Who are Connected Accounts for?
Connected Accounts are for two different groups of users:
Installers & Operators
Employers providing home reimbursement
Connected Accounts for Installers & Operators
Installers and Operators use Connected Accounts to help manage their customers.
An Account can have many Connected Accounts.
The installer/operator can create a Connected Account for each of their customers.
If the installer's customer has employees who require home reimbursement, they should check if the employees need to have control of their own chargers (for example, to sell electricity to their spouse's employer, or to their neighbor). If so, the installer should then create an Organisation Account for the employer, and Connected Accounts for the employees.
The admins of both the Primary Account and the Connected Account can administer all of the Connected Account's locations.
A Service Plan can be created for each Connected Account. Service Plans are how installers can earn from their customers using Tap, for example with a revenue share.
Connected Accounts for Employers
Employers can use Connected Accounts to manage home reimbursement for their employee's chargers.
Employers should use connected accounts if:
The employee needs control over their own charger
The employee needs to sell energy to others, for example:
The employee's spouse also needs home reimbursement with a 3rd party charge card. You as the employer will set a reimbursement tariff on their home charger from your main account when creating them as a fleet driver. Then, the employee will set a regular tariff from their Connected Account, which will be charged to their spouse when using their 3rd party charge card.
When you use Connected Accounts for home reimbursement, you as the employer still control the reimbursement tariff that is used from your main account. The employee can set their own tariffs that are not related to your reimbursement.
Creating a Connected Account
1. Navigate to:
Account > Connected accounts > connect new account
2. Configure the account per the steps from the Create a New Account section
Creating a Service Plan
Service Plans allow Installers and Operators to set pricing for their services.
A unique Service Plan can be created per Connected Account (i.e. per customer).
You can create the Service Plan on initial setup of the connected account, or do it later.
To edit the Service Plan, navigate to:
Account > Connected accounts > (select the account) > Add service plan
