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How do I set up which users are on the whitelist of the organization?

Users on the whitelist of the organization do not have to pay for the kWh they charge, effectively charging for "free" from their perspective, as long as the required charging station(s) support whitelisting in their access mode. In that case, the charging station owner pays for the kWh, not the charging card holder.

Requirements:
  1. User is created
  2. Charge pass is added to the platform
  3. Access mode is set correctly
  4. Check card settings in the organization settings

Steps:

  1. Ensure the correct users, with the appropriate charging cards, are added to the correct organization by following these steps:

    1. From the left menu, select ‘Organizations’ and click on the tile of the correct organization you want to add the user to. This will open the organization.

    2. Navigate to ‘Users’ in the left menu and add the user as a cardholder or administrator, depending on their role in the organization, by filling in their first name, last name, and email address, and save. If the user already exists then you don't have to create a new user.


2. Add the charge pass to the platform

    1. Navigate to ‘Passes’ in the left menu and click on '+ add pass'.
    2. Choose the user the pass belongs to. 
    3. Add the visible ID or hidden ID (UID) of the pass. Usually, entering one of the two is sufficient:

        • Public cards by selecting the correct user, then entering the ‘Public Card ID’, which is the visible ID printed on the public charging card, and a card nickname, then save.

        • Non-public cards by selecting the correct user, then entering the ‘Hidden ID’, which is the hidden ID communicated by the charging card to the card reader of the charging station, and a card nickname, then save. (See “How do I add a non-public card for whitelisting” to retrieve the hidden ID of the non-public card.)

    4. Save the settings.

    3. Ensure the required charging station(s) support one of the two forms of whitelisting in the access mode (whitelisting or roaming & whitelisting):

    • If the entire location in the case of a charging plaza must support one of the two forms of whitelisting, set this in the location's access mode:

      • In the left menu, navigate to ‘Locations’ and select the correct location by clicking on the tile. This will open the location.

      • In the left menu, go to ‘Location Settings’ and select ‘Access Mode’.

      • Click on the pencil icon next to the location settings menu and choose one of the options:

        • “Restrict this location to specific users” (whitelisting).

        • “Set this location to public charging. Allow certain users to charge for free” (roaming & whitelisting).

        • Save the settings by clicking on the floppy disk icon next to the charging station settings menu.

    • If only a charging station or part of the charging stations in a charging plaza needs to support one of the two forms of whitelisting, set this in the access mode of each individual charging station:

      • In the left menu, go to ‘Assets’ and select the correct charging station by clicking on its line. This will open the charging station settings menu.

      • Select ‘Access Mode’ and click on the pencil icon next to the charging station settings menu.

      • Choose “Yes, use my location settings” for the charging station(s) that need to follow the location access mode.

      • Choose “No, I want to choose different settings” for the charging station(s) that do not need to follow the location access mode, then select the desired access mode.

      • Save the settings by clicking on the floppy disk icon next to the charging station settings menu.


    4. Ensure the organization has the correct card settings:

    • First, go to 'back to locations’ in the left menu.

    • Then, go to ‘Organization Settings’ in the left menu.

    • Select ‘Passes’ in the organization settings menu.

    • Click on the pencil icon next to the organization settings menu to choose between:

      • “Whitelist all my users”, or

      • “Select users who can charge”.

    • Save the choice by clicking on the floppy disk icon next to the organization settings menu.

This ensures the correct whitelist setup for your organization!

 

FAQ

How do I edit an existing charge pass in the platform

You cannot edit an existing charge pass in the platform. Instead you need to delete the charge pass by clicking on the pass and then clicking on the recycle bin icon. Next you need to add the pass again with the correct information.