Accessing Financial Services – Hubject

You may access Financial Services with a CPO user account via the HBS portal. If you are the main admin of your CPO account, you are able to assign Financial Service access to your other CPO account users. If you need access also for your own account, our onboarding team will help you setup by granting you the access rights. You may need to provide us with an alias email for this purpose.

The following are the current user roles that can access Financial Services in HBS. You can choose to assign either or to the users of your CPO account.

User Roles

Role Name	Role Description
Financial Services Admin CPO	The CPO FS Admin user has access to all the sections from HBS and is able to perform the following actions in Financial Services: Manage settings Approve Invoices Change status type on invoices & CDR Assign and unassign EVSES Revoke Invoices Create Credit notes Trigger rerating of a CDR Export Data View Dashboard Configure VAT Create CDR Validation Rules Approve shares payout View Fees Manage draft invoices Navigate to HBS Change IBAN This user role has access to all the sections from Financial Services: Dashboard My invoices CDRs overview EMPs Management Settings Shares Fees
CPO Financial Services Standard User	This type of user could have access only to Financial Services to monitor and approve invoices. This use has read access to all of the following sections: Dashboard My invoices CDRs overview EMPs Management Settings Shares Fees This user is able to perform the following actions: Edit all the settings in general Assign and unassign EVSEs Edit EMP information Change IBAN in Payout accounts Edit draft invoices Change the status of an invoice and CDR Revoke Invoices Create credit notes Navigate to HBS
CPO Financial Services Monitoring User	This type of user could have access only to Financial Services to monitor and approve invoices. This use has read access to all the following sections: Dashboard My invoices CDRs overview EMPs Management Settings Shares Fees This user is able to perform the following actions: Approve invoices Change the status of an invoice Revoke invoice This user cannot do the following actions: Edit settings Trigger rerating of a CDR Configure VAT Create CDR Validation Rules Approve shares for sub CPOs Edit draft invoices Change IBAN Create a Credit Note Navigate to HBS

How to access Financial Services after activation is complete and the access rights are granted?

Log in to HBS
Click on the Financial Services application
Land in the My Invoices section

Note: The screenshot above shows the Onboarding Checklist, which appears when first accessing Financial services.

After you have completed the checklist, you will see the following:

My invoices Empty.png

User Roles

How to access Financial Services after activation is complete and the access rights are granted?

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