Fleet Roles Explained

Table of Contents

Fleet Role functionality offers an advanced solution for managing EV assets and transactions, providing capabilities that go beyond what a regular end-customer account offers. This feature is particularly valuable for Charge Point Operators (CPOs) and Managed Service Providers (MSPs) looking to safely and efficiently delegate roles and rights to their end customers, especially those with complex, multi-level organizational structures.

Benefits

Benefits for CPOs and MSPs

Create Unlimited Amount of New User Groups (Organizations)

Create elaborate hierarchical structures

Create ‘Fleet Manager’ and ‘Facility Manager’ Roles for end customers

Assign Roles to User Groups

Benefits for your Customers

Your customers, empowered by Fleet Roles, gain access to:

Unified Access: A single login provides access to multiple user groups and their associated EV assets, simplifying user experience.

Advanced Asset Management Rights: End customers can enjoy advanced management rights, offering granular control over EV assets. For detailed role information, please refer to [Role Details](link to the article).

Aggregated Reporting: Access comprehensive reporting capabilities, focusing on charge points and cards, streamlining data insights.

Please be aware that setting up Fleet Roles may involve asset migration efforts initially. The extent and complexity of this migration can vary depending on your specific use case. For a better understanding of the migration impact and to explore the adoption of Fleet Roles, we recommend consulting your dedicated account manager. They can provide guidance tailored to your unique requirements.

Fleet Role Details

With the Fleet Roles feature, you will get access to Fleet Manager and Facility Manager roles, which you can freely assign to your customers. You can combine the two roles to give selected customers access to all management rights of Fleet & Facility.

These roles give your end customers advanced management rights, offering granular control over EV assets.

Fleet Reporting

Fleet roles have access to aggregated reports within the designated ‘Organization’, which contains multiple company accounts.

Fleet Manager Reporting

Charge Card Reports

Charge Session Reports

Employees Report

Charge Session Per Employee Report

Charge Session Per Charge Card Report

Facility Manager Reporting

Charge Station Report

Charge Session Per Charge Point Report

Use Cases

Case A: a logistics company

Situation:

Situated & operating in one country

Comprised a holding company & subsidiary branches

Have charging stations at office sites

Needs:

The holding company wants to enjoy one-point management and an overview of entire EV assets & charging sessions across subsidiaries.

Solution:

Special ‘fleet account’ at the Holding level (with both Fleet+Facility manager role) has access to management reporting of entire subsidiaries
Regular company accounts manage their assets at the subsidiary level

Case B: an international consultancy

Situation:

Comprised a holding company & subsidiary branches based in different countries.

Each company deploys home-charge station at employee’s home

Needs:

An account manages all home charge stations & cards
An account manages EV assets attached to Offices

Solution:

Fleet+facility manager role at holding level
Facility manager role at the country level to oversee company sites
Fleet manager role at the country level to oversee employees and their assets
Company accounts manage their assets at the subsidiary level

Frequently Asked Questions

Who are Fleet roles designed for?

Fleet roles are specifically designed for end customers who need to manage multi-level organizational structures.

How do Fleet roles differ from regular end-customer accounts?

Regular end-customer accounts provide access to EV assets and data within their own company. In contrast, Fleet roles offer access to a configurable group where assets from multiple companies can be assigned.

Is Fleet roles a paid service?

Yes, Fleet roles are a paid service.

How can I enable Fleet roles for my customers?

To enable Fleet roles for your customers, you need to first ensure that the feature is enabled at your provider level. Please contact our Customer Care Team or your account manager for assistance.

I am a sub-provider. Can I enable Fleet roles for my customers?

Yes, sub-providers have the ability to enable Fleet roles for their customers.

How many Fleet roles can I offer to my customers?

Once Fleet roles are enabled, you can offer an unlimited number of roles to your customers. However, fair use policy applies, and it is not permitted to replace regular accounts with Fleet roles.

Can I use one email address for multiple accounts?

Yes, you can use one email address to manage multiple accounts with different assigned roles. The user names have to be unique.

I want to apply Fleet roles to my existing customers. How can I proceed?

Applying Fleet roles to existing customers may require migration efforts and adjustments to the existing configurations. To apply for Fleet roles, it is recommended to consult with our Customer Care team or your Account Manager for guidance and support.

Can I provide system user roles to my end-customers in addition to Fleet roles?

No, end-customers are not eligible to use system user roles by default. Sharing system user login credentials with end-customers is strictly prohibited, as it poses security risks. Fleet roles are specifically designed for end-customers with limited accessibility and should be utilized for their needs.

What are additional responsibilities will CPO/MSP take up when adopting Fleet roles?  

1. Organization Configuration: CPO/MSP should accurately configure Organizations (User groups), encompassing all EV assets, including company and employee accounts, charge cards, charge stations, and transaction information. 

2.Assignment of Roles: It is the responsibility of CPO/MSP to appropriately assign Fleet or Facility managers to Organizations. Incorrect assignments may result in privacy and security breaches. 
Security Concerns: Incorrect configurations pose a risk of privacy and security breaches. For example, if a Fleet manager from ‘Company A’ gains access to the EV assets of ‘Company B,’ it could lead to a serious violation. CPO/MSP using Fleet roles bear full liability for such consequences. 

3. Preventing Issues: To prevent such problems, it is crucial to plan the design of organizations for customers in advance. Consulting with your account manager or Solution manager is recommended to avoid mistakes and ensure a secure setup. 

Ensuring accurate configurations and thoughtful planning is essential to prevent privacy and security issues for all customers involved. 

What are privacy related concerns when adopting Fleet roles? 

When granting Fleet or Facility manager roles to end-customers, CPO/MSP should be mindful of the extended access these roles may have to EV assets. This access could exceed that of regular end-user accounts, potentially allowing access to assets across multiple companies. 

To address this, CPO/MSP may need to collect consents from end customers, informing them about how their personal information will be processed. Failure to collect sufficient consents and resulting in unauthorized access will solely be the liability of the CPO/MSP using Fleet Roles. 

Updated on April 16, 2024

Tagged: flottenmanagement

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