Account settings

Hver kunde i Monta Hub — en privat bilist, en virksomhed eller en underoperatør — er repræsenteret af en Konto. Denne artikel dækker kontodetaljesiden (/accounts/[account]): its tabs, and the Settings card where you manage the account's information, features, invitation options, plan, and type.

An account's type is one of Personal, Private, or Professional. Personal accounts belong to an individual driver and can't be created or changed from the Hub. Private and Professional accounts can be created from the Accounts list and switched between each other later (see Change account type below). Things like Fleet, Vehicles, Roaming, and Reimbursed charging are not account types — they're feature toggles you turn on or off for an existing account in Settings > Features.

What tabs does an Account page have?

Opening an account (Konti i venstremenuen, og vælg derefter en konto) vises en række faner øverst. Hvilke du ser, afhænger af din rolle, kontoens plan og hvilke funktioner der er aktiveret:

• Oversigt — forbrugsstatistik, advarsler og (afhængigt af plan/tilladelser) yderligere overvågningsvisninger.
• Netværk — kontoens ladestandere (EVSE'er) og de lokationer, de tilhører.
• Charging sessions — the account's charge session history.
• Members & access — members, member groups, and nested/parent account relationships.
• Charge keys — the account's RFID/charge key inventory.
• Reimbursements — only shown once Reimbursed charging is enabled in Features; for reimbursing employees who charge at home or work.
• Vehicles — the account's registered vehicles.
• Schedules — charging schedules configured for the account.
• Price groups — pricing configuration for the account.
• PowerBank — only shown if the account's PowerBank subscription is available; see the dedicated PowerBank-artikel.
• Betaling — transaktioner, fakturaer, betalingsterminaler, skat, omkostningscentre og betalingsindstillinger.
• Settings — beskrevet i detaljer nedenfor.

Oversigt-fanen

Standardvisningen viser statistikkort (samlet antal opladninger, gennemsnitligt dagligt antal opladninger, omsætning, sparet CO₂, samlet forbrug og, hvor det er relevant, samlede wallet-udgifter — alt sammen over de sidste 30 dage), et kontooversigtskort samt eventuelle åbne advarsler. Afhængigt af din plan og dine tilladelser kan du muligvis også skifte til:

• Flådeoversigt — en tabel over ladesessioner efter kontomedlem.
• Statusmonitor — et gitter med status for ladestandere (online/offline/fejl).
• Livestatus, Tidslinje, Optagede tider, og Oppetid — yderligere overvågningsvisninger, hvor det er aktiveret.
• Alle brugerdefinerede dashboards, som din operatør har tilføjet til denne konto.

Netværksfane (EVSE'er og lokationer)

Lists the account's charge points under an EVSEs sub-tab, and the locations (formerly called "sites") those charge points belong to under a Locations sub-tab. Use the search box and filters (state, connection, visibility, type, status, location) to find a specific charge point, or add a new one from here.

Members & access tab

Administrer, hvem der har adgang til kontoen, og hvad de kan gøre:

• Medlemmer — inviter, søg og filtrer medlemmer; angiv rolle eller tilladelser for flere medlemmer samtidigt; fjern et medlem; eksporter listen.
• Medlemsgrupper — gruppér medlemmer under en fælles prisgruppe og fælles betalingsindstillinger.
• Indlejrede konti — andre konti, du har inviteret til at bruge dine ladestandere (du bestemmer deres adgang og prisgruppe).
• Overordnede teams — konti, der har inviteret dig til at bruge deres ladestandere (de bestemmer din adgang og prissætning).

Hvert medlem har en af tre roller på kontoniveau: Ejer (én pr. konto, fuld kontrol, kan overføre ejerskab), Admin, or Member. These are separate from Operator-level roles (Organization admin, Operations manager, Bookkeeper, Support agent), which apply across all of an operator's accounts rather than to a single one.

Payment tab

Covers everything related to how the account pays and gets paid:

• Transactions — wallet balance, withdraw funds, and the transaction history (with refund actions where applicable).
• Invoices — only shown once invoicing is enabled for the account.
• Split billing — lets a driver top up from a personal payment method when a session exceeds the account's covered per-kWh rate; settled monthly.
• Payment terminals — manage in-person payment hardware (e.g. Nayax, Payter, CPI) linked to the account's charge points.
• Tax — the account's VAT or sales-tax rates. In VAT countries you'll typically see one rate; in sales-tax countries (e.g. US/Canada) you can configure per-account rates, which sit alongside any operator-level rates inherited from the parent operator.
• Cost centers — organize charging costs into either the account's own cost centers or ones inherited from its operator; a nested account's members inherit a parent's cost center unless a more specific one is set on them directly.
• Payment settings — billing method (pay as you go / invoice / operator transaction), compliance information (VAT number or company registration number), and SEPA direct debit.
• Bank account settings — add or edit the bank account used for payouts/withdrawals.

