Roles & Permissions
ChargeSol uses role-based access control (RBAC) with seven system roles derived from the business process actors. Each user is assigned exactly one role.
Role Descriptions
OEM
Who: Representatives of Original Equipment Manufacturers (e.g., Tata Motors, MG, Ather).
What they do: Submit installation leads, view their own leads’ progress, receive closure packs and periodic reports.
What they cannot do: Manage other users, schedule surveys/installations, or access operational details of other OEMs.
Customer
Who: End users who need an EV charger installed.
What they do: Upload documents (electricity bill, location photos), confirm availability for surveys/installations, view their own lead status.
What they cannot do: Access system beyond their own lead. In v1, customer interaction is primarily phone/SMS-based with limited portal access.
Central Ops
Who: Operations coordinators who orchestrate the entire workflow.
What they do: Everything operational — log leads, schedule surveys, assign teams, review reports, plan installations, handle emergencies, mark jobs payable, manage users and teams.
What they cannot do: Process financial payments (Finance role), compile OEM reports (OEM Reporting role).
Field Team
Who: On-ground survey and installation teams.
What they do: View assigned surveys/installations, update assignment status, submit reports with media, log calls, report emergencies.
What they cannot do: Schedule work, assign teams, review reports, or access unassigned jobs.
Procurement
Who: Material and inventory managers.
What they do: Manage material catalog, track stock levels, allocate materials, create procurement requests, manage vendors.
What they cannot do: Schedule surveys/installations, process payments, or manage users.
Finance
Who: Payment processors.
What they do: Process vendor payments, release team payouts, manage payment schedules, view financial summaries.
What they cannot do: Modify operational data (leads, surveys, installations) or manage users.
OEM Reporting
Who: Report compilers.
What they do: Compile closure packs, generate weekly/monthly reports, submit reports to OEMs, track OEM acknowledgment.
What they cannot do: Modify operational data or manage users.