Roles in SDH

This section explains the actions that can be performed on the SDH website by each EMAIL account, depending on the role assigned to it. If the same person needs to have different roles, they must manage different email accounts.

Information

If, during the login process, a 404 error is shown with the page
https://web.solmicrosdh.com/MicrosoftIdentity/Account/Error
it can be resolved by logging out, since session data is cleared when logging out of SDH.

SDH Administrator

The main responsibilities are:

Register Distributor accounts for Billing Software, together with their administrator user.
Register Companies (taxpayers) that use SDH for issuing documents, together with their Company Administrator.
To do this, the Customer must first be registered, together with its Customer Administrator(s).
Typically, the Billing Software manages a single company, although multi-company environments are possible. The Customer corresponds to this grouping of companies.
The SDH Administrator also registers the initial installation for the Company, which must later be reviewed by the Distributor Consultant/Implementer.
Record the signature review date once a Company Administrator has signed the documents required to issue invoices in SDH.
Send email notifications for:
- Creation of a new User, to the user themselves, including an access password that must be changed the first time they log in to the SDH website.
- Registration of a new Distributor, to its Distributor Administrator.
- Registration of a new Company, to its Company Administrator, the Distributor Administrator, and the corresponding contact at Zucchetti Spain.

Distributor Administrator

This is the person assigned when requesting Distributor registration and will be the first to access the SDH website. From the Distributors section, they must:

Complete the Distributor’s general Data using the Edit button.
Register Consultant/Implementer users who will manage SDH for different customers, using the Add button.

IMPORTANT:
For the Consultant/Implementer to access customer data and download the Authentication Certificate for the SDH API, the customer must first grant permission.

Distributor Consultant / Implementer

The main responsibilities are:

Request the Customer to register them as a consultant/implementer user in order to allow access to customer data and obtain the information required to consume the SDH web service API and persist it in the Billing Software.

From the SDH website, in the Customers section, they can obtain:
- The Company identifier and the corresponding Installation identifier:
- The certificate for Authentication: See certificate management details under Customer Administrator.
Review and, if necessary, modify the installation created by the SDH Administrator to adapt the Software Name or mark the case of document issuance from the Canary Islands, using the Edit button.
Register new installations when required, using the New Installation button.

Customer Administrator

This is the person assigned as SDH Administrator when the customer is registered. Additionally, they also acquire the role of Company Administrator.

Their responsibilities include:

Completing the Data of the Company/Companies from the Companies section and editing the general Data of each Company record. If the Customer has more than one Company, they must complete the data for all of them.
Signing the SDH Agreement. The Contact Person and Contact NIF can be modified for the signature process and later updated again to receive SDH email notifications.
Signing the AEAT Collaboration Agreement or managing the Company’s own AEAT Seal Certificate if no agreement is signed.
Registering new users.
Managing the Authentication Certificate for the SDH API.

From the Customers section of the SDH website, the Customer Administrator can:

Edit the Customer’s general data using the Edit button.
Register new users using the Add button.
Manage the Authentication Certificate for the SDH API:
- The most convenient option is to download it directly from SDH.
  If required by the Billing Software, the certificate serial number can be obtained from the Customer record:
- It is also possible to manage the Customer’s own certificate, in which case its fingerprint must be registered by editing the Customer record.

Remember that the correct SDH API URL must be configured in the Billing Software depending on the environment:

Production (Real), where the SDH Administrator registers Companies.
Development/Test, where Distributor, Company, and User data is periodically synchronized from Production.
In this environment, data editing is generally not allowed, and SDH Agreement or AEAT Collaboration Agreement signatures must not be performed.

Obtaining the Certificate for Authentication:

For testing a Company’s Billing Software, the certificate must be managed from the Production (Real) environment.
For Software Developers testing SDH integration, it must be obtained from the Development/Test environment.
In certain cases (e.g. Cloud Software), and with the approval of the SDH Administrator, the same certificate may be reused for customers.

Company Administrator

The main responsibilities are:

Edit the Company’s general data using the Edit button.
Register new users or assign existing Customer users to the Company using the Add User button.
Optionally, grant access to a Distributor Consultant/Implementer using the Add Consultant button.
Sign the SDH Agreement. This is mandatory for SDH to process invoices sent from the Billing Software.
For convenience, signing via Sign contract with SignPoint is recommended.

It is also possible to download the document, sign it manually, and upload it for review by the SDH Administrator.
AEAT Collaboration Agreement. Optional but highly recommended, so that SDH signs document submissions to the Tax Administration using the Zucchetti Spain seal certificate. Otherwise, the Company must manage its own seal certificate.
Signing via Sign AEAT agreement with SignPoint is recommended.

It is also possible to sign by downloading the document and then uploading it already signed so that it can be reviewed by the SDH Administrator.
- If the AEAT Collaboration Agreement is not signed, the Company must manage its own AEAT Seal Certificate using the Import Certificate button.
Review whether the tariff plan is appropriate. The Company can switch to a higher plan from the Tariffs section by selecting the new plan.

Company User

The main actions available are:

Consult the status and chaining of documents, although this is usually handled directly from the Billing Software.

More information is available in the following video: How to Operate in SDH as a User
Password: ZucchettiTRNG