Account user roles
Every Account has three member roles: Owner, Admin, and Member. Permissions for the Admin and Member roles can be adjusted per member, or in bulk using Member Groups — see How do I invite and manage Team Members in Monta Hub?
Account member permissions
The table below shows which permissions can be assigned per role.
- This action can always be performed by the role.
- This action cannot be performed by the role.
- You can toggle to allow or restrict the action for that role.
Note: An Operator can restrict the ability of Account members to edit bank accounts. If you cannot edit a bank account, contact your Operator.
How do I manage an Account member’s permissions?
- Open the Account and click the Members & Access tab.
- Click to open the Account member’s page.
- Under General settings, switch the Account user role if needed.
- Under Permissions: Toggle to allow the member to pay for charging with the Account Wallet.
- Toggle to allow the member to pay with the Account Wallet in the Monta Shop.
- Toggle to allow depositing and withdrawing funds from the Account Wallet.
- Toggle to allow the member to request sponsoring, where applicable.
- Toggle to allow access to the charge point configuration page.
- Toggle to allow the member to invite, remove, or edit other Account members.
- Click Save settings.
- Remove the Account member if required.
- Under Charge point access settings, see which charge points the user can charge on and use the action dots to give or revoke access.
How do I transfer Account ownership?
This action is only available to the current Account Owner, or to an Operator user with sufficient Operator permissions (for example, an Organization admin or Operations manager).
- Open the Account and go to the Members & Access tab.
- Click the action button for the Account member you want to make owner.
- Select Transfer ownership and click Confirm.