When you have a Business or Enterprise account in Monta, you are able to provide different types of access to your financial and other teams, by assigning them a specific role in your Monta account.
These roles have limited permissions for actions in Monta Hub. The goal is to enable different people in your organization to perform reviewing of transactions, financial reporting and bookkeeping.
The current guide provides an overview of the different roles available in Monta Hub. If you want to learn how to practically assign or edit a role, you can click here.
Operator level roles
These are roles available for Operator accounts. You can access the roles by navigating to your Operator account page and selecting the “Members & Access” tab.
Role
Administrator
Manager
Bookkeeper
Supporter
Who is this?
The user has access to all the Teams under the Operator account and has all the actions available in all the areas they have access to.
Similar to the Administrator role, the Manager can also access all Teams under the Operator account. There are some actions that are restricted in comparison to the Administrator.
This role only has access to reviewing transactions, financial reporting and other bookkeeping tasks on an Operator level and Team.
The role is dedicated to the support team in charge of answering users’ questions and troubleshooting issues with charge points.
Recommended for:
A person, who you want to give full administrative access to your account and your clients’ Teams.
A person who will manage your Operator account, but has restricted permissions to Teams.
A person who needs to track financial transactions and charges, but has no access to any other part of the Monta system.
Support Team members who will do tech and other support.
The following tables represent how much the different Operator users can access and manage.
Primary navigation
This is the Operator Primary navigation in Monta Hub. This is accessible only to the Operator users and can be found in the left side bar menu.
Product area
Admin
Manager
Bookkeeper
Supporter
Dashboard
✅
✅
❌
❌
Operator page
✅
✅
❌
❌
Subscriptions (✅ for Partner user)
❌
❌
❌
❌
Transactions
✅
✅
✅
✅
Invoices
✅
✅
✅
❌
Promotion codes
✅
✅
❌
❌
Teams
✅
✅
✅
✅
Charge points
✅
✅
❌
✅
Installer jobs
✅
✅
❌
❌
Charges
✅
✅
✅
✅
Reports
✅
✅
❌
✅
Lead Generator
✅
✅
❌
❌
Shop
✅
✅
❌
❌
Charges
Product area
Admin
Manager
Bookkeeper
Supporter
See charge details
✅
✅
✅
✅
See transaction details
✅
✅
✅
✅
Export charge sessions
✅
✅
✅
✅
View and browse charge sessions
✅
✅
✅
✅
Teams list
Product area
Admin
Manager
Bookkeeper
Supporter
View all Teams list
✅
✅
✅
✅
Search / Filter Teams info
✅
✅
✅
✅
Access a specific Team
✅
✅
✅
✅
Export Team info
✅
✅
✅
❌
Create a Team
✅
✅
❌
❌
Delete a Team
✅
❌
❌
❌
Site details page
Product area
Admin
Manager
Bookkeeper
Supporter
Create Installer job
✅
✅
❌
❌
Site actions: Add charge point
✅
✅
❌
❌
Site actions: Installer job
✅
✅
❌
✅
Site actions: Transfer to another Team
✅
❌
❌
❌
Site actions: Import charge points
✅
✅
❌
❌
Delete charge points
✅
✅
❌
❌
Set up Load Balancing
✅
✅
❌
❌
Edit Charge site functionalities
✅
✅
❌
❌
Reports
Product area
Admin
Manager
Bookkeeper
Supporter
Delete reports
✅
✅
❌
❌
Edit reports settings
✅
✅
❌
❌
Assign reports
✅
✅
❌
❌
Browse through reports
✅
✅
❌
✅
Charge point details page
This is the individual charge point page in Monta Hub. It can be accessed when you click on any charge point.
Product area
Admin
Manager
Bookkeeper
Supporter
Edit Reservations settings
✅
✅
❌
❌
Edit Roaming settings
✅
✅
❌
❌
Add / Delete charge point
✅
✅
❌
❌
View logs / Access readings
✅
✅
❌
✅
Navigate to installer job
✅
✅
❌
❌
Access Deeplink
✅
✅
❌
✅
View subscription details
✅
✅
❌
✅
Apply a subscription
✅
✅
❌
❌
Transfer to Team
✅
✅
❌
❌
Configure charge point
✅
✅
❌
❌
Set integration
✅
✅
❌
❌
View all charge points table
✅
✅
❌
✅
Export charge points
✅
✅
❌
❌
Set active/ inactive
✅
✅
❌
❌
Operator members access to Teams
Each Team under the Operator can be accessed by the Operator members. However, each member has different access to the separate Team tabs. Bellow are tables specifying the access to the different Team tabs for each Operator member.
