Learn how to create a pre-defined settings template for different Team types, apply it in bulk, and understand each configurable field.
Operator Account settings allow you to create a template of permissions and apply it to different types of Accounts. Instead of configuring each Account individually, you can define a set of permissions in bulk and apply them as needed.
Important to note
Operator Account settings can only be created, changed, and applied by Operator users with Administrator and Manager rights.
When an Account settings template is applied to an Account, it overrides the Account user roles and permissions. For example, if an Account Admin has been given the ability to modify charge points, but a template is applied with Modify charge points set to No, that Admin can no longer modify charge points in the Account.
How do I create an Account settings template?
- In the sidebar, go to Shared configurations.
- Select the Account settings tab and click Create setting.
- Give the template a name.
- Choose the Account type to which these settings should be automatically applied.
- Select the billing method.
- Select the country-specific settings.
- Choose the Powerbank settings and click Continue.
- Select Member permissions.
- Click Save, then Save and Apply.
Template fields explained
| Field | Definition | Comment |
| Account setting name | A name for the template | |
| Automatically apply setting to | Select whether to use this template as the default for: All, Private, Professional, or Operator Accounts | If selected as default for an Account type, all Accounts of that type will use these settings. If not set as default, you can apply the template manually per Account. |
| Account's billing method | Pay as you go — refill the Wallet when it goes negative. Invoice — the Account requests to enable Monta invoicing. Operator transaction — the Operator takes on the Account's transactions. | This field only appears if the template is set as default for Professional or Private Accounts. |
| Operator receives a percentage of PowerBank revenue | Define the percentage of PowerBank credits shared with the Operator | PowerBank is a Monta service that can be enabled on charge points in the Account. |
| Countries where Account wallet can be used | All — the wallet can be used anywhere. Specific country/countries — the wallet can only be used for charging in those countries. | Example: if Denmark is selected, Account members can only use the Account Wallet on charge points in Denmark. |
| Deposit to Account wallet | Ability to deposit funds into the Account Wallet | |
| Withdraw and manage bank account | Ability to withdraw funds from the Account Wallet | |
| Modify charge points | Ability to create, update, or delete charge points in the Account | |
| Modify Account | Ability to change the Account settings | |
| Modify cost groups | Ability to create, update, or delete cost groups in the Account | |
| Modify charge keys | Ability to create, update, or delete charge keys in the Account |
How do I apply an Account settings template?
If the template is not set as the default for an Account type, you can apply it manually from each Account's settings.
- Open the Account in Monta Hub and navigate to Settings.
- Scroll down and find the Current account settings section.
- Click Select account setting and choose the template you want to apply.
- Click Apply.