Operator user roles and permissions

When you have a Business or Enterprise account in Monta, you are able to provide different types of access to your financial and other accounts, by assigning them a specific role in your Monta account.

These roles have limited permissions for actions in Monta Hub. The goal is to enable different people in your organization to perform reviews of transactions, financial reporting, and bookkeeping.

The current guide provides an overview of the different roles available in Monta Hub. If you want to learn how to practically assign or edit a role, see the Manage your Operator account article in this help center.

Operator level roles

These are roles available for Operator accounts. You can access the roles by navigating to your Operator Settings page and selecting the “Members” tab.

Role	Description
Admin	This role suits someone who needs access to everything under the Operator profile, including client accounts. Admins can view, create, update and delete items wherever it’s possible, as well as other task-specific actions.
Operations Manager	This role suits someone who manages operations. Operations Managers can access all accounts, and update and create new items. They cannot withdraw or deposit money.
Bookkeeper	This role suits someone working on financial tasks. Bookkeepers can view transactions, wallet, and all finance-related areas in Hub, so they can track payments and finances. They can also withdraw and deposit money, and make refunds.
Support Agent	This role suits someone working in either technical or customer support. Support Agents can view all relevant areas in Hub, so they can answer users’ questions and troubleshoot easily. They cannot update or create new items.

The following tables represent how much the different Operator users can access and manage.

Permissions

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Dashboards	✅	✅	❌	❌
Operator Settings	✅	✅	❌	❌
Subscriptions (✅ for Partner user)	❌	❌	❌	❌
Transactions	✅	✅	✅	✅
Invoices	✅	✅	✅	❌
Promotion codes	✅	✅	❌	❌
Accounts	✅	✅	✅	✅
Charge points	✅	✅	❌	✅
Installer jobs	✅	✅	❌	❌
Charges	✅	✅	✅	✅
Alert Settings	✅	✅	❌	✅
Monta Shop	✅	✅	❌	❌
Monta Control	✅	✅	❌	✅

Charges

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
See charge details	✅	✅	✅	✅
See transaction details	✅	✅	✅	✅
Export charge sessions	✅	✅	✅	✅
View and browse charge sessions	✅	✅	✅	✅

Accounts list

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
View all Accounts list	✅	✅	✅	✅
Search / Filter Accounts info	✅	✅	✅	✅
Access a specific Account	✅	✅	✅	✅
Export Account info	✅	✅	✅	❌
Create an Account	✅	✅	❌	❌
Delete an Account	✅	❌	❌	❌

Site details page

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Create Installer job	✅	✅	❌	❌
Site actions: Add charge point	✅	✅	❌	❌
Site actions: Installer job	✅	✅	❌	✅
Site actions: Transfer to another Account	✅	❌	❌	❌
Site actions: Import charge points	✅	✅	❌	❌
Delete charge points	✅	✅	❌	❌
Set up Load Management	✅	✅	❌	❌
Edit Charge site functionalities	✅	✅	❌	❌

Alert Settings

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Delete alerts	✅	✅	❌	❌
Edit settings	✅	✅	❌	❌
Assign alerts	✅	✅	❌	❌
Browse through reports	✅	✅	❌	✅

Charge points

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Edit Reservations settings	✅	✅	❌	❌
Edit Roaming settings	✅	✅	❌	❌
Add / Delete charge point	✅	✅	❌	❌
View logs / Access readings	✅	✅	❌	✅
Navigate to installer job	✅	✅	❌	❌
Access Deeplink	✅	✅	❌	✅
View subscription details	✅	✅	❌	✅
Apply a subscription	✅	✅	❌	❌
Transfer to Account	✅	✅	❌	❌
Configure charge point	✅	✅	❌	❌
Set integration	✅	✅	❌	❌
View all charge points table	✅	✅	❌	✅
Export charge points	✅	✅	❌	❌
Set active/ inactive	✅	✅	❌	❌

Account overview

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
See charge details	✅	✅	✅	✅
See transaction details	✅	✅	✅	✅
View and navigate to charge points	✅	✅	❌	✅
Export charge sessions	✅	✅	✅	✅
View and navigate reports	✅	✅	❌	❌
View and browse charge sessions	✅	✅	✅	✅

Account charge points

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Edit Reservations settings	✅	✅	❌	❌
Edit Roaming settings	✅	✅	❌	❌
Add / Delete charge point	✅	✅	❌	❌
Create a Price Group	✅	✅	❌	❌
Apply firmware update	✅	✅	❌	❌
Bulk edit accessibility	✅	✅	❌	❌
Bulk reboot charge points	✅	✅	❌	✅
Bulk edit price settings	✅	✅	❌	❌
Go to charge point details page	✅	✅	❌	✅
Set active / inactive	✅	✅	❌	❌
Transfer to user	✅	❌	❌	❌
View charge points	✅	✅	❌	✅
Connect charge point	✅	✅	❌	❌

Account Members

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Add new Account Members	✅	✅	❌	❌
View/Update Member settings	✅	✅	❌	❌
Transfer Ownership	✅	❌	❌	❌
Delete Account Members	✅	✅	❌	❌
View Account Members	✅	✅	✅	❌
Invite Account Members	✅	✅	❌	❌
View Account charges	✅	✅	❌	❌

Account Wallet

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Add / Edit Account bank account	✅ / ❌	✅ / ❌	✅ / ❌	❌
Pair/ View/ Delete charge keys	✅	✅	✅	❌
Add / Delete Payment terminal	✅	✅	✅	❌
Browse / Export / Refund Transactions	✅	✅	✅	❌
Download receipts	✅	✅	✅	❌
Enable invoicing	✅	✅	✅	❌
Deposit funds in Account Wallet	✅	✅	✅	❌
Withdraw funds from Account Wallet	✅	❌	✅	❌
View access Account Wallet	✅	✅	✅	❌
See transaction details	✅	✅	✅	❌

Account Price Groups

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Add / Edit / Delete additional fees	✅	✅	❌	❌
Set Price Group as default	✅	✅	❌	❌
Create / Delete Price Groups	✅	✅	❌	❌
Edit / Apply Price Group	✅	✅	❌	❌
Access / View Account Price Groups	✅	✅	❌	✅

Account settings

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Add / Edit bank account	✅ / ❌	✅ / ❌	✅	❌
Edit Account settings	✅	✅	❌	❌
View / Access Account settings	✅	✅	❌	❌
Set bank account as default	✅ / ❌	✅ / ❌	❌	❌

Other Features

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Partner API	✅	✅	❌	❌
Operator Billing & Support	✅	✅	❌	❌
Access to Operator Page	✅	✅	❌	❌
Charge profiles	✅	✅	❌	❌
Vehicles	✅	✅	❌	❌
Account Schedules	✅	✅	❌	❌
Themes	✅	✅	❌	❌

Bank accounts

Bank accounts cannot be deleted, no matter of the user role, both on Account and Operator level.

Operators can decide if the Accounts under the Operator have the ability to edit their bank account. If you are an Operator user and want to limit the ability to edit Account bank accounts, reach out to your Customer Success Manager.

Monta Control

Monta Control is Monta's platform for real-time monitoring and troubleshooting of charge points. You can open Monta Control from the Charge Points area in Hub using the Control button.

Product area	Admin	Operations Manager	Bookkeeper	Support Agent
Access Monta Control	✅	✅	❌	✅