Operator organisation structures

This guide explains the Operator organization structures in Monta, describing the access levels and information shared between accounts.

Every organization that enters a partnership with Monta creates an Operator account, which is the Main operator of the organization. If the organization is running a big operation with multiple locations, different types of customers, and other complexities, it can create Sub-operators.

An organization will always have only one Main operator, but can have multiple/as many Sub-operators, as they need.

Main operator

The Main operator is the Operator account, which manages the entire organization. The Main operator consolidates everything that’s happening in the Sub-operators and functions as the overall control center for the organization.

Sub-operator

A Sub-operator is an Operator account in the same organization. In the list of accounts, Sub-operators show which organization they belong to.

Managing access

Main operator access

• Only Operator users in the Main operator can access the Main operator.
• The Main operator has access to all of the Sub-operators’ Teams, charge points, Charging sites, Installer jobs, Reports and Dashboards.
• Main operator Operator users have the same access rights in the Sub-operators. For example, a Supporter in the Main operator will also be a Supporter in the Sub-operators
• You should give the main operator access only to users who should have free access to all Sub-operators.

Sub-operator access

• Sub-operators can only access their own Teams, charge points, Charging sites, etc.
• Sub-operators can see and apply Plans and Themes created by the Main operator (but cannot edit them).

How does the Main operator access Sub-operator data?

The Main operator can directly access specific Sub-operator data, without switching accounts. This is available in the new Monta Hub, which is now the default — it isn’t available in the classic Hub, which remains reachable temporarily from the user menu. Currently, the Main operator can directly access Teams, charge sessions and charge points of Sub-operators.

Main operator access example:

We have an Organization called Onboarding Webinar. This Organization has a Main operator called Onboarding Webinar and a Sub-operator called Monta Guidance.

• When I access Onboarding Webinar (Main operator), I select a collection on the left-side menu.
• In the Teams collection, I can see the Teams from all Operator accounts by default
• I can filter to see only Main operator Teams, only Sub-operator Teams, or both

Sub-operator access example:

• When I access Monta guidance (Sub-operator), I select a collection on the left-side menu
• In the Teams collection, I can only see the Teams that belong to the Monta guidance operator

Switch between Operator accounts

You will be able to switch between accounts, which you can access.

1. Select the Operator name on the left-side menu
2. Click on →Switch Account
3. Select between Organizations or Operators view On top of the page, you will see how many accounts you can access
4. Accounts with a crown symbol are Main operators
5. Click on Go to account to access the Operator