Virta

Roles Description

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Virta hub team meeting (3).jpg

This article walks you through understanding the various roles within your organisation.

We will cover:

1. Roles Overview
2. How to access EV driver data
3. Role-based permissions

Let's start!

 

Roles Overview

Each user has at least one specific role in their organisation. You can see your role(s) in the left-side menu under your organisation's logo and username. Users can have multiple roles, resulting in a unique combination of permissions.

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In brief

We have defined eight* roles:

  • Administrator: These users are the main Administrators of their organisation. They can do everything that is allowed for their organisation's modules and are responsible for the accuracy of their company data.
  • Driver Manager: These users are equipped to deal with all work related to managing a charging network. They can, for example, manage drivers, prices, and organization; do basic actions like reboot stations and update firmware (also as batch operations); and see everything in the system, but they don’t have the right to change advanced technical settings. It's a similar role to the old "Manager" but with fewer technical rights.
  • Charging Manager: These users have the same rights as the Driver Manager, except that they cannot see any EV driver data. It is a similar role as the old "Charging Network Manager" but has technical rights.
  • Technician: These users have all the tools they need to properly support and maintain a charging network. They can access all technical information related to stations, such as basic hardware descriptions, alerts, errors, and logs, as well as resolving actions (reboot, release, etc.). They can also change advanced technical settings, like managing stations’ technical configurations and energy settings.
  • Financial support: These users are Virta internals and resellers who need to perform advanced financial tasks on the Virta Hub. They can view everything except most technical data. They can manage pricing and billing information (note that also Driver Managers and Charging Managers can manage pricing, but they cannot edit billing information). The Financial Support role can cancel incorrect charge events; they can do fleet reimbursements and EV driver refunds (feature coming soon).
  • Paid Module Activator: This role should be assigned with a combination of some other roles. Alone, the role is not functional. This role is for users who need to be able to activate paid modules for the whole organisation.
  • Viewer: These users can view the usage of the system and basic reports. They are mainly in view - not edit mode. 
  • Receptionist: These users can have limited view of the usage of the system. They can still do some very basic troubleshooting actions, like rebooting a station, but not updating the firmware.

*Note that when inviting new members to the Virta Hub, you can see the roles which you are allowed to grant based on your current role. Thus, Viewers see less roles in dropdown than i.e. Administrators, who can see all seven or eight roles, depending if eight role Paid Module Activator is activated to the organisation in Virta's internal tool.

Please note that roles evolve with the system. New ones will be created, and existing ones will gain access to more features as we build them.

In principle, every role can invite other members with the same role as themselves, but everyone can invite Viewers. Administrators can naturally invite any roles, and Driver Manager can invite Driver Managers, Viewers as well as Charging Managers. 

Note that if your email has multiple accounts attached, you can always invite members according to the most highest level role + organisation combination you have, regardless of which session is active at the moment.

Access to EV driver data

We care about your customers' data. For this reason, viewing it is restricted to specific modules:

  • EV drivers > Find
  • EV drivers > Manage
  • EV drivers > History

as well as specific roles:

  • Administrator
  • Driver Manager
  • Financial Support

Please pay attention to these when naming new team members. You can always refer back to the table below for more detail.

Detailed permissions

By definition, Administrator always has access to all functionalities their organisation has access to.

Example: If my organisation has access to Stations > Find, my Administrator has access to all permissions under the Stations > Find module.

For this reason, Administrators are not represented in the table below.

More information about modules: Organisation modules

As these roles are new to Virta Hub, the table may still contain some human errors, and certain permissions may change over time. If you notice any discrepancies or believe that permissions for specific roles should work differently, please contact your CSM, who can pass your feedback and improvement suggestions on to the development team.

Module

 Submodule Function Driver Manager Charging Manager Technician Financial Support Viewer Paid Module Activator Receptionist

General navigation

 Dashboard View module ✅ ✅ ✅ ✅ ✅ ✅ ✅
Settings View module ✅ ✅ ✅ ✅ ✅ ✅ ✅
Edit account information ✅ ✅ ✅ ✅ ✅ ✅ ❌
Activate MFA ✅ ✅ ✅ ✅ ✅ ✅ ✅
View notifications about my account

✅

✅

✅

✅

✅

✅

❌
Support View module ✅ ✅ ✅ ✅ ✅ ✅ ✅
Notifications View module ✅ ✅ ✅ ✅ ✅ ❌ ✅
Alerts View module ✅ ✅ ✅ ✅ ✅ ✅ ❌
Reports View module ✅ ✅ ✅ ✅ ✅ ✅ ❌

Station management




 

 Find View Find tab ✅ ✅ ✅ ✅ ✅ ❌ ✅
View/search station/pool list ✅ ✅ ✅ ✅ ✅ ❌ ✅
View station/pool info widgets ✅ ✅ ✅ ✅ ✅ ❌ ✅
View notifications about stations & pools

