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 teams, 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 reviewing 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, you can click here. 

Operator level roles

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

Role	Description
Admin	This role suits someone who needs access to everything under the Operator account, including client teams. Admins can view, create, update and delete items wherever it’s possible, as well as other task-specific actions.
Manager	This role suits someone who manages operations. Managers can access all teams, 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.
Supporter	This role suits someone working in either technical or customer support. Supporters 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	Manager	Bookkeeper	Supporter
Dashboards	✅	✅	❌	❌
Operator Settings	✅	✅	❌	❌
Subscriptions (✅ for Partner user)	❌	❌	❌	❌
Transactions	✅	✅	✅	✅
Invoices	✅	✅	✅	❌
Promotion codes	✅	✅	❌	❌
Teams	✅	✅	✅	✅
Charge points	✅	✅	❌	✅
Installer jobs	✅	✅	❌	❌
Charges	✅	✅	✅	✅
Alert Settings	✅	✅	❌	✅
Monta Shop	✅	✅	❌	❌

Charges

Product area	Admin	Manager	Bookkeeper	Supporter
See charge details	✅	✅	✅	✅
See transaction details	✅	✅	✅	✅
Export charge sessions	✅	✅	✅	✅
View and browse charge sessions	✅	✅	✅	✅

Teams list

Product area	Admin	Manager	Bookkeeper	Supporter
View all Teams list	✅	✅	✅	✅
Search / Filter Teams info	✅	✅	✅	✅
Access a specific Team	✅	✅	✅	✅
Export Team info	✅	✅	✅	❌
Create a Team	✅	✅	❌	❌
Delete a Team	✅	❌	❌	❌

Site details page

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

Alert Settings

Product area	Admin	Manager	Bookkeeper	Supporter
Delete alerts	✅	✅	❌	❌
Edit settings	✅	✅	❌	❌
Assign alerts	✅	✅	❌	❌
Browse through reports	✅	✅	❌	✅

Charge points

Product area	Admin	Manager	Bookkeeper	Supporter
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 Team	✅	✅	❌	❌
Configure charge point	✅	✅	❌	❌
Set integration	✅	✅	❌	❌
View all charge points table	✅	✅	❌	✅
Export charge points	✅	✅	❌	❌
Set active/ inactive	✅	✅	❌	❌

Team overview

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

Team charge points

Product area	Admin	Manager	Bookkeeper	Supporter
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	✅	✅	❌	❌

Team Members

Product area	Admin	Manager	Bookkeeper	Supporter
Add new Team Members	✅	✅	❌	❌
View/Update Member settings	✅	✅	❌	❌
Transfer Ownership	✅	❌	❌	❌
Delete Team Members	✅	✅	❌	❌
View Team Members	✅	✅	✅	❌
Invite Team Members	✅	✅	❌	❌
View Team charges	✅	✅	❌	❌

Team Wallet

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

Team Price Groups

Product area	Admin	Manager	Bookkeeper	Supporter
Add / Edit / Delete additional fees	✅	✅	❌	❌
Set Price Group as default	✅	✅	❌	❌
Create / Delete Price Groups	✅	✅	❌	❌
Edit / Apply Price Group	✅	✅	❌	❌
Access / View Team Price Groups	✅	✅	❌	✅

Team settings

Product area	Admin	Manager	Bookkeeper	Supporter
Add / Edit bank account	✅ / ❌	✅ / ❌	✅	❌
Edit Team settings	✅	✅	❌	❌
View / Access Team settings	✅	✅	❌	❌
Set bank account as default	✅ / ❌	✅ / ❌	❌	❌

Other Features

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

Bank accounts

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

Operators can decide if the Teams 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 Team bank accounts, reach out to your Customer Success Manager.