Users with active Quantev accounts with the user type "Site Owner - Admin" can add, manage, and remove uses from their Quantev account from the Profile page in Quantev under the Users tab. This article explains how to do this in more detail.
Introduction
You can find the User management options by following these steps:
Log in to Quantev from https://app.hypercharge.com/quantev/
Navigate to the "Profile" page in the left-hand navigation menu.
At the top of the "Profile" page, navigate to the "Users" tab.
You will see three sections on this page:
Users - These are the Quantev users associated with your parent "User Group" (aka Account)
User Groups - User Groups control the sites and stations that a User is able to view and manage in Quantev. Hypercharge creates a parent User Group for your account, and you can create additional User Groups as needed under your account if you wish to give some users visibility to only a portion of your sites/stations.
Sites - This area shows the charging locations that are visible to your User Group, and allows you to assign new User Groups to view one or more of these locations in Quantev.
Add a User
You can add a new User by clicking the "New User" option above the User table at the top right of the page.
Next, fill out the New User form:
Name & Email Address - The name and email address of the user to be invited.
User Type - Choose between the "Site Owner - Admin" option or "Site Owner - View Only" options. The Admin option allows the user to make changes to stations, users, and other options within Quantev. The View Only option allows the user to view stations & reporting, but not make changes.
Eevion API access (if applicable) - If your account has Eevion API access, allows this user to retrieve an API key and access the Eevion API to build integrations between third-party applications and Hypercharge.
Display Revenue In - The display currency for this user for financial values in Quantev.
Email reconciliation report - Set whether the user should receive billing reports monthly via email.
Email usage statement - Set the frequency with which the user should receive Usage reports via email, and whether these reports should be per-site or combined.
User Groups - Select all User Groups that this user should be added to. In many cases, there will be only one option here unless you have configured additional custom user groups.
Click "Create" to send an email invitation to the user. The user will receive an email with a link to set up a password and two-factor authentication for their account.
You can modify the settings for a User at any time from their entry in the Users table.
Create a User Group
User Groups are used to delineate different groups of users within your account that should have access to only a subset of your sites/stations in Quantev.
For example, you may have several corporate users who should see all of your sites, such as your accounting team, but also teams for your individual locations such as property or facilities managers who only need to view one or a small number of sites. By creating a new User Group, you can assign a user to only see what is needed for their role.
To create a new User Group, navigate to the Profile page in Quantev, then to the Users tab. Locate the "+ New User Group" button above the User Groups table, and complete the form to add a User Group.
You will be asked for the following information:
Name - The name used to identify this User Group.
Users - In this section, select any existing users who should belong to this group. If you need to invite new users, follow the steps to add a user above, and then select the appropriate User Group(s) during creation.
Stations - In rare cases, you may wish for a User to only be able to view specific charging stations within a Site. You can use this section to specify those stations. Note that the Site will need to be assigned to the User Group before selecting stations (see below for more information on assigning Sites to User Groups). If no stations are selected, the User will be able to see all stations at the sites assigned to the User Group.
Click "Create" to finalize creation of the User Group.
Note: By default, no sites are associated with the User Group, so users will not be able to see anything in Quantev until that step is complete. Continue below for instructions on assigning sites to the newly created group.
Assign Sites to User Groups
Once you have created a new User Group, you'll need to assign the Sites that group should have access to view and/or manage in Quantev.
To do this, navigate to the Sites table at the bottom of the Users tab on the Profile page in Quantev.
For each site to assign, navigate to it in the table and click on the row of the table or pencil icon at right.
You'll be presented with a list of your User Groups for that Site. Toggle on any Sites which should be visible to the User Group, then click "Save".
The sites that users associated with the User Group can see will be updated immediately. Note that users may need to refresh Quantev is order to see the changes.
Note: You can modify the selected sites for a User Group at any time from the Sites table.