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Account Management
Create teams, manage members, set permissions, and control charging access.
Articles
- Account features
- Account roles and permissionsUnderstand the three Team member roles — Owner, Admin, and Member — and which permissions can be assigned to each.
- Account settingsUpdate company information, contact or finance email, manage subscriptions, configure Team invitation settings, and convert a Team to an Operator Team.
- Check if a user's email and phone are verified, and what security notices they getSee whether a user has confirmed their email and phone in Hub, and explain the security notices a user receives when either one changes.
- Find your way around the Hub sidebar as an account memberExplains the shorter Hub sidebar that account member view shows, which four entries it holds and what to do if an entry is missing.
- Hide commercial data from a technician role in HubShows which Hub permissions control the Payment tab on an account and the Reimbursements menu item, so a technician role can service chargers without seeing commercial data.
- How do I bulk import accounts?Learn how to create multiple accounts at once in Monta Hub, set custom join codes in the import, and check the import history for errors.
- How do I change an account's type?Switch a team between Private and Professional in Monta Hub, and learn what you need to clear first — company details, subscriptions, invoices and sponsored charging.
- How do I control where my members can charge?Set restrictions on where the Team Wallet can be used for charging, by country or operator, at the team, member group, member, or charge key level.
- How do I create a Fleet operations Team?Learn how to set up a Fleet operations Team in Monta Hub to manage a fleet of electric vehicles, sponsored home charging, and member access.
- How do I create an account?Step-by-step instructions for creating a Professional or Private Team in Monta Hub.
- How do I create an Operator Team?Learn what an Operator Team is, when to use it, and how to create one or convert an existing Team.
- How do I create a Private Team?Learn how to set up a Private Team in Monta Hub to offer charging services to private EV drivers under your Operator account.
- How do I invite and manage account members?Learn how to invite members individually or in bulk, manage roles and permissions, set pricing, apply fees, and remove members from a Team.
- How do I invite colleagues to an account by email domain?Add and verify your organisation's email domain, choose a member group, and Monta invites colleagues who already use Monta. You only see counts until someone accepts.
- Invite colleagues to your account by email domainAdd and verify your organisation's email domain in Hub so colleagues with a Monta account are invited to your account automatically.
- Operator Team SettingsLearn how to create a pre-defined settings template for different Team types, apply it in bulk, and understand each configurable field.
- Team OverviewNavigate the different Teams views in Monta Hub — covering charge point usage, fleet data, roaming sessions, revenue, and site utilization.
- Understanding Monta account typesExplains the team types in Monta Hub — Professional, Private, and the default Personal team — how their features and cost differ, plus the Operator team setting, and how to choose the right one.
- What are nested accounts?Learn how to give charge point access to users across different Teams by using Nested Teams, including how to invite, accept, manage access, and leave a Parent Team.