Corporate

Account setup, corporate groups, employees, RFID, charging sessions, settlement, exports, and access control.

• Document version: 2.0
• Prepared for: HIEV CPMS administrators and corporate operators
• Interface verified: September 2026
• Functional baseline: Corporate flow requirements and the live HIEV CPMS Web Portal

---

Document Control

Item	Value
Title	HIEV CPMS - Corporate Module User Manual
Version	2.0
Status	Operational reference based on verified UI and approved Corporate flow requirements
Audience	CPO administrators, corporate administrators, finance users, support teams, and auditors
Product scope	HIEV CPMS Web Portal - Corporate module and connected User Management / Exports functions
Prepared on	September 2026

IMPORTANT: Tenant and permission differences Labels and controls can vary by role, business, network, or feature flag. Where the live tenant does not expose a required control — such as parent payment mode, a Corporate Access dropdown, or Request Physical RFID — this manual states the required business behavior and tells the administrator how to verify the configured outcome.

---

How to use this manual

Follow the procedures in order for a new rollout, or go directly to the relevant task for day-to-day operations. Each procedure identifies the user action, expected system result, and important business rule. The terms Corporate, parent, employee, child account, group, RFID, and wallet are defined in the glossary.

Source and verification basis

• Corporate flow requirements supplied in Confluence, including parent ID, wallet, groups, billing modes, employee removal, downloads, web-user access, and physical RFID processing charges.
• Verified screens across the live Corporate module: Corporate List, Add New Corporate, Corporate Details (INFO, GROUPS, EMPLOYEES, CHARGING SESSIONS), Group Details, Add New Group, Employee Details (INFO, RFID, FEEDBACK, CHARGING SESSIONS), Add New Employee (SINGLE & MULTIPLE CSV modes), Change Employee Group, Migrate to Corporate Group (2-step wizard), and Add RFID.
• Verified related screens: User Management > Add New User and Administration > Exports.

---

Contents

1. Corporate Module Overview
2. Roles, Permissions, and Access
3. Corporate List and Navigation
4. Create and Maintain a Corporate Account
5. Configure Corporate Groups
6. Manage Employees
7. Manage Employee RFID
8. Review Charging Sessions
9. Parent Wallet, Billing, Discounts, and Settlement
10. Downloads and Exports
11. Grant Web Users Access to Corporates
12. End-to-End Use Cases
13. Validations, Exceptions, and Troubleshooting
14. Operational Checklists
15. Glossary

• Appendix A. Screen and Field Reference
• Appendix B. Requirement Coverage Matrix

---

1. Corporate Module Overview

The Corporate module allows an administrator to register an organization, scope it to a charging network, organize employees into groups, apply group discounts, manage RFID credentials, review charging activity, and settle the organization's combined charging costs.

KEY RULE: One financial owner The Corporate parent ID tag is the financial owner. It has the corporate wallet or billing account. Employees are associated child accounts and do not own individual wallets. Any employee balance shown in the interface is an informational or shared-account view; it does not change wallet ownership.

1.1 Corporate account model

Level	Purpose	Financial behavior
Corporate parent	Owns the corporate identity, contract, network scope, and parent ID tag.	Owns the wallet or postpaid billing account.
Group	Organizes employees by department, location, policy, or settlement treatment.	Carries discount and bulk-settlement settings.
Employee	Represents an authorized driver associated with the parent and one corporate group.	Does not have an individual wallet; usage is charged to the parent.
Charging session	Captures the employee's charging transaction and operational details.	Feeds the parent wallet or bulk settlement.

1.2 Operational lifecycle

• 1 - SET UP: Create the Corporate, choose network and contract dates, then verify parent ID, wallet, and payment mode.
• 2 - ORGANIZE: Create one or more groups; configure discount and bulk settlement; add or migrate employees.
• 3 - OPERATE: Assign RFID, allow charging, monitor sessions, settle costs, export records, and offboard safely.

1.3 Main features

• Corporate list with live record count, search, refresh, column visibility, status, and contract information.
• Corporate creation and editing with network scope and fixed expiry date or number-of-days duration.
• Multiple corporate groups with percentage discounts and optional bulk settlement.
• Single employee onboarding (with Employee ID support), CSV bulk onboarding, and 2-step migration wizard for existing customers.
• Group reassignment modal allowing moving employees between groups without recreating records.
• Per-employee RFID assignment, status, expiry, and physical-card request workflow when enabled.
• Corporate-level and employee-level charging-session review with operational, payment, and Guest Charging filters.
• Dedicated session report export dialog with custom filename input.
• Role-based access through User Management, including network scope and Corporate Access when enabled.

---

2. Roles, Permissions, and Access

2.1 Typical roles

Role	Typical responsibilities	Recommended access
CPO Administrator	Create corporates, set network scope, configure groups and billing, manage users.	Corporate View/Edit, User Management, RFID, Exports.
Corporate Administrator	Manage the assigned corporate's groups, employees, RFID, and reports.	Only assigned corporate and network locations.
Finance / Accounts	Review parent wallet, discount, settlement, costs, and exports.	Read access plus approved settlement/export actions.
Support / Operations	Troubleshoot employee access and charging sessions.	Read access, RFID actions, and limited employee actions.
Auditor / Viewer	Inspect configuration and historical activity.	Read-only access and approved exports.

2.2 Prerequisites

• You are signed in to the correct HIEV business tenant.
• Your role includes the necessary Corporate permissions.
• The target charging network and locations already exist.
• The corporate's billing mode, contract dates, discount policy, and RFID fee policy are approved.
• For postpaid accounts, finance has approved credit and settlement terms.
• For prepaid accounts, the parent wallet can be funded before employee charging starts.

