EvPortal User Requirements:
1. Permission: 'Create:Driver' 2. Roles (example): Admin, eMSP Manager
Step 1
Click 'Drivers' in the left navigation menu (EMSP > Customers > Drivers)
Step 2
Click the 'Add New' button in the upper right corner of the screen.
Step 3
Follow the wizard and provide the required information.
'Details' Tab
Customer
Field | Description/Functionality |
Customer name | Select a customer from the available list. If the desired customer doesn't exist, create them before proceeding. |
Driver Information
External ID | An optional identifier you can assign. |
Employee number | An optional field for your internal record keeping. |
License Plate | An optional field for your internal record keeping. |
E-mail | The driver's email address, used for communications like Charge Assist Web setup. |
Driver Status
Driver Active | Controls whether the driver can use the system. When set to "No," all associated tokens will be unable to authorize, regardless of their individual active status. |
Notes
This field is for adding informational notes only.
'Billing' Tab
Service Provider
Field | Description/Functionality |
Customer retail package | This choice determines which billing rules apply to the driver. |
Billing Address
Cost center | This field is for informational purposes only |
'Groups' Tab
In this tab, groups can be assigned to a specific driver.
Contractual group structure
A driver can be linked to one geo-organizational group (optional). This is useful when an eMSP needs to manage access rights based on geography—for example, having separate teams for north and south regions. Important: The geo-organizational group operates above the customer level in the hierarchy. When you assign group X to driver A, that group is automatically assigned to driver A's customer (P) and all other drivers under customer P.
Custom groups
Custom groups can be defined at the driver level and are optional. When you assign a custom group, it applies only to the driver you are creating.
'Finalize' Tab
Review the information you've entered and click Save to complete adding the new driver.