Your role

Operator and
Property Manager.

The full console. Every site you hold, every charger on them, the pricing, the money, the team and the alerts. A Property Manager is the same role with a smaller boundary drawn around it.

What this role governs

If you bought the chargers or signed for the network, you are the Operator. Everything in this manual applies to you without qualification.

A Property Manager does all of it inside an assigned set of locations. A Building Admin is narrower again and has its own page.

Where your boundary is

Roles decide what you can do. Scoping decides where. The two are separate on purpose, because a regional manager and a building manager often need identical powers over completely different property.

Scope is not a hidden menu

Your boundary is resolved on every single request, against the database, every time. Not once at sign-in and remembered. A request for a building you do not hold does not return a smaller answer, it returns nothing, because the query was built with your boundary already inside it. This is also why a command sent to a charger you cannot reach comes back empty rather than telling you that charger exists somewhere else.

Find out exactly what you hold
Do it yourself
  1. Open Stations, Sites. What is listed is your boundary. There is no page behind it.
  2. If a site you expect is missing, you were not scoped to it. Ask whoever holds the account above you.
Or just ask EVII™
Which locations do I have access to?
How many chargers am I responsible for in total?

EVII answers inside your boundary and nobody else’s. There is no way to phrase a question that widens it, because the limit sits below the level she operates at.

Stations, Sites list for a test Operator: 4 sites in your network, with an Add Site button and a search box. The table lists Sample Towers (sample data) and Sample Lofts (sample data) as Multi-Family, Sample Inn (sample data) as Commercial and Sample Fleet Depot (sample data) as Fleet, all in Testville, CA, each with 2 chargers, its 30-day start timeouts, an Active status and a delete icon.
Stations, Sites lists every location you hold. That list is your boundary. Sample screen with test data.

What you actually do each week

Most weeks, almost nothing. The list below is the whole job when the network is behaving.

The morning check, about ninety seconds
Do it yourself
  1. Open Overview, Dashboard. Read the Anomalies card.
  2. Anything red needs you today. Anything amber can wait for the afternoon.
  3. Click a charger for its message history if you want to know why.
Or just ask EVII™
What is offline right now?
Anything I should worry about at Balboa this morning?
Which chargers have not run a session in a week?
The Anomalies card from the Overview dashboard for a test Operator, with a count badge of 2. The first row has a red dot: TEST-LFT-02, Sample Lofts (sample data), Offline for 2d 3h. The second row has an amber dot: TEST-INN-02, Sample Inn (sample data), 7 OCPP errors in last hour. Each row has a View button that opens the charger.
The alerts panel on Overview is the Anomalies card. Red marks a critical problem, here a charger offline for 2 days and 3 hours; amber marks a warning, here 7 OCPP errors in the last hour. View opens the charger. Sample screen with test data.
The money check, weekly
Do it yourself
  1. Open Reports and the Payouts tab.
  2. Look for anything pending longer than a week, and any payment failure older than three days.
  3. Export the tab to CSV if your accountant wants it.
Or just ask EVII™
What did I earn last month across all sites?
Is anything stuck in payouts?
Export last month’s sessions for Balboa.
Reports, Payouts tab, for a test Operator with the 30d period selected. Tiles read Unsettled to date $205.12 across 79 sessions, all time and not this period; Oldest unsettled 9/23/2026; Gross on this page $42.65 and Owner payout on this page $13.82, 6 of 6 rows. The Payout ledger has an Export CSV button and a greyed-out Export PDF button, which is not available, and six sample rows, three pending and three paid, each with date, status, kWh, gross, Stripe fee, electricity, platform fee and owner payout.
Reports, Payouts tab: what is unsettled and the oldest unsettled date, then the payout ledger with pending and paid rows and Export CSV. The Export PDF button beside it is greyed out. Sample screen with test data.
Change what drivers pay
Do it yourself
  1. Edit the tariff under Manage, Tariffs, or create one with Add Tariff: Flat, Time of Use or Tiered, billed per kWh or per hour. A rate of 0 is free.
  2. To move a charger to a different tariff, open the charger, use Edit, and pick it under Tariff.
  3. Save. It is live immediately, and the price at the moment a session starts is the price that session pays.
Or just ask EVII™
Set the visitor chargers at Balboa to 42 cents a kilowatt-hour.
What would I make per kilowatt-hour if I charged 45 cents?

Free is a real setting rather than a workaround. A free charger still reports, still gets watched, and still load-manages. There is no session fee for you to set: EV Initiative’s connection fee is set per charger by EV Initiative.

The New Tariff dialog over Tariff Plans, opened with Add Tariff by a test Tenant Admin; the list behind it shows Resident (sample data), marked Default, and Off-peak nights (sample data). In the dialog, Name is Visitor (sample data); Type is Flat, single per-kWh rate, the select that also offers Time of Use and Tiered; Unit is cents per kWh, billed by kWh delivered, with cents per hour as the other choice; Energy rate is 42 cents per kWh and Tax rate is 0.0875, which is 8.75 percent. The optional Idle fee field is empty, so Idle grace (15 minutes, 5 to 30 allowed) is greyed out. A box Set as default tariff for this tenant is unticked, above Cancel and Create Tariff buttons. Nothing was saved.
New Tariff, from Add Tariff under Manage, Tariffs: the name, the type (Flat, Time of Use or Tiered), the unit, the rate in cents and the tax rate, with an optional idle fee. Sample screen with test data.
The top of the Edit charger form on the charger page for TEST-TWR-01, opened with Edit by a test Tenant Admin. Vendor is Sample Charger Co., Model is SC-7, OCPP version is OCPP 1.6 and Location is Sample Towers (sample data), Testville, CA. The Tariff select is set to Visitor 42¢ per kWh (sample data), next to the Active switch, which reads Charger is live and accepting sessions.
On the charger’s page, Edit opens the charger form, where the Tariff select sets what drivers pay at this charger. Sample screen with test data.

Viewer, read-only

A Viewer sees dashboards and reports and changes nothing. It is the right role for an accountant, an owner who wants visibility without the ability to break something, and a new hire in their first fortnight.

Give it out freely. It is the one role that cannot cost you anything, and handing someone a Viewer seat is almost always better than emailing them a spreadsheet every month.

Add an accountant who should see but not touch
Do it yourself
  1. Go to Team and invite them.
  2. Give them Viewer.
  3. Send. A Viewer reads across the whole account. It cannot be limited to particular sites today, so give it to someone who may see all of them.
Or just ask EVII™
Invite dana@example.com as a viewer.
The Invite teammate dialog opened from Manage, Users, Team by a test Tenant Admin. Name is Dana Viewer (test), email dana.viewer@example.test, and Role is Viewer, with the hint that roles drive what the teammate can do and that station and charger scope is fine-tuned on the Access Management page after saving. For a Viewer the dialog shows no site picker. Cancel and Send invite buttons are at the bottom. Nothing was sent.
Invite teammate with the Viewer role: name, email and role, and no site picker. The hint under Role is the same for every role; a Viewer still reads across the whole account. Sample screen with test data.

What you cannot do