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 member roles: Owner, Admin, and Member. Permissions for the Admin and Member roles can be adjusted per member, or in bulk using Member Groups — see How do I invite and manage Team Members 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 request sponsoring | Ask to be reimbursed for charging costs from the Account Wallet (relevant only where the Account uses reimbursed/sponsored charging) | Not available | 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 settings, switch the Account user role if needed.
- Under Permissions:
- Toggle to allow the member to pay for charging with the Account Wallet.
- Toggle to allow the member to pay with the Account Wallet in the Monta Shop.
- Toggle to allow depositing and withdrawing funds from the Account Wallet.
- Toggle to allow the member to request sponsoring, where applicable.
- Toggle to allow access to the charge point configuration page.
- Toggle to allow the member to invite, remove, or edit other Account members.
- 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 to an Operator user with sufficient Operator permissions (for example, an Organization admin or Operations manager).
- 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.