{"id":15379,"date":"2024-04-19T14:42:10","date_gmt":"2024-04-19T13:42:10","guid":{"rendered":"https:\/\/monta.com\/uk\/?post_type=help-center&#038;p=15379"},"modified":"2025-11-13T12:38:13","modified_gmt":"2025-11-13T11:38:13","slug":"operator-organization-structures","status":"publish","type":"help-center","link":"https:\/\/monta.com\/en\/help-center\/operator-organization-structures\/","title":{"rendered":"Operator organization structures"},"content":{"rendered":"\n<p>This guide explains the Operator organization structures in Monta, describing the access levels and information shared between accounts.<\/p>\n\n\n\n<p>Every organization that enters a partnership with Monta creates an Operator account, which is the Main account of the organization. If the organization is running a big operation with multiple locations, different types of customers, and other complexities, they can create Sub-accounts.&nbsp;<\/p>\n\n\n\n<p>An organization will always have only one Main account, but can have multiple\/as many Sub-accounts, as they need.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Main account<\/h2>\n\n\n\n<p>The Main account is the Operator account which manages the entire organization. The Main account consolidates everything that\u2019s happening in the Sub-accounts and functions as the overall control center for the organization.&nbsp;<\/p>\n\n\n\n<p>In the list of accounts, you can recognize the Main account by the crown symbol.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/8olBJCMX2KTvupyUvEm9lbpw2-5ZWHbGV8fTvACl6_qL10lsA1O2AfeG-xy9TXiHg868KiyEeL22dAA_ztuoGyhlTXSuZajypovB2GFr3Q2rtYVN7jptTgxr9isP0Qg0g6LLKyoUBDcyvI8OS0tXWcY\" alt=\"overview of dashboard\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Sub-account<\/h2>\n\n\n\n<p>A Sub-account is an Operator account in the same organization. In the list of accounts, Sub-accounts show to which organization they belong.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/qjCEi8YQTGyJ_XIAbnKLZ345Pkc7AMbhqu9mERa9uuukelvxLle-50lJJtJEJY3PSZ7mlm4C4Zqo3a7_HmSn7F8JKYUtrNethLtej_zXPSSgKIBbtMmlN7fI8WK5jd-xWSMvI8WYujesOkRX4LApI-s\" alt=\"overview of dashboard\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Managing access <\/h2>\n\n\n\n<p><strong>Main account access<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only <a href=\"https:\/\/monta.com\/uk\/help-center\/operator-roles-permissions\/\">Operator users<\/a> in the Main account can access the Main account. <\/li>\n\n\n\n<li>The Main account has access to all of the Sub-accounts\u2019 Teams, charge points, Charging sites, Installer jobs, Reports and Dashboards.&nbsp;<\/li>\n\n\n\n<li>Main account Operator users have the same access rights in the Sub-accounts. For example, a Supporter in the Main account will also be a Supporter in the Sub-accounts<\/li>\n\n\n\n<li>You should give Main account access only to users, which should have free access to all Sub-accounts.<\/li>\n<\/ul>\n\n\n\n<p><strong>Sub-account access<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sub-accounts can <strong>only access their own<\/strong> Teams, charge points, Charging sites, etc.<\/li>\n\n\n\n<li>Sub-accounts have can see and apply Plans and Themes created by the Main account (but cannot edit them).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">How does the Main account access Sub-account data?<\/h3>\n\n\n\n<p>The Main account can directly access specific Sub-account data, without switching accounts. This is only available in Monta Hub (the new version). Currently, the Main account can directly access Teams, charge sessions and charge points of Sub-accounts. <\/p>\n\n\n\n<p><strong>Main account access example: <\/strong><\/p>\n\n\n\n<p>We have an Organization called Onboarding Webinar. This Organization has a Main account called Onboarding Webinar and a Sub-account called Monta guidance. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When I access Onboarding Webinar (Main account), I select a collection on the left-side menu.<\/li>\n\n\n\n<li>In the Teams collection, I can see the Teams from all Operator accounts by default<\/li>\n\n\n\n<li>I can filter to see only Main account Teams, only Sub-account Teams or both<\/li>\n<\/ul>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(53.96% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/ko0dxuzny2pi?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<p><strong>Sub-account access example:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When I access Monta guidance (Sub-account), I select a collection on the left-side menu<\/li>\n\n\n\n<li>In the Teams collection, I can only see the Teams that belong to the Monta guidance operator<\/li>\n<\/ul>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(53.96% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/c8ugfcshtvua?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Switch between Operator accounts<\/h2>\n\n\n\n<p>You will be able to switch between accounts, which you can access.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Operator name on the left-side menu<\/li>\n\n\n\n<li>Click on <strong>-&gt; Switch Account<\/strong><\/li>\n\n\n\n<li>Select between Organizations or Operators view\n<ul class=\"wp-block-list\">\n<li>On top of the page, you will see how many accounts you can access<\/li>\n\n\n\n<li>Accounts with a crown symbol are Main accounts<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click on <strong>Go to account<\/strong> to access the Operator<\/li>\n<\/ol>\n\n\n\n<div>\n        <script src=\"https:\/\/js.storylane.io\/js\/v1\/storylane.js\"><\/script>\n        <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 27px);width:100%;height:0;transform:scale(1)\">\n          <iframe class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/6stlbaeo6yf4\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n        <\/div>\n      <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn about different Operator account types, access levels and information shared between the accounts. <\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false},"help_cat":[318],"help_tags":[412],"class_list":["post-15379","help-center","type-help-center","status-publish","format-standard","hentry","help_cat-monta-hub-account","help_tags-hub"],"acf":[],"_links":{"self":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center\/15379","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/users\/16"}],"wp:attachment":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/media?parent=15379"}],"wp:term":[{"taxonomy":"help_cat","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_cat?post=15379"},{"taxonomy":"help_tags","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_tags?post=15379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}