✅

✅

✅

✅

✅

❌

❌
Generate station/pool (=CPO) reports  ✅ ✅ ✅ ✅ ✅ ❌ ❌
Manage Add/edit/archive stations ✅ ✅ ✅ ❌ ❌ ❌ ❌
Batch operation: add/edit/archive stations ✅ ✅ ✅ ❌ ❌ ❌ ❌
Create/edit/delete pools ✅ ✅ ✅ ❌ ❌ ❌ ❌
View & use controls ✅ ✅ ✅ ❌ ❌ ❌ ✅
Batch operation: use controls ✅ ✅ ✅ ❌ ❌ ❌ ❌
Update station firmware ✅ ✅ ✅ ❌ ❌ ❌ ❌
Batch operation: update stations firmware ✅ ✅ ✅ ❌ ❌ ❌ ❌
Change station configurations ❌ ❌ ✅ ❌ ❌ ❌ ❌
Batch operation: change stations configurations ❌ ❌ ✅ ❌ ❌ ❌ ❌
Upload diagnostics file ✅ ✅ ✅ ❌ ❌ ❌ ❌
View administrative state ✅ ✅ ✅ ✅ ✅ ❌ ✅
Edit administrative state ✅ ✅ ✅ ✅ ❌ ❌ ❌
Manage station alerts ✅ ✅ ✅ ✅ ❌ ❌ ❌
View notifications about station alerts

✅

✅

✅

✅

❌

❌

❌
Invite/assign technician role ❌ ❌ ✅ ❌ ❌ ❌ ❌
Charging history View History tab ✅ ✅ ✅ ✅ ✅ ❌ ✅
View charging sessions ✅ ✅ ✅ ✅ ✅ ❌ ✅
Manage charging session alerts ✅ ✅ ✅ ✅ ❌ ❌ ❌
View notifications about charging session alerts

✅

✅

✅

✅

❌

❌

❌
View charging history widgets ✅ ✅ ✅ ✅ ✅ ❌ ❌
Generate station charging history reports

✅

✅

✅

✅

✅

❌

❌
Make charge corrections

❌

❌

❌

✅

❌

❌

❌
Access management View Access management tab ✅ ✅ ✅ ❌ ✅ ❌ ✅
View authorised users ✅ ✅ ❌ ❌ ✅ ❌ ✅
Edit authorised users ✅ ✅ ❌ ✅ ❌ ❌ ✅
Edit access preferences ✅ ✅ ❌ ❌ ❌ ❌ ❌
View notifications about access preference updates ✅ ✅ ❌ ❌ ❌ ❌ ❌
Tariffs View Tariffs tab ✅ ✅ ❌ ✅ ❌ ❌ ❌
View station tariffs ✅ ✅ ❌ ✅ ✅ ❌ ❌
Edit station tariffs ✅ ✅ ❌ ✅ ❌ ❌ ❌
Logs


 		 View Logs tab ✅ ✅ ✅ ✅ ✅ ❌ ❌
Search logs ✅ ✅ ✅ ✅ ✅ ❌ ❌
Download logs ✅ ✅ ✅ ✅ ✅ ❌ ❌
See station and configurations audit logs ✅ ❌ ❌ ❌ ❌ ❌ ❌
Settings

 		 View Settings tab ❌ ❌ ✅ ❌ ❌ ❌ ❌
Get notifications for available firmware updates ✅ ✅ ✅ ❌ ❌ ❌ ❌
Upload a firmware update file if firmware library module is activated ❌ ❌ ✅ ❌ ❌ ❌ ❌

Module

 Submodule Driver Manager Charging Manager Technician Financial Support Viewer Paid Module Activator Receptionist

