How do I invite and manage account members?

This article covers how to invite members to an Account, manage their roles and permissions, set pricing, apply fees, and remove members.

Invite a user to an Account

If you want to share access to your charge points or Account Wallet, you need to invite EV drivers to the Account. The people you are inviting do not need to have a Monta account yet. If they already have a Monta account, invite them using the same credentials.

1. Open the Account and go to the Members & Access tab.
2. Click on the + sign and select Invite new member.
3. Select Invite Account member.
4. Fill in the email or phone number of the person.
5. Select a Member Group (optional).
6. Select if they should be a Member or Admin.
7. Select the Price Group they will pay when using the Account’s charge points.
8. Click Invite.

Bulk invite users to an Account

You can invite multiple users at once. When using the bulk invitation method, all users are added with a Member role. You can edit that in the individual Member settings or by applying a Member Group.

1. Open the Account and go to the Members & Access tab.
2. Click on the + sign and select Invite new member.
3. Select Invite many at once.
4. Download the template and input the emails of the users.
5. Upload the template and click Invite. You will receive a confirmation email once the upload is complete.

Accept an invitation to join an Account

To accept the invitation, the newly invited user should follow these steps:

1. Click on the Accounts tab.
2. Select View Account invitations.
3. Choose to Join the account.

Share an Account join code with users

You can share the Account code with users who already have a Monta account. They can use the code in Monta Charge to join the Account. You can set the Account to automatically accept anyone who uses an Account code, or manually accept join requests.

1. Open the Account and go to the Members & Access tab.
2. Click on the + sign and select Invite new member.
3. Select Invite with Account code.
4. Copy the code and share it with the users.

Manage Join Requests

To accept a join request from a user:

1. Open the Account and go to the Members & Access tab.
2. Find the member with the Requested status.
3. Click on the three dots and select Respond to Join Request.
4. Click on Accept join request.

Create a Member Price Group

A Member Price Group sets the price that Account Members pay when charging on the Account’s charge points. You can create multiple Member Price Groups and apply them to different Account Members.

1. Open the Account and go to the Price Groups tab.
2. Click on Add new and select Member Price Group.
3. Fill in the price group details: name, price amount, price type, and tariff.
4. Click Save.

Apply a Member Price Group

You can set a Member Price Group as default so it is always suggested for new Account Members, or assign different price groups to individual members.

1. Open the Account and go to the Price Groups tab.
2. Click on Member Price groups.
3. From the action button, make the Price Group default or apply it to Account Members.
4. Select the Account Members who need this Price Group and click Save.

Apply a Member Fee

Member fees allow the Account to collect a monthly fee from Account Members’ personal Wallets — for example, to cover the cost of a service subscription.

1. Open the Account and go to the Members & Access tab.
2. Select one or more Members.
3. Click on Apply Member fee.
4. Choose to create a new Member fee or apply an existing one.
5. Select the fee and click Save.

Create a Member Group

Member Groups let Account Admins apply a set of settings to multiple Account members at once, including permissions, pricing, and wallet access.

Important: When a Member Group is applied to an account owner, the rights and permissions of the account owner are overwritten.

1. Open the Account and go to the Members & Access tab.
2. Click the + and select New member group.
3. Write a name and description for the Group.
4. Fill out the permission settings (see table below).
5. Review the Member Group permissions and click Save changes.
6. Click on Add Members to apply the Member Group to Account Members.

Apply wallet restrictions to a Member Group

You can set wallet restrictions for a Member Group so all members within it follow the same allowed countries and operators.

1. Open your account and go to Members & Access > Member Groups.
2. Open a group and scroll to Member wallet permissions and payment restrictions.
3. Define whether members can pay with the Account Wallet, and which countries and operators they can use.
4. Click Save changes.

If the account has existing operator- or account-level restrictions, those will appear as defaults and can be further limited here.

Allocate charge point access to Account Members

You can restrict the charge point access of Account Members, allowing them to charge only on specific charge points. This applies to both current members and newly invited members still in the Invited state.

1. Open the Account and go to the Members tab.
2. Select the Account Member.
3. Use the Search function to find a specific charge point if needed.
4. From the action button, select Give access.

Remove an Account Member

Only Account Owners and Admins with the right to manage Account Members can remove a user from the Account. Once removed, the member will no longer have access to the Account’s charge points or Wallet. If the Account Member is Sponsored, this will stop the Sponsorship and the member will not be able to request again.

1. Open the Account and go to the Members & Access tab.
2. Click on the Members tab and select the action button of the member you want to remove.
3. Select Remove Account member.
4. Confirm with Yes, remove.