A role is a set of permissions given to a user. It defines the extent to which users can access platform features. There are different roles available depending on the user type and access level.

Tenant users

Tenant users are listed under Users → System users.

There are seven roles available:

  • Tenant admin has access to everything in the platform.
  • Branding specialist can brand the platform.
  • Billing plan admin can set up billing plans.
  • Roaming admin can set up roaming.
  • Customer support is a support role intended to remotely assist with cards, stations, and user problems.
  • Technical support is a support role intended to remotely assist with stations.
  • Support agent is a support role designed for external call agents.

You can stack these roles according to how you want to set up your organization. For example, you can give external call agents extended station access by stacking the Support agent and Technical support roles.

Tenant users with permissions to view stations and/or cards can see all of them present in your tenant environment.

Permissions


Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
View dashboard(tick)(tick)
(tick)


View map(tick)(tick)(tick)(tick)



Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
View(tick)(tick)
(tick)


Import(tick)(tick)
(tick)


Activate(tick)(tick)
(tick)


Block(tick)(tick)
(tick)


Deactivate (with immediate effect)(tick)(tick)




Deactivate (effective after subscription expires)(tick)(tick)
(tick)


Suspend(tick)(tick)




Sync roaming(tick)(tick)
(tick)


View and download transactions(tick)(tick)
(tick)



Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
View(tick)(tick)(tick)(tick)


Import(tick)(tick)
(tick)


Activate(tick)(tick)
(tick)


Deactivate(tick)(tick)
(tick)


Reset station / connector(tick)(tick)(tick)(tick)


Start / stop charging(tick)(tick)(tick)



View billing plan(tick)(tick)
(tick)


Manage charging features(tick)(tick)
(tick)


Unlock connector(tick)(tick)(tick)(tick)


Set maximum current

(tick)



View and download transactions(tick)(tick)(tick)(tick)


Update location(tick)(tick)(tick)(tick)


Create sites






Add station to site(tick)(tick)(tick)(tick)


Create charging profiles (tenant level)(tick)





Set charging profile on station(tick)(tick)(tick)(tick)


Use configuration(tick)
(tick)



View and download logs(tick)(tick)(tick)(tick)


Update firmware(tick)(tick)(tick)(tick)


Use terminal(tick)
(tick)




Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
Invite all tenant system users(tick)





Invite support agents(tick)(tick)




Edit system user names(tick)(tick)




Edit system user roles(tick)





Edit system user email addresses(tick)





Edit system user preferred languages(tick)(tick)




Invite account owners(tick)(tick)




Invite sub-account owners (subsidiaries)(tick)(tick)




Invite drivers (employees)(tick)(tick)




Block tenant system users(tick)(tick)




Block customers (account owners, account admins, account station admins, drivers)(tick)(tick)




Delete customers (account owners, account admins, account station admins, drivers)(tick)





Edit customer names (account owners, account admins, account station admins, drivers)(tick)(tick)




Edit customer roles (account owners, account admins, account station admins, drivers)(tick)





Edit customer email addresses (account owners, account admins, account station admins, drivers)(tick)





Edit customer preferred languages (account owners, account admins, account station admins, drivers)(tick)(tick)




View account overview(tick)(tick)(tick)(tick)


Access billing information(tick)(tick)




Access reimbursement rate(tick)(tick)
(tick)


Access bank details(tick)(tick)




Download invoices(tick)(tick)




Toggle smart charging features(tick)(tick)
(tick)



Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
Select available languages(tick)





Set default language(tick)





Set up support links(tick)





Edit notification settings(tick)





Edit or reset branding (logo, wallpaper, favicon, main color)(tick)


(tick)


Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
Create and edit legal entities(tick)





Create and edit supported countries(tick)





Create and edit products and plans(tick)



(tick)
Create and edit subscriptions(tick)



(tick)
View billing plans on assets(tick)(tick)
(tick)


Download invoices(tick)(tick)





Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
View whitelisted cards(tick)(tick)(tick)(tick)

(tick)
Add roaming settings(tick)




(tick)
Set up P2P roaming connections (tick)




(tick)
Export CDRs(tick)




(tick)
View locations(tick)




(tick)

Tenant adminCustomer supportTechnical supportSupport agentBranding specialistBilling plan adminRoaming admin
Access site dashboard(tick)(tick)(tick)(tick)


Access site insights(tick)(tick)(tick)(tick)


Access fleets dashboard(tick)(tick)(tick)(tick)


Access fleet insights(tick)(tick)(tick)(tick)


Access driver management(tick)(tick)
(tick)


Export transaction reports(tick)(tick)(tick)(tick)


Account and sub-account users

Account and sub-account users appear under Users → Customers. They can only access assets belonging to the account and/or their sub-accounts.

