portal, including changes to page names and order of operations.
Updated the steps for rolling out products in the Fiskaltrust Sandbox Portal, including changes to the page names and sequence of actions.
Updated steps for rolling out products in the Sandbox Portal, including changes to page names and order completion steps.
…ermany and France (Portal validator treats them as optional); step 5 wording

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…stria, Germany and France"

This reverts commit 54429f8.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
… mention on the Austrian signing products

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This reverts commits ffd4c3c and 2561418.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
deboragracio added a commit that referenced this pull request Oct 20, 2026
… removed in #189

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@deboragracio deboragracio mentioned this pull request Oct 20, 2026
…ability callout

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
StefanKert pushed a commit that referenced this pull request Oct 22, 2026
* Remove RKSV.Sign: PosDealer page, images and TOC entry, Signing-only section on the Austrian signing products, PosDealer for RKSV Sign role in Company Roles, PosCreator RKSV.Sign intro and API pages

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* Keep Company Roles unchanged here; the PosDealer for RKSV Sign row is removed in #189

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
…ting-started-part-2

# Conflicts:
#	AGENTS.md
Copilot AI balanced review requested due to automatic review settings October 27, 2026 13:57

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🔵 Needs a closer look

The CashBox workflow directs hosted CloudCashbox users through local deployment steps instead of connecting and testing.

No open issues 🎉

What changed in this PR

Updates the PosDealer Getting Started documentation with clearer Portal procedures, refreshed workflow diagrams, and more consistent navigation wording.

Changes:

  • Reworks role management, invitations, surrogating, and master-data instructions.
  • Refreshes CashBox workflows, market-specific rollout steps, and CloudCashbox availability information.
  • Updates links and expands documentation guidance for page types, accessibility, and UI interaction verbs.
File Description
posdealers/​technical-operations/​rollout-automation/​api-templating.md Updates the Sandbox section anchor.
posdealers/​technical-operations/​middleware/​launchers/​cloudcashbox.md Adds market availability and migration information.
posdealers/​introduction.md Aligns Master data link capitalization.
posdealers/​getting-started/​sandbox.md Shortens the Sandbox access heading.
posdealers/​getting-started/​registration.md Standardizes UI verbs and Invitation link text.
posdealers/​getting-started/​overview-getting-started.md Updates page names in navigation links.
posdealers/​getting-started/​operator-onboarding/​surrogating.md Reworks procedures and explains browser-tab account changes.
posdealers/​getting-started/​operator-onboarding/​master-data.md Consolidates market instructions and outlet management steps.
posdealers/​getting-started/​operator-onboarding/​invitation-process.md Refreshes invitation procedures, troubleshooting, and figures.
posdealers/​getting-started/​operator-onboarding/​images/​invitation-single-flowchart.svg Adds the single-operator invitation workflow.
posdealers/​getting-started/​operator-onboarding/​images/​invitation-existing-posoperator-flowchart.svg Adds the existing-operator assignment workflow.
posdealers/​getting-started/​operator-onboarding/​images/​invitation-bulk-flowchart.svg Adds the bulk invitation workflow.
posdealers/​getting-started/​onboarding.md Updates navigation wording and role activation links.
posdealers/​getting-started/​my-first-cashbox.md Uses the new workflow figure and updates wording.
posdealers/​getting-started/​images/​my-first-cashbox/​first-cashbox-flowchart.svg Adds a CashBox creation workflow diagram.
posdealers/​getting-started/​company-roles.md Reorganizes roles and activation procedures.
posdealers/​business-basics/​services.md Notes Austrian CloudCashbox availability.
posdealers/​business-basics/​management-portal.md Refreshes dashboard alternative text and Invitation link text.
posdealers/​_markets/​fr/​getting-started/​my-first-cashbox/​_business.mdx Updates French rollout navigation and step numbering.
posdealers/​_markets/​de/​getting-started/​my-first-cashbox/​_business.mdx Updates German rollout navigation and page labels.
posdealers/​_markets/​at/​getting-started/​my-first-cashbox/​_business.mdx Updates Austrian rollout navigation and page labels.
poscreators/​getting-started/​onboarding-process.md Updates the role activation anchor.
AGENTS.md Expands front-matter, accessibility, and UI wording guidance.

Review effort: Balanced

… and bullet)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Copilot AI balanced review requested due to automatic review settings October 27, 2026 14:57

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🟢 Approval recommended

The remaining feedback concerns minor documentation inconsistencies, with no blocking issues identified.

No open issues 🎉

1 previously missed issue

In code that hasn't changed since last review

Low severity Correct SIRET prerequisite to reference outlet selection step

posdealers/​_markets/​fr/​getting-started/​my-first-cashbox/​_business.mdx:18

The added wizard step moves outlet selection to step 8, but the SIRET prerequisite still refers to step 7, which now selects the PosOperator. Please update the caution to name Select Outlets/Queues or refer to step 8.

Review effort: Balanced

@deboragracio
deboragracio requested a review from wrueting October 30, 2026 14:29
… per-market values and results tables, France SIRET caution, Basket

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Copilot AI balanced review requested due to automatic review settings October 30, 2026 15:15

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🔵 Needs a closer look

Human assessment is needed to evaluate conflicting hosted-versus-local deployment guidance and whether auto-invitation documentation adequately explains its account-activation and contract-signing implications.

No open issues 🎉

Review effort: Balanced

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2 participants