Section CRM

History

global History Authorization

Show history

Shows History entries

Add new history item

Creating and editing History entries

History-settings

Management of History entry types

Section CRM

Display contacts

general right CRM

Add contact

Creates new customer, this can be edited/ viewed by the creating group

Edit contact

Editing contacts

Delete contact

Archiving contacts

Display contact history

Showing notes and messages from CRM contacts

Add contact history

Creating CRM activities (error message, maintenance, sales activities,…)

Manage relationships between contacts

User can manage relationships

Settings

global Right CRM Contact Management

Manage additional fields

Creating additional CRM fields

Contact relation types

User can edit contact relations

Manage contact groups

Creation or assignment of CRM contacts to defined groups (for example, target groups) 

Manage tags

User can create keywords (Tags) and edit them

Edit documents of a contact

User can edit documents

Edit and view privacy and compliance information

User can edit protected data

Resolve an existing data subject request

User can close request

Edit an existing data subject request

User can edit request

Automatically generate username and password for portal-access

If enabled, a random password is automatically used when creating a new portal user

Section Dashboard

Display 'Support Email' widget on the dashboard

Displaying the Support E-Mail widget in the dashboard

Section Finance

Rights

Finance

global authorization - financial management

Manage offers

User can manage offers

Manage orders

User can manage orders

Manage invoices

User can edit invoices

Manage debits

User can manage debits

Manage Purchase Orders

activates the tab "Purchase order" in the tab Finance

Allow invoices to be deleted

User can delete all invoices of this instance

Allow credit notes to be deleted

User can delete credit notes

Allow offer to be deleted

User can delete all offers

Allow order confirmation to be deleted

User can delete order confirmations

Manage delivery notes

User can manage delivery notes

Add delivery notes

User can add the function add delivery note

Allow delivery notes to be deleted

User can delete delivery notes

Add invoice

Manual creation of an invoice

Add credit notes

Manual creation of a credit notes

Add offer

User can add a new offer

Add order confirmation

User can add confirmation

Allow purchase order to be deleted

User can add function to allow purchase order to be deleted

Add purchase order

User can add purchase order

Manage settings

global authorization for tax brackets and terms of payment

Manage settings: Taxes

Editing of sales tax brackets

Manage settings: Payment terms

Editing terms of payment

Allow invoiceing number configuration 

User can manage invoice numbers 

Allow changing sales contact person after document has been finalized

Editing of sales contacts also possible after completion

Tarif and rate management

global authorization for collective management

Manage cost rates

Creation and processing of cost rates for this group (Sub CPO)

Manage rates

Processing of tariffs in this group (Sub CPO)

be.ENERGISED PAYMENTS

global permission of prepaid accounts

Prepaid Accounts

Management of prepaid accounts of this group (Sub CPO)

Cancel prepaid transactions 

User can manage prepaid accounts 

Payment transactions

Overview of the transactions carried out on the accounts

Manage product groups

User can manage product groups

Add or edit comments at account documents

User can edit comments

CPO Crediting process

User can create credit memos to sub-CPOs

Section Infrastructure Management

Overall Infrastructure 

Activates the Infrastructure tab 

Display charging stations

Representation of a User group assigned stations (Sub CPO)

Display third party CPO charging stations for roaming

Representation of all third-party stations

Add charging station

manually adding stations (do not use)

Edit charging station

allows editing of existing stations (basic data, owners,…)

Add connector to charging station

Enables the manual creation of charging connections

Edit media and image information of a charging station

compatible station types allow the screen to be loaded with new content

Display parking lots

Status display of the park Here™️ parking sensors (False Parker)

Edit parking lots

Activation of Park Here™️ parking sensors

Delete charging station

allows the archiving of charging stations, a complete deletion is not possible for technical reasons.

Setup billing rates

Assign prepaid rates to the station, activation of payment options (direct payment, just contract customers,…)

Setup roaming configuraton for charging stations

Right to activate the station to roaming partners

Lock/unlock charging station

Station can be locked for maintenance, for example, this is then sometimes. shown as unavailable in the customer portal.

Restart charging station

allows “soft reset” of the station, for Instance after a firmware update

Reset charging station

allows user a “hard reset” of the station

Clear charging station cache

allows user to empty the station cache

Remote start charging process

User can remotely start a charging process after the selection of an active identification medium

Remote stop charging process

Allows user to remotely abort an active charging process (Note: an unlocked charging cable could be stolen)

Manage reservations

User can reserve the station for defined customers

Remote configuration of charging stations

if supported by the manufacturer, it can be configured via remote maintenance

Remote Firmware-Update

allows remote installation of updates by the station manufacturers

Whitelist-Management

Transfer all active identification media of the BackEnd to the station (if station goes offline, these customers can load)

Get Diagnostics from charging stations

the station knows how to create a downloadable file with logs to generate error messages.

