Create Admin Roles

To create admin roles, complete the following steps:

  1. Log in to your ChargePoint Driver Management Solution account.

  2. Navigate to Organisations > Admins > New Admin.

  3. Enter the following information:

    • Administrator type: Specify the type of administrator. Choose one of the following:

      • Organisation admin

      • ChargePoint network admin

    • Organisation: Enter the name of the organisation. This option is only applicable if the Administrator type is Organisation admin.

    • First Name: Enter a first name for the admin.

    • Last Name: Enter a last name for the admin.

    • E-mail: Enter an email address for the admin.

    • Role: Select a role for the admin in the drop-down list. Hover over the ? icon to view the privileges for each roles. The following roles are suggested for a Driver Management Solution account:

    Admin Roles and Privileges

    Admin Role

     

    Privileges

    Add, Edit and Delete or Disable Admins

    Create and Edit Connections

    Invite, Approve and Remove Drivers

    View and Export Reports

    Network Manager

    Yes

    Yes

    Yes

    Yes

    Connections Officer

    No

    Yes

    Yes

    No

    Analyst

    No

    No

    No

    Yes

  4. Select the Everything Present & Future under Assign Station Group Permissions to allow access to all the station groups present now and in the future as a part of the organisation you have selected.

  5. Select the Everything Present & Future under Assign Driver Group Permissions to allow access to all the driver groups present now and in the future as a part of the organisation you have selected.

    You (i.e., Network Manager) can also select custom driver groups to limit the admin account's access to select driver groups. In the future, if your admin/coworker needs access to other connections, you must edit your coworker's account and assign new permissions.

  6. Click Add New Admin to apply the changes.

  7. Click Cancel to discard the changes and close the window.

Your coworker will receive an email to create a ChargePoint Driver Management Solution account. For more information, see Set up your ChargePoint Account.