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How do I set up that cardholders can charge for free both at the office and at home?

This article is for partners. For customers where charging needs to take place both at the office and at home, such as in an employer-employee relationship, it may be desirable that all transactions at both the office and at home are paid by the same organization. In that case, the transactions at both the office and at home must be executed via whitelisting.

Steps

  1. Create the client's main organization
  2. Navigate to the main organization
  3. Create the suborganization for the employee
  4. Create the locations for each organization
  5. Add the charging stations to the right location
  6. Add the users
  7. Add the charge passes
  8. Check the main organization settings
  9. Check the sub organization settings

Required steps:

  1. Select 'Organizations' from the left menu, and then click on ‘+ Add Organization’ and go through the following 5 steps:

    Step 1 of 5: Organization name and address details

    • Organization name:

    • Street:

    • Number:

    • Suffix (if applicable):

    • Postal code: no space between 4 digits and 2 letters

    • City:

    • Country: Netherlands

    Step 2 of 5: Organization contact details

    • First name:

    • Last name:

    • Email address:

    • Country code: +31

    • Phone number: enter all 10 digits directly after each other

    Step 3 of 5: Organization bank details

    • IBAN:

    • BIC: also fill in (required field)

    • VAT number:

    • Chamber of Commerce number:

    • Leave the checkbox ‘Split the invoice for this organization’ unchecked.

    Step 4 of 5: kWh Compensation for the organization

    • In the case of AC charging:

      • Enter the kWh compensation for AC settings to be paid out by Maxem to the customer.

    • In the case of DC charging:

      • Enter the kWh compensation for DC settings to be paid out by Maxem to the customer.

    • In the case of both AC and DC charging:

      • Enter the kWh compensation for both AC and DC settings to be paid out by Maxem to the customer.

    Step 5 of 5: Company logo

    • Add the customer’s logo here if it is to be displayed on the platform. If no logo is added here, the partner’s logo (if available) will be displayed by default.

    End step 5 of 5 by clicking ‘+ Add Organization’. The customer is now added as the main organization.

  2. Navigate to the just created main organization and select it by clicking on the main organization’s tile. This will bring you into the main organization.

  3. Repeat the process of adding an organization by adding a sub-organization under the main organization and go through the 5 steps for adding an organization. The customer now consists of two organizations.

  4. Add the corresponding location under both organizations (e.g., “office” for the main organization and “home” for the sub-organization), where the access mode for both locations should be one of the two types of whitelisting, namely whitelisting or roaming & whitelisting.

  5. Add the corresponding charging station(s) to both locations, where the access mode of the charging station(s) should be one of the two types of whitelisting, namely whitelisting or roaming & whitelisting.

  6. Add the relevant users to the whitelist under the main organization under 'users' in the left menu of the main organization.

  7. Add the corresponding charging cards to the relevant users under 'Passes' in the main organization.

  8. Ensure that the main organization has the correct card settings by:

    • Selecting ‘Organization Settings’ from the left menu.

    • Then selecting ‘Passes’ in the organization settings menu.

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

      • “Whitelist all my users”, or

      • “Select users who may charge”.

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

  9. Ensure that the sub organization has the correct card settings by:

    • Go to the suborganization by clicking on organizations and click on the suborganization.

    • Selecting ‘Organization Settings’ from the left menu.

    • Then selecting ‘Passes’ in the organization settings menu.

    • Clicking on the pencil icon next to the organization settings menu and check if te settings are set to:

      • “Whitelist all my users”