Company Management
What are the steps in the company creation flow?
The company creation flow takes place through a user-filled form in this order: Company Details Section: Input company name, address, VAT number Contacts Section: This section stores the points of contact for a company. For a company, this is the ...
What information is required to invite a single driver?
You must provide the email address of the driver. An email will be sent to the user as an invitation.
What options are available when adding a driver?
When the Add a Driver button is pressed, the user is offered three options: Invite a single driver Bulk invite drivers
How do I add a new driver from the Drivers List?
There is a button on the top right of the Drivers List table to add a driver. When pressed, it opens the Add a Driver options.
What does the “Unlink” action do?
Unlink is only visible to CPO at the company level. It unlinks and removes the user from the company’s user group and revokes access to all chargers under this specific company.
What does the “Delete” action do?
The option to Delete is only visible to Enterprise. It deletes the driver account. The user also gets unlinked from the company automatically and gets deleted. If required, they can re-create their account and come back later.
What does it mean if public charging is disabled for a driver?
If public charging is disabled for a driver, they can only use residential charging. If they are part of a company, they can only residential charge or charge privately on company chargers.
Is a driver always visible at the Enterprise level?
Yes. A driver is always visible on the Enterprise level. They must be added to a company to be part of it, but even if they are removed and unlinked from all companies, they will still be visible at the Enterprise level.
What is the difference between Public Drivers and Private Drivers?
Public drivers are the users who can access public charging Private drivers are part of certain private locations within an Enterprise, but also have access to public charging The system displays the Driver Type as “Public,” “Private,” or both based ...
What is the Drivers List?
The Drivers List is a cumulative list of all drivers under a certain enterprise or company.
What is the Drivers Module in the Portal?
The Drivers Module is a dedicated area in the Portal that provides a comprehensive Drivers List for all drivers connected to an Enterprise or Company, and a detailed Driver’s Detail Page for each driver within the enterprise or company.
What is the Public/Private toggle in the Location Details Page?
At the top right of the Location Details Page there is a toggle with “Public” and “Private” options. The Public toggle remains disabled with a hover message showing “Public Charging coming soon”.
What information is required on the Location Details Page?
The Location Details Page must include fields for: Company name Location name Address (address line, city, post code, country): Under the image on the left-hand side, the user can pick a location pin on the map that points to the location. This is ...
What are the steps in the location creation flow?
The location creation flow works in this order: Location Details Page: Takes in general location details as well the tariff information for the location. A toggle at the top right of the screen allows the user to choose between ‘Public’ and ‘Private' ...
How are module-level permissions handled in the new company creation flow?
Module-level permissions are handled in the Modules Section, which must display a list of all available modules with toggle switches for permission control. These permissions are set as part of the same continuous company creation flow so that ...
When is the “Save” button enabled in the company Admin Users Section?
The Save button in the Admin Users Section is enabled when the primary company owner is sent an invite and added.
How are admin users handled in the company creation flow?
The Admin Users Section must allow the admin to assign at least one user as an administrator for the new company. This user would be the company owner. Other admins can also be added but this is optional.
How does the Contracts Section work in the company creation flow?
The Contracts Section stores the contract details for a company. This is a non mandatory option, so the user can also directly proceed by clicking on the “Next” button
Why am I unable to press the “Next” button in the form?
The “Next” button on the Company Creation form is enabled only after all mandatory fields in each page (marked with an *) are filled.
What are the steps in the company creation flow?
The company creation flow takes place through a user-filled form in this order: Company Details Section: Input company name, address, VAT number Contacts Section: This section stores the points of contact for a company. For a company, this is the ...