Once you have your Team created in the Monta Portal, there are several ways to invite Team members to the Team. But did you know that Team members can request to join the Team as well?
And it gets even better: you can give Team members access to the charge points without any action from your side, the only thing you would need to do is share the Join code.
1. Join codes
What are Join codes?
Every time you create a new Team there is a unique Join code generated specifically for that Team. This Join code can be found under the Team name in the Teams list.
2. Customise Join codes
Even though the Monta Portal generates the Join code by default, it can always be customised to something more user friendly. You can change the Join code in the Team settings.
Under Team information you can change the Join code. Make sure to save any changes you make.
3. Accept new Team members
Once you have a shared the Join code with the end users, they will need to open the Monta App and request to Join the Team. Feel free to share this guide with the members you share the code with.
When users request to join the Team using the code, as the admin or Team owner you will see all these requests on the Monta Portal with the status pending. In order to find all requests go to the "Team members" section. Here you can also filter memberships based on the state that they are in.
If you selected "Requested", you will see only memberships who are awaiting approval. In order to approve, click on the three dots on the right side of the member request. In order to approve the request click on "Respond" to accept member.
4. Enable auto accept new joiners
If you want to avoid having to approve every membership request we have a solution for you!
You can do so by enabling the auto accept join requests feature. This can be done in the Team settings section.
Go ahead and click on the "Settings" tab.
Scroll down to the very bottom of the page where you will be able to enable "Auto accept join requests" by toggling it to YES.
Now anyone with the code will be auto accepted!
5. New member role and price group
When you enable auto accept join requests, everyone who has the Join code will be able to join that Team on the Monta App. When new Team members join the Team, they will get a Member role by default. A member can only charge on a charge point and cannot see the balance of the Team wallet, nor other members (they only see how many members are in the Team). If someone needs to have different rights, for example an Admin, you will need to change it manually on the Monta Portal.
All new auto joiners will be assigned the default member price. You can view what the default price group is and create new price groups in the "Price Groups" section of the Monta Portal.
You can read more about how to set up member price groups in this article.