Charge keys, Reimbursements, Vehicles, Schedules, and Price groups tabs

• Charge keys — manage the account's RFID charge keys: pair a new one, block/unblock, assign to a member, and see which networks (Monta, operator, or roaming) it can access. This is different from the Charge keys policy in Settings (below), which controls whether members can self-register keys at all.
• Reimbursements — charging sessions, employees, and payouts for reimbursed (sponsored) charging, plus its own settings sub-tab. Only available once Reimbursed charging is turned on under Settings > Features.
• Vehicles — add, edit, or remove the account's vehicles, manage vehicle integrations, and see which members use each vehicle.
• Schedules — charging schedules configured for the account's charge points.
• Price groups — create and edit price groups (public, member, cost, or sponsored pricing) and apply them to charge points, locations, or members.

Settings tab

Administrer kontoens generelle indstillinger og faktureringsoplysninger. Selve fanen Indstillinger har nogle underfaner — Generelt (behandles mere detaljeret nedenfor), Abonnementer, Brugerdefinerede felter, App onboarding, og Audit Log (hvem der har ændret denne konto eller noget, der tilhører den — medlemmer, ladebrikker, prisgrupper, ladeplaner, omkostningssteder, EVSE'er). Resten af denne artikel dækker, hvad der er på Generelt indstillingskortet.

Generelt

Rediger kontoens grundlæggende oplysninger:

• Kontonavn, Land, and (for Professional accounts) company details — legal company name and address, company registration number (e.g. CVR, KVK).
• Contact email — primary contact for correspondence about the account.
• Finance email — receives invoices and financial communications.
• Legal email — receives legal correspondence and contracts.
• Tax identifiers — VAT number, tax ID, EAN number (for e-invoicing), and PO number, used on invoices and tax reports.
• VAT rate / sales tax — the rate applied to charges; VAT rates are managed centrally (contact finance to change one), sales tax applies in countries like the US and Canada.
• Kategori — et valgfrit tag til at organisere konti.

Funktioner

Aktivér eller deaktivér funktioner for denne konto. Hvis du slår en funktion til, tilføjes den tilsvarende fane eller funktionalitet til kontoen:

• Flåde
• Vehicles
• Roaming
• load balancing
• Avancerede medlemmer
• Reimbursed charging — aktiverer fanen Firmabetalt opladning til refusion af medarbejdere, der oplader hjemme eller på arbejde.
• Betalingsterminaler — aktiverer fysiske betalingsterminaler under Betaling.

Invitationsindstillinger

• joinkode — koden, som medlemmer (eller, ved en indlejret konto, en anden konto) indtaster for at tilmelde sig denne konto direkte.
• Acceptér automatisk tilmeldingsanmodning — accepterer automatisk medlemskabsanmodninger uden manuel godkendelse.
• Generer ladesteder automatisk — opretter automatisk en ladestander-lokation, når nye medlemmer tilslutter sig.
• Operator account — turns this account into one the operator manages itself: its charging revenue flows directly into the operator's wallet instead of being settled with a separate customer, and it inherits the operator's pricing.

Charge keys policy

• Tillad selvregistrering af ladebrik — giver ethvert kontomedlem mulighed for selv at registrere en ladebrik; den knyttes automatisk til det pågældende medlem.
• Begræns til ladebriks i inventar — når denne indstilling er aktiveret, kan medlemmer kun registrere ladebrikker, der allerede findes i operatørens lager.

Kontoindstilling (skabelon)

Kontoindstillinger er genanvendelige skabeloner – oprettet af en operatørbruger under Delte konfigurationer – der definerer de standardindstillinger, der anvendes, når en konto oprettes: priser, adgang, land, valuta og skatteregler. En skabelon kan angives som standard for en kontotype (så alle nye konti af den type automatisk bruger den), eller anvendes manuelt. Sådan anvender du en skabelon på denne konto:

1. In Settings, scroll to Current account setting.
2. Click Select account setting and choose the template.

Applying a template overrides this account's own member roles and permissions — e.g. if a member's role normally allows editing charge points but the template sets that to "No", they lose that ability while the template is applied.

Plan & status

Shows the account's current Monta plan and invite code. If the account is under an operator, it inherits that operator's plan.

Change account type

Switch this account between the Private and Professional types; this changes how it's taxed, billed, and configured. Personal accounts can't change type. Before switching, resolve anything blocking the change — for example: an active reimbursement, an active subscription that isn't available for the new type, incomplete company details (needed to switch to Professional), or open invoicing requests. Switching also means:

• Charges, invoices, and wallet transactions already created are not changed.
• Berettigelse til firmabetalt opladning ændres.
• Planberettigelse og abonnementsdækning revurderes.
• Momsbehandlingen af fremtidige opladninger og fakturaer kan ændre sig.
• Standardprisgrupper, gebyrer og moduler genanvendes fra operatørens skabelon for den nye type.

Overfør ejerskab

Overfør kontoejerskab til et andet medlem: vælg den nye ejer blandt kontoens medlemmer. Den nuværende ejer bliver et almindeligt medlem.

Delete account

Permanently deletes the account and all its data. This can't be undone. Personal accounts can't be deleted, transferred, or changed, since they belong to a single individual driver.