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Account Management

Create teams, manage members, set permissions, and control charging access.

Articles in this category

How do I invite and manage account members?Learn how to invite members individually or in bulk, manage roles and permissions, set pricing, apply fees, and remove members from a Team.Account roles and permissionsUnderstand the three Team member roles — Owner, Admin, and Member — and which permissions can be assigned to each.Account settingsUpdate company information, contact or finance email, manage subscriptions, configure Team invitation settings, and convert a Team to an Operator Team.What are nested accounts?Learn how to give charge point access to users across different Teams by using Nested Teams — including how to invite, accept, manage access, and leave a Parent Team.How do I create an account?Step-by-step instructions for creating a Professional or Private Team in Monta Hub.How do I bulk import accounts?Learn how to create multiple Teams at once in Monta Hub using the bulk import template, and how to check the import history for errors.How do I control where my members can charge?Set restrictions on where the Team Wallet can be used for charging, by country or operator, at the team, member group, member, or charge key level.Operator Team SettingsLearn how to create a pre-defined settings template for different Team types, apply it in bulk, and understand each configurable field.How do I create a Fleet operations Team?Learn how to set up a Fleet operations Team in Monta Hub to manage a fleet of electric vehicles, sponsored home charging, and member access.Team OverviewNavigate the different Teams views in Monta Hub — covering charge point usage, fleet data, roaming sessions, revenue, and site utilization.Understanding Monta account typesExplains the team types in Monta Hub — Professional, Private, and the default Personal team — how their features and cost differ, plus the Operator team setting, and how to choose the right one.How do I create a Private Team?Learn how to set up a Private Team in Monta Hub to offer charging services to private EV drivers under your Operator account.How do I create an Operator Team?Learn what an Operator Team is, when to use it, and how to create one or convert an existing Team.How do I change an account's type?Switch a team between Private and Professional in Monta Hub, and learn what you need to clear first — company details, subscriptions, invoices and sponsored charging.Account featuresIn the new Hub, accounts no longer have separate "types" for things like fleet operations. Instead, every Private or Professional account has a set of individual feature toggles that you turn on or off depending on what the account needs. This makes it possible to combine capabilities — for example,How do I preview an account with Viewing as?See an account exactly as its Owner, Admin, members or groups do — a read-only preview from your operator view, including what each audience can’t see or change.