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There are three roles available to account users:

  • Account owner: Users who sign up for an account, or who are invited as a Client or Account automatically receive this role. The platform considers them the owner of the account, and they are responsible for activating their assets.
  • Account admin: A system user who can help to administer the account.
  • Account station admin: A system user who can provide technical support for stations in the account.

There are four roles available to sub-account users:

  • Account owner: Users who are invited as an End-user (account owner) or Subsidiary receive this role. They are considered the owner of their sub-account and assets, and are responsible for activating their assets.
  • Account admin: A system user who can help to administer the sub-account.
  • Account station admin: A system user who can provide technical support for stations in the sub-account.
  • Driver: Users who are invited as an End-user (driver) or Employee receive this role. Drivers have limited access to platform features. The parent account is responsible for activating the driver's assets.

Tenant users can't invite account system users to the platform - only account owners and account admins can invite system users to the account. Tenant users with access to the Customers page can view account system users and edit their roles.

Permissions


Account ownerAccount adminAccount station adminSub-account owner / subsidiaryDriver / employee
View dashboard(tick)(tick)
(tick)
Use map(tick)(tick)(tick)(tick)(tick)

Account ownerAccount adminAccount station adminSub-account owner / subsidiaryDriver / employee
View(tick)(tick)
(tick)(tick)
Activate(tick)(tick)
(tick)
Block(tick)(tick)
(tick)
Deactivate (after the subscription expires)(tick)(tick)
(tick)
Suspend




View and download transactions(tick)(tick)
(tick)(tick)

Account ownerAccount adminAccount station adminSub-account owner / subsidiaryDriver / employee
View(tick)(tick)(tick)(tick)(tick)
Activate(tick)

(tick)
Reset station / connector(tick)(tick)(tick)(tick)(tick)
Start / stop charging(tick)(tick)(tick)(tick)(tick)
View billing plan(tick)(tick)
(tick)
Manage charging features(tick)(tick)
(tick)(tick)
Unlock connector

(tick)
(tick)
Set maximum current

(tick)

View and download transactions(tick)(tick)(tick)(tick)(tick)
Update location(tick)(tick)(tick)(tick)
Create site(tick)(tick)(tick)(tick)
Add station to site(tick)(tick)(tick)(tick)
Create charging profiles ((sub-)account level)(tick)

(tick)(tick)
Set charging profile on station(tick)(tick)(tick)(tick)
Use configuration

(tick)

View and download logs

(tick)

Update firmware

(tick)

Use terminal

(tick)


Account ownerAccount adminAccount station adminSub-account owner / subsidiaryDriver / employee
Invite account admins(tick)(tick)
(tick)
Invite account station admins(tick)(tick)
(tick)

Invite sub-account owners (subsidiaries) BUSINESS

(tick)(tick)


Invite drivers (employees) BUSINESS

(tick)(tick)


View account overview(tick)(tick)
(tick)
Access billing information(tick)(tick)
(tick)(tick)
Set reimbursement rate(tick)(tick)
(tick)
Access bank details(tick)(tick)
(tick)(tick)

Set reimbursement rate for drivers / sub-account owners BUSINESS

(tick)(tick)


Download invoices(tick)(tick)
(tick)(tick)

BUSINESS


Account ownerAccount adminAccount station adminSub-account owner / subsidiaryDriver / employee
Access site dashboard(tick)(tick)(tick)(tick)
Access site insights(tick)(tick)(tick)(tick)
Access fleets dashboard(tick)(tick)(tick)(tick)
Access fleet insights(tick)(tick)(tick)(tick)
Access driver management(tick)(tick)
(tick)
Export transaction reports(tick)(tick)(tick)(tick)