Understand the three Team member roles — Owner, Admin, and Member — and which permissions can be assigned to each.
For: Account Owners, Admins, and Operators who manage Account member access in Monta Hub.
Account user roles
Every Account has three general roles. Permissions for each role can be adjusted in Monta Hub.
| Role | Account Owner | Account Admin | Member |
| Who is this? | The user who owns the Account. Their wallet and charge point permissions can be adjusted, but they can always manage new Account members. | A user who can be given managerial permissions — such as editing charge points, managing members, and managing the Account Wallet. | The user with the least administrative control. They can be given access to specific charge points and the right to pay with the Account Wallet. |
| Recommended for: | The owner of the charge point site. | Anyone who needs to manage the Account Wallet, set up charge points, export data, or invite members. | Anyone who needs to use the Account's charge points or pay with the Account Wallet. |
Account member permissions
The table below shows which permissions can be assigned per role.
- This action can always be performed by the role.
- This action cannot be performed by the role.
- You can toggle to allow or restrict the action for that role.
| Action | Description | Account Owner | Account Admin | Member |
| Can pay with Account Wallet in shop | Use the Account Wallet balance to purchase from the Monta Shop | Configurable | Configurable | Configurable |
| Can pay for charging with Wallet | Use the Account Wallet to pay for charging. If off, the member pays with their personal Wallet. Country restrictions can be applied. | Configurable | Configurable | Configurable |
| Can manage Account Wallet | Withdraw or deposit funds in the Wallet | Configurable | Configurable | Not available |
| Can configure charge points | Access the OCPP configuration of charge points in this Account | Configurable | Configurable | Not available |
| Can see other Account members' information | See the name, phone number, and email of other Account members | Always | Always | Not available |
| Can invite, remove, or edit Account members | Control over Account membership | Configurable | Configurable | Not available |
| Can export charges and transactions | Export Account charges or Wallet transactions | Always | Always | Not available |
Note: An Operator can restrict the ability of Account members to edit bank accounts. If you cannot edit a bank account, contact your Operator.
How do I manage an Account member's permissions?
- Open the Account and click the Members & Access tab.
- Click to open the Account member's page.
- Under General details, switch the Account user role if needed.
- Under Others:
- Toggle to allow the member to pay for charging with the Account Wallet.
- Toggle to allow depositing and withdrawing funds from the Account Wallet.
- Toggle to allow access to the charge point configuration page.
- Click Save settings.
- Remove the Account member if required.
- Under Charge point access settings, see which charge points the user can charge on and use the action dots to give or revoke access.
How do I transfer Account ownership?
This action is only available to the current Account Owner or an Operator user with Manager or Admin rights.
- Open the Account and go to the Members & Access tab.
- Click the action button for the Account member you want to make owner.
- Select Transfer ownership and click Confirm.