Hide commercial data from a technician role in Hub

Shows 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.

Updated 5 November 2026

This article is for operators who want a role for field technicians. Technicians install and service chargers. They do not need prices, payments or reimbursements. You will learn which permissions hide that data in Hub.

What you need

  • A custom operator role for your technicians.
  • The list of permissions you want the role to have.

What a technician role looks like

A technician role keeps the permissions needed to service chargers and leaves out commercial permissions. What a role can do depends on the permissions it has been given.

Hub hides a screen when the role lacks the permission that protects its data. You remove a permission, and the matching screen disappears.

Hide the Reimbursements menu item

The Reimbursements item in the sidebar lists reimbursement arrangements across all accounts of your operator. It appears under EMP / Fleet.

Hub shows it only when the role has the viewAny permission on reimbursed charge points. Leave that permission out of the technician role, and the item does not appear.

Hide the Payment tab on an account

Every account has a Payment tab. Each sub-tab shows only when the role has the permission that protects its data.

Sub-tabPermission the role needs
Transactionstransaction or wallet, view
Walletswallet, view
Invoicesinvoice, view
Split billingsplitBillingSettlement, viewAny
Payment terminalspaymentTerminal, viewAny
TaxteamPriceGroup, viewAny
Cost centersteamPriceGroup, viewAny
SettingsbankAccount, view

Some sub-tabs also depend on the plan of the account or on a feature that must be switched on. Those conditions still apply. For example, Cost centers also needs the cost centers feature switched on.

The Payment tab disappears when none of Transactions, Wallets, Invoices, Split billing, Payment terminals, Tax or Settings is available to the role. A link to a sub-tab the user cannot see opens the first sub-tab they can see instead.

Check the result

  1. Ask a technician to sign in to Hub with the new role.

  2. Open the sidebar and check that Reimbursements is not listed.

  3. Open an account and check that the Payment tab is not listed.

    The tab row of an account page in Hub for a role without commercial permissions, with Overview, Network, Charge sessions, Members & access, Charge keys, Reimbursements, Vehicles, Schedules, Price groups, Grid services and Settings, and no Payment tab.

  4. Open a charge point and check that the technician can reach the actions you granted.

If a screen is still visible, the role still has the permission for it. Open the role and remove the permission that protects that screen.

What the permissions do not hide

Removing permissions does not hide every amount in Hub. The account overview can still show the 30-day revenue of an account. Session details can still show what a session cost. Do not rely on a role alone to keep revenue figures from a technician.

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