Account settings

Every customer in Monta Hub — a private driver, a business, or a sub-operator — is represented by an Account. This article covers the Account detail page (/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 (Accounts in the left-hand menu, then select an account) shows a row of tabs across the top. Which ones you see depends on your role, the account's plan, and which features are enabled:

• Overview — usage stats, alerts, and (depending on plan/permissions) additional monitoring views.
• Network — the account's charge points (EVSEs) and the locations they belong to.
• 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 article.
• Payment — transactions, invoices, payment terminals, tax, cost centers, and payment settings.
• Settings — covered in detail below.

Overview tab

The default view shows stat cards (total charges, average daily charges, revenue, CO₂ saved, total consumption and, where relevant, total wallet expenses — all over the last 30 days), an account summary card, and any open alerts. Depending on your plan and permissions, you may also be able to switch to:

• Fleet view — a table of charging sessions by account member.
• Status monitor — a grid of charge point statuses (online/offline/error).
• Live status, Timeline, Busy times, and Uptime — additional monitoring views, where enabled.
• Any custom dashboards your operator has added to this account.

Network tab (EVSEs and locations)

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

Manage who has access to the account and what they can do:

• Members — invite, search, and filter members; bulk-set role or permissions; remove a member; export the list.
• Member groups — group members under a shared price group and payment settings.
• Nested accounts — other accounts you've invited to use your charging stations (you control their access and price group).
• Parent accounts — accounts that have invited you to use their charging stations (they control your access and pricing).

Each member has one of three account-level roles: Owner (one per account, full control, can transfer ownership), 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

Manage the account's general settings and billing information. The Settings tab itself has a few sub-tabs — General (covered in detail below), Subscriptions, Custom fields, App onboarding, and Audit log (who changed this account or anything belonging to it — members, charge keys, price groups, schedules, cost centers, EVSEs). The rest of this article covers what's on the General settings card.

General

Edit the account's core details:

• Account name, country, 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.
• Category — an optional tag for organizing accounts.

Features

Enable or disable features for this account. Turning one on adds the corresponding tab or capability to the account:

• Fleet
• Vehicles
• Roaming
• Load balancing
• Advanced members
• Reimbursed charging — enables the Reimbursements tab, for reimbursing employees who charge at home or work.
• Terminals — enables in-person payment terminals under Payment.

Invitation settings

• Join code — the code members (or, for a nested account, another account) enter to join this account directly.
• Auto accept join request — automatically accepts membership requests without manual approval.
• Auto generate charging locations — automatically creates a charging-station location when new members join.
• 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

• Allow charge key self-registration — lets any account member register a charge key to themselves; it's automatically linked to that member.
• Restrict to inventory charge keys — when enabled, members can only register charge keys that already exist in the operator's inventory.

Account setting (template)

Account settings are reusable templates — created by an Operator user under Shared configurations — that define the defaults applied when an account is created: pricing, access, country, currency, and tax rules. A template can be set as the default for an account type (so every new account of that type picks it up automatically), or applied manually. To apply one to this account:

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.
• Eligibility for reimbursed charging changes.
• Plan eligibility and subscription coverage are re-evaluated.
• VAT treatment of future charges and invoices may change.
• Default price groups, fees, and modules are re-applied from the operator's template for the new type.

Transfer ownership

Transfer account ownership to another member: select the new owner from the account's members. The current Owner becomes a regular member.

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.