Roles description – Virta

Each user has a specific role in their organisation. You can see your role in the left-side menu under your organisation's logo and your username.

In brief

We have defined 6 roles for the time being.

Owner: these users are the main administrator 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.
Manager: these users have almost the same rights as the Owner - they are equipped to deal will all work related to managing a charging network
Charging network manager: these users have the same rights as the Manager, except that they can not see any EV driver data.
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 description, alerts, errors, logs - as well as resolving actions (reboot, release, etc.)
Monitoring: these users can view the usage of the system, money flows, invoices and basic reports. They are mainly in view - not edit - mode.
Receptionist: these users are responsible for simple daily actions such as giving access to private chargers or starting a charging event.

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.

Access to EV driver data

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

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

as well as specific roles:

Owner
Manager

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, Owners always have access to all functionalities their organisation has access to.

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

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

More information about modules: Organisation modules


Module	Submodule		Status	Manager	Charging network manager	Technician	Monitoring	Receptionist
General navigation	Dashboard	View module	Released	✅	✅	✅	✅	✅
	Settings	View module	Released	✅	✅	✅	✅	✅
		Edit account information	Released	✅	✅	✅	✅	✅
		Activate MFA	Released	✅	✅	✅	✅	✅
	Support	View module	Released	✅	✅	✅	✅	✅
	Notifications	View module	Released	✅	✅	✅	✅	✅
	Alerts	View module	Released	✅	✅	✅	❌	❌
	Reports	View module	Released	✅	✅	❌	✅	❌
Station management	Find	View Find tab	Released	✅	✅	✅	✅	✅
		View/search station/pool list	Released	✅	✅	✅	✅	✅
		View station/pool info widgets	Released	✅	✅	✅	✅	✅
		Generate station/pool info reports	Released	✅	✅	❌	✅	❌
	Manage	Add/edit/archive stations	Released	✅	✅	✅	❌	❌
		Batch operation: add/edit/archive stations	Released	✅	✅	❌	❌	❌
		Create/edit/delete pools	Released	✅	✅	✅	❌	❌
		View & use controls	Released	✅	✅	✅	❌	✅
		Batch operation: use controls	Released in autumn 2022	✅	✅	✅	❌	❌
		Update station firmware*	Released in autumn 2022	✅	✅	✅	❌	❌
		Batch operation: update stations firmware	Released in autumn 2022	✅	✅	❌	❌	❌
		Change station configurations*	Released in autumn 2022	✅	✅	❌	❌	❌
		Batch operation: change stations configurations	Released in autumn 2022	✅	✅	❌	❌	❌
		Upload diagnostics file*	Released in autumn 2022	✅	✅	❌	❌	❌
		View administrative state	Released	✅	✅	✅	✅	✅
		Edit administrative state	Released	✅	✅	✅	❌	❌
		Manage station alerts	Released	✅	✅	✅	❌	❌
		Invite/assign technician role	Released	✅	✅	❌	❌	❌
	Charging history	View History tab	Released	✅	✅	✅	✅	✅
		View charging sessions	Released	✅	✅	✅	✅	✅
		Manage charging session alerts	Released	✅	✅	✅	❌	❌
		View charging history widgets	Released	✅	✅	✅	✅	✅
		Generate station charging history reports	Released	✅	✅	❌	✅	❌
	Access management	View Access management tab	Released	✅	✅	❌	❌	✅
		View authorised users	Released	✅	✅	❌	❌	✅
		Edit authorised users	Released	✅	✅	❌	❌	✅
		Edit access preferences	Released	✅	✅	❌	❌	❌
		Invite/assign receptionist role	Released	✅	✅	❌	❌	❌
	Tariffs	View Tariffs tab	Released	✅	✅	❌	✅	❌
		View station tariffs	Released	✅	✅	❌	✅	❌
		Edit station tariffs	Released	✅	✅	❌	❌	❌
	Logs	View Logs tab	Released	✅	✅	✅	❌	❌
		Search logs	Released	✅	✅	✅	❌	❌
		Download logs	Released	✅	✅	✅	❌	❌
	Settings*	View Settings tab	Released	✅	✅	❌	❌	❌
		Get notifications for available firmware updates	Released	✅	✅	✅	❌	❌
		Upload a firmware update file	Released	✅	✅	❌	❌	❌
	Energy	Access to Energy UI	Released	✅	✅	❌	❌	❌
Customership	View module		Released	✅	✅	❌	✅	❌
	My organisation	View Basic information tab	Released	✅	✅	❌	✅	❌
		View basic information	Released	✅	✅	❌	✅	❌
		Edit basic information	Released	❌	❌	❌	❌	❌
		Invite/assign monitoring role	Released	✅	✅	❌	❌	❌
	Billing	View Billing information tab	Released	✅	✅	❌	✅	❌
		View general information	Released	✅	✅	❌	✅	❌
		Edit general information	Coming soon	❌	❌	❌	❌	❌
		View settlement information	Released	✅	✅	❌	✅	❌
		Edit settlement information	Coming soon	❌	❌	❌	❌	❌
	My team	View My team tab	Released	✅	✅	❌	✅	❌
		View team members	Released	✅	✅	❌	✅	❌
		Invite team members	Released	✅	✅	❌	❌	❌
		Invite/assign manager role	Released	✅	✅	❌	❌	❌
		Archive team members	Released	✅	✅	❌	❌	❌
		Restore/delete archived team members	Released	✅	✅	❌	❌	❌
		Switch owner	Released	❌	❌	❌	❌	❌
Reseller		View module	Released	✅	✅	❌	❌	❌
		Create sub-organisation with similar modules as the parent	Released	✅	✅	❌	❌	❌
		Create sub-organisation with a custom set of modules	Coming soon	✅	✅	❌	❌	❌
		Edit sub-organisation modules	Coming soon	✅	✅	❌	❌	❌
		Generate new organisation invitation	Released	✅	✅	❌	❌	❌
EV Drivers	View module		Released	✅	❌	❌	❌	❌
	Find	View/search EV driver list	Released	✅	❌	❌	❌	❌
		View EV driver info widgets	Coming soon	✅	❌	❌	❌	❌
		Generate EV driver info reports	Coming soon	✅	❌	❌	❌	❌
	Manage	Add new EV driver	Released	✅	❌	❌	❌	❌
	Manage	Edit EV drivers	Released	✅	❌	❌	❌	❌
	Charging tags	Add, edit and remove charging tags	Released	✅	❌	❌	❌	❌
	History	View History tab	Released	✅	❌	❌	❌	❌
		View EV driver activity history	Released	✅	❌	❌	❌	❌
		Generate EV driver activity reports	Released	✅	❌	❌	❌	❌

*Firmware update related action are allowed only users who have right role and have access to firmware update module.

In need of some specific role? Please share your ideas with us.

Comments

3 comments

Renzo Iten

06 July 2022 12:40
The charging network manager role is now available in the NAP. It should no longer say "coming soon" in the table?
1
Renzo Iten

21 September 2022 15:22
When is the "Customer support" role coming?
0
Moritz Fischer

29 November 2022 11:09
When is the "Customer support" role coming?
1

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In brief

Access to EV driver data

Detailed permissions

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