Account roles and permissions

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?

1. Open the Account and click the Members & Access tab.

2. Click to open the Account member's page.

3. Under General settings, switch the Account user role if needed.

4. 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.

5. Remove the Account member if required.

6. 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).

1. Open the Account and go to the Members & Access tab.
2. Click the action button for the Account member you want to make owner.
3. Select Transfer ownership and click Confirm.