Energy

 View module
 ✅ ✅ ✅ ✅ ✅ ❌

❌
Dashboard View Dashboard ✅ ✅ ✅ ✅ ✅ ❌ ❌
DLM View DLM ✅ ✅ ❌ ✅ ❌ ❌ ❌
Edit DLM

❌

❌

✅

❌

❌

❌

❌
View DLM widgets

✅

✅

✅

❌

✅

❌

❌
Generate DLM reports

✅

✅

✅

❌

❌

❌

❌
ALM View ALM ✅ ✅ ✅ ❌ ✅ ❌ ❌
Edit ALM ❌ ❌ ✅ ❌ ❌ ❌ ❌

Customership

 View module ✅ ✅ ✅ ✅ ✅ ✅ ❌
My organisation View basic information tab ✅ ✅ ✅ ✅ ✅ ✅ ❌
View basic information ✅ ✅ ✅ ✅ ✅ ✅ ❌
Edit basic information ❌ ❌ ❌ ✅ ❌ ❌ ❌
Edit organisation address ❌ ❌ ❌ ✅ ❌ ❌ ❌
Invite/assign Viewer role ✅ ✅ ✅ ✅ ✅ ❌ ❌
Billing View Billing information tab ✅ ✅ ✅ ✅ ✅ ❌ ❌
View general information ✅ ✅ ✅ ✅ ✅ ❌ ❌
Edit general information ❌ ❌ ❌ ✅ ❌ ❌ ❌
View settlement information ✅ ✅ ✅ ✅ ✅ ❌ ❌
Edit settlement information IBAN and BIC ❌ ❌ ❌ ✅ ❌ ❌ ❌
Advanced Settings View advanced settings tab ✅ ✅ ❌ ✅ ❌ ❌ ❌
Edit advanced CPO settings ✅ ✅ ❌ ✅ ❌ ❌ ❌
Edit advanced EMP settings ✅ ✅ ❌ ✅ ❌ ❌ ❌
Structure Create sub-organisation copies via direct creation ❌ ❌ ❌ ❌ ❌ ❌ ❌
View notifications about structure updates (new/archived organisations) ✅ ✅ ❌ ❌ ❌ ❌ ❌
My team View My team tab ✅ ✅ ✅ ✅ ✅ ✅ ❌
View team members ✅ ✅ ✅ ✅ ✅ ✅ ❌
Invite team members ✅ ✅ ✅ ✅ ❌ ✅ ❌
Invite/assign Financial Support role ❌ ❌ ❌ ✅ ❌ ❌ ❌
Invite/assign Paid Modules Activator role ❌ ❌ ❌ ❌ ❌ ✅ ❌
Invite/assign Driver Manager role ✅ ❌ ❌ ❌ ❌ ❌ ❌
Invite/assign Charging Manager role ✅ ✅ ❌ ❌ ❌ ❌ ❌
Archive team members  ✅ ✅ ❌ ❌ ❌ ❌ ❌
Restore/delete archived team members ✅ ✅ ❌ ❌ ❌ ❌ ❌
Switch owner/administrator (invite new owners/administrators) ❌ ❌ ❌ ❌ ❌ ❌ ❌
View notifications about team updates ✅ ✅ ✅ ✅ ✅ ❌ ❌
Documents View finance documents tab ✅ ❌ ❌ ✅ ❌ ❌ ❌
View, retrieve and download finance documents ✅ ❌ ❌ ✅ ❌ ❌ ❌

Reseller

 View module ✅ ✅ ✅ ✅ ❌ ✅ ❌
View sub-organisation list & modules ✅ ✅ ✅ ✅ ✅ ✅ ❌
Create sub-organisation with custom set of modules ✅ ❌ ❌ ❌ ❌ ✅ ❌
Active/deactivate paid modules for sub-organisations ❌ ❌ ❌ ❌ ❌ ✅ ❌
Edit sub-organisation modules ✅ ✅ ❌ ❌ ❌ ✅ ❌
Modify organisation hierarchy/change parent organisation of sub-organisations ✅ ❌ ❌ ❌ ❌ ❌ ❌
Generate new organisation invitation ❌ ❌ ❌ ❌ ❌ ❌ ❌

EV Drivers



 

 View module ✅ ❌ ❌ ✅ ❌ ❌ ❌
Find View/search EV driver list ✅ ❌ ❌ ✅ ❌ ❌ ❌
Generate EV driver reports ✅ ❌ ❌ ✅ ❌ ❌ ❌
View Fleet reports ✅ ❌ ❌ ✅ ❌ ❌ ❌
Generate Fleet reports ✅ ❌ ❌ ✅ ❌ ❌ ❌
View fleet invoice attachments ✅ ❌ ❌ ✅ ❌ ❌ ❌
Manage

 Add new EV driver ✅ ❌ ❌ ✅ ❌ ❌ ❌
Bulk add EV drivers ✅ ❌ ❌ ✅ ❌ ❌ ❌
Edit EV drivers ✅ ❌ ❌ ✅ ❌ ❌ ❌
Edit private charging only ✅ ❌ ❌ ✅ ❌ ❌ ❌
Enable / disable EV drivers  ✅ ❌ ❌ ✅ ❌ ❌ ❌
Delete EV drivers  ✅ ❌ ❌ ✅ ❌ ❌ ❌
Charging tags

 View charging tags ✅ ❌ ❌ ✅ ❌ ❌ ❌
Edit/delete charging tags ✅ ❌ ❌ ❌ ❌ ❌ ❌
View RFID order report ✅ ❌ ❌ ✅ ❌ ❌ ❌
Bulk add RFIDs ✅ ❌ ❌ ❌ ❌ ❌ ❌
Confirm RFID dispatch ✅ ❌ ❌ ❌ ❌ ❌ ❌
Driver groups  View driver groups ✅ ❌ ❌ ✅ ❌ ❌ ❌
Edit drivers to group ✅ ❌ ❌ ✅ ❌ ❌ ❌

If you're looking for a particular role, feel free to reach out to your CSM; they're happy to help!

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