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Security Requirement: Permissions for Managing Others To add, update, or remove Groups and Roles for another user, you must satisfy both of the following conditions:

• User Management Rights: Your own assigned role must include specific permissions to manage users (Create, Read, Update, or Delete).
• Role & Group Parity: You can only assign or modify groups and roles that are already assigned to your own account. </aside>

Navigation path: Admin > Users

How to Create a New User

1. Navigate to the Users section via the EvPortal Sidebar.
2. Click the "Add New" button.
3. Enter User Details: Provide the email address and name of the new user.
4. Assign Access:
   • Select the Access Group (e.g., a specific CPO contract) the user should belong to.
   • Assign a Role (e.g., CPO Manager).
5. Save/Send Invitation: The user will receive an automated email to set up their MFA (Multi-factor authentication).

How to Edit or Update a User

1. Locate the User in the Users table.
2. Select "Edit":
3. Navigate to the Groups tab to show all Access Groups for this user.
   • To add power: Add a new Access Group or a more permissive Role (like CPO Manager).
   • To restrict power: Remove a Role or switch them to a more specific one (like Charger Maintenance to limit them to notes and maintenance info only).
4. Confirm Changes: Updates take effect immediately upon the user's next action or login.

How to Delete or Deactivate a User

1. Find the User in your list.
2. Select "Delete User" in the drop down menu.
3. Confirm: Once deleted, the user loses all access.

Related articles

• How to manage user access in EV Portal
• How to Create and Manage Groups