Team overview
Product area
Admin
Manager
Bookkeeper
Supporter
See charge details
✅
✅
✅
✅
See transaction details
✅
✅
✅
✅
View and navigate to charge points
✅
✅
❌
✅
Export charge sessions
✅
✅
✅
✅
View and navigate reports
✅
✅
❌
❌
View and browse charge sessions
✅
✅
✅
✅
Team charge points
Product area
Admin
Manager
Bookkeeper
Supporter
Edit Reservations settings
✅
✅
❌
❌
Edit Roaming settings
✅
✅
❌
❌
Add / Delete charge point
✅
✅
❌
❌
Create a Price Group
✅
✅
❌
❌
Apply firmware update
✅
✅
❌
❌
Bulk edit accessibility
✅
✅
❌
❌
Bulk reboot charge points
✅
✅
❌
✅
Bulk edit price settings
✅
✅
❌
❌
Go to charge point details page
✅
✅
❌
✅
Set active / inactive
✅
✅
❌
❌
Transfer to user
✅
❌
❌
❌
View charge points
✅
✅
❌
✅
Connect charge point
✅
✅
❌
❌
Team Members
Product area
Admin
Manager
Bookkeeper
Supporter
Add new Team Members
✅
✅
❌
❌
View/Update Member settings
✅
✅
❌
❌
Transfer Ownership
✅
❌
❌
❌
Delete Team Members
✅
✅
❌
❌
View Team Members
✅
✅
✅
❌
Invite Team Members
✅
✅
❌
❌
View Team charges
✅
✅
❌
❌
Team Wallet
Product area
Admin
Manager
Bookkeeper
Supporter
Add / Edit Team bank account
✅ / ❌
✅ / ❌
✅ / ❌
❌
Pair/ View/ Delete charge keys
✅
✅
✅
❌
Add / Delete Payment terminal
✅
✅
✅
❌
Browse / Export / Refund Transactions
✅
✅
✅
❌
Download receipts
✅
✅
✅
❌
Enable invoicing
✅
✅
✅
❌
Deposit funds in Team Wallet
✅
✅
✅
❌
Withdraw funds from Team Wallet
✅
❌
✅
❌
View access Team Wallet
✅
✅
✅
❌
See transaction details
✅
✅
✅
❌
Team Price Groups
Product area
Admin
Manager
Bookkeeper
Supporter
Add / Edit / Delete additional fees
✅
✅
❌
❌
Set Price Group as default
✅
✅
❌
❌
Create / Delete Price Groups
✅
✅
❌
❌
Edit / Apply Price Group
✅
✅
❌
❌
Access / View Team Price Groups
✅
✅
❌
✅
Team settings
Product area
Admin
Manager
Bookkeeper
Supporter
Add / Edit bank account
✅ / ❌
✅ / ❌
✅
❌
Edit Team settings
✅
✅
❌
❌
View / Access Team settings
✅
✅
❌
❌
Set bank account as default
✅ / ❌
✅ / ❌
❌
❌
Other Features
Product area
Admin
Manager
Bookkeeper
Supporter
Partner API
✅
✅
❌
❌
Operator Billing & Support
✅
✅
❌
❌
Access to Operator Page
✅
✅
❌
❌
Charge profiles
✅
✅
❌
❌
Team Fleet
✅
✅
❌
❌
Team Schedules
✅
✅
❌
❌
Themes
✅
✅
❌
❌
Bank account editing
Bank accounts cannot be deleted, no matter of the user role, both on Team and Operator level.
Operators can decide if the Teams under the Operator have the ability to edit their bank account. If you are an Operator user and want to limit the ability to edit Team bank accounts, reach out to your Customer Success Manager.