Manage export interfaces

User can enable/ disable the interfaces to various online mapping services

Display charge logs

shows user all loading processes of this station

Edit charge logs

User can edit the delivered electricity of a completed charging process (final recalculation required)

Display plausibility monitor

displaying the Plausibility Monitor

Display Authentication media

shows the user the identification media of their user group

Add authentication media

allows manual creation of an ID medium

Edit authentication media

the user can edit Identification media

Delete authentication media

allows the archiving of identification media

Display extended information on medias

Displays the media

Settings

global right of product management

Edit station groups

allows user to create groups and assign stations to them (e.g. all DC Chargers in a group)

Edit configuration groups

User can create and manage different configuration groups

Authentication media: Edit settings

User can edit settings

Authentication media: Edit groups

User can create and manage different groups of media

(e.g. key chains, smart card,…)

Manage documents attached to a card

User can manage documents attached to a card

Asset Management: Edit component groups

Managing product groups

Asset Management

global permission for product management

(product/ merchandise)

Asset Management: Display components

User can view created products

Asset Management: Add components

Permission to create new components

Asset Management: Edit components

Permission to edit components

Asset Management: Delete components

Permission to delete components

Asset Management: Display CS components

User is shown station components

(e.g. Routers, FI switches, for maintenance or service)

Asset Management: Assign components to charging stations

Permission to assign components to a station

(inventory/ serial number visible on station details)

Asset Management: Edit CS components

Permission to edit station components

Asset Management: Delete CS components

Permission to archive items

M2M-Contract management

global right on SIM card management

Add SIM card

manual creation of a new SIM card

Edit SIM card

Processing of SIM cards, allocation to charging stations

Delete SIM card

Deleting SIM cards

VPN Certificates

global right on VPN certificates

Add VPN certificate

Creating a new certificate

(These have to be ordered in advance via be.ENERGISED)

Edit VPN certificate

Editing existing VPN certificates

Delete VPN certificate

Deleting expired VPN certificates

Manage operating times

Allows editing of operating times

Manage documents of a charging station

User can manage documents of a charging station

Allow bulk operation on chargepoints

Allows to execute a command on several stations at once

Enable the tab 'additional info' in the cp datasheet.

Activates the 'additional info” tab

Enable the tab 'components' in the cp datasheet.

Activates the 'components' tab

Enable the tab 'error' in the cp datasheet.

Activates the 'error' tab

Enable the tabs 'communication logs' and 'logs' in the cp datasheet.

Activates the 'communication logs' and 'logs' tabs

Show 'Operational management' tab in the cp datasheet.

Activates the "Operational Management" tab for a charging station. CP.OPERATIONS packages can then be activated here (if one of the two packages is activated, this automatically activates the Maintenance Window tab)

Enable generation of cps qr codes

Activates the generation of QR Codes on the station data sheet.

Display scheduled jobs for the charging station 

Displays the pending tasks of the charging station 

Manageopening times 

Allows editing the opening hours of the charging station 

Display Tariff and access control tab for authentication media 

Allows to display the tariff and access authorization at the charging station 

Section Roaming systems

Roaming-Partner verwalten

Managing roaming partners

Section Settings

Settings

global right of interface regulation

Imports

Importing of RFID media, SIM cards, customer data,…

Exports

global export right

Export Data to BMD

Exporting interface of bills to BMD™

SEPA XML Export

Export interface from SEPA XML Export

Data export to Google Places

Export interface from Google Places

Setup of automated invoicing process

Manage or settle automated billing

System settings

global permission of the interface administration

Manage portal and API access tokens

Activate interface management

(Attention: Interfaces may be subject to charges!)

Manage configuration for mobile applications

Enable interface management (Note: Interfaces can be paid!)

API settings

API management

Instance management

Basic data and costs of your back end

Manage infrastructure and OCPP communication settings

*n.a.

Manage payment services and payment gateway parameters

Settings for Payment Services and Payment Gateway Configuration

Export Wizard

global authorization for the Export Wizard

Export Wizard – Accounting documents lines export

Export of individual accounting documents

Export Wizard – Ticket export 

Export of created tasks 

Edit document types

new document types can be created

OCPP Security Settings

you can view your BASICAUTH password here

Section Tasks

Tasks

global right of task management

Add/edit task

Creating/ editing tasks

Delete task

Delete existing tasks

Add comments to tasks

Creating new comments for Tasks

Edit comments

Edit existing tasks

Delete comments

Delete existing comments

Settings

global Task settings

Manage categories

Create/ edit task categories

Manage priorities

Create/ edit priorities

Manage types

Management types

Section User management

Update personal information

The user is allowed to change his own data, this applies to both name and password.

Manage users

global permission of user management

Add new users

User can create new users

Update existing users

change other user data (Rights)

Delete existing users

Archiving of users

Manage Groups

global right to manage authorization groups

Add new group

Create a new authorization group

Update existing groups

Change Authorization Group Name/ Description

Delete existing groups

delete group

Update group rights

edit individual permissions for groups

Manage entities

global permission of company management of the instance

Select all entities in usermanagement form 

Enables user group selection of all entities/companies when editing a user 

Add a new company

User can create new companies

Edit companies

User can edit company data

Delete companies

User can archive company

Manage settings

Settings of company types

Manage company types

Creating and editing company types

Enable Cost-Control. Can perform actions that will result in additional costs.

If set to TRUE, the logged-in user may perform actions that cause additional costs.