CAUTION: Least privilege Assign a web user only the corporates and network locations needed for their job. A role permission grants capability; the Corporate Access and Network selectors restrict the records the user can act on.

---

3. Corporate List and Navigation

3.1 Open the Corporate module

1. Sign in to HIEV CPMS and select the required business tenant.
2. Open Corporate from the main navigation menu.
3. Confirm the page displays Corporate List along with the active record count pill (e.g., Corporate List 7).

3.2 Corporate List controls

Control	Use
Add New Corporate	Opens the corporate registration form.
Search	Global search input across corporate records.
Migrate to Corporate	Launches the 2-step wizard to migrate eligible existing customers into a corporate group.
Refresh (⟳)	Reloads the latest list data directly from the server.
Column Filter (|||)	Opens the Show / Hide Columns panel with checkbox toggles, Deselect All, and Apply to customize visible table columns.
Corporate row	Clicking any row opens the Corporate Details view.

3.3 Corporate List columns

Column	Interaction	Description
Name	Searchable (🔍), Sortable (⇅)	Registered corporate organization name.
Corporate Code	Searchable (🔍), Sortable (⇅)	Unique identifier code assigned to the corporate.
Contact Name	Searchable (🔍), Sortable (⇅)	Primary administrative contact person.
Contact Email	Searchable (🔍), Sortable (⇅)	Primary email address for notifications and invoicing.
Contact Number	Searchable (🔍), Sortable (⇅)	Primary contact phone number.
Contract Start Date	Sortable (⇅)	Date when the corporate partnership commences.
Contract Expiry Date	Sortable (⇅)	Scheduled termination or renewal date.
Status	Display only	Operational lifecycle state (Active displayed in green, Expired displayed in red).

Tip: Use column-level search icons where available to narrow a specific column. Use Search for a broad lookup.

---

4. Create and Maintain a Corporate Account

4.1 Create a corporate

1. From Corporate List, select Add New Corporate.
2. Enter the Corporate Name* and a unique Corporate Code*.
3. Optionally enter the corporate Website URL.
4. Enter the Primary Contact Name* and Primary Contact Email*.
5. Select Network*. In the hierarchical location picker, expand the hierarchy, select one or more permitted locations, and select Done.
6. Enter the Contact Number* by selecting the country code prefix (e.g., +1) and typing the phone number.
7. Enter the Contract Start Date* using the calendar picker (dd/mm/yyyy 📅).
8. Select the contract duration mode via the radio selector:
   • Expiry Date: Select the radio button and set the exact Expiry Date* (dd/mm/yyyy 📅).
   • Number of Days: Select the radio button and enter the term duration in days.
9. Select Save (or Cancel to abort).
10. Open the newly created Corporate and verify the INFO, GROUPS, EMPLOYEES, and CHARGING SESSIONS tabs.
11. Verify the unique parent ID tag, parent wallet/billing account, network scope, and prepaid/postpaid mode according to your deployment's billing controls.

4.2 Field reference

Field	Required	Guidance
Corporate Name*	Yes	Enter the legal or operational organization name.
Corporate Code*	Yes	Use a unique, stable code; used in system references and integrations.
Website URL	No	Enter a valid corporate website URL when available.
Primary Contact Name*	Yes	Enter the main administrative or billing contact name.
Primary Contact Email*	Yes	Use a monitored business email address.
Network*	Yes	Select at least one location in the hierarchical location dialog.
Contact Number*	Yes	Choose the country code dropdown and enter the phone number.
Contract Start Date*	Yes	Date from which the Corporate contract is valid.
Expiry Date / Number of Days*	Yes	Radio toggle to set a fixed end date (dd/mm/yyyy) or calculate term from duration.

IMPORTANT: System-provisioned parent relationship After save, the Corporate must have a unique parent ID tag and one parent wallet or billing account. Do not create wallets for employees. If the current tenant does not show parent-ID or payment-mode controls on INFO, verify them in the configured billing/customer administration screen before activating employees.

4.3 Network selection

The verified location selector is hierarchical. The top level displays the network and available location count; expand it to select the appropriate scope. The Done button remains unavailable until at least one location is selected.

CAUTION: Required validation If no location is selected, the form shows: Network Location cannot be empty, at least one must be selected.

4.4 Choose prepaid or postpaid

Mode	When to use	How charges are handled
Prepaid	The Corporate funds charging in advance.	Employee sessions and eligible RFID processing fees debit the parent wallet. Maintain sufficient balance.
Postpaid	The Corporate pays after usage under approved credit terms.	Costs accrue against the parent account and are included in the settlement cycle.

The live Corporate INFO form verified for this manual does not display a prepaid/postpaid field. Treat payment mode as a required provisioning check and use the billing control available in your deployment. Do not infer payment mode from an employee's displayed balance.

4.5 Edit corporate information

1. Open the Corporate row from Corporate List to view the Corporate Details hub (< [Corporate Name]).
2. On INFO, review the read-only values.
3. Select Edit at the bottom of the page.
4. Update allowed fields (e.g., Corporate Name, Contact Details, Network locations, or Contract Start/Expiry duration).
5. Select Save to confirm changes, or Cancel to discard edits.

---

5. Configure Corporate Groups

Groups divide employees into operational or financial cohorts. A Corporate can have multiple groups, each with its own name, percentage discount, and bulk-settlement setting.

5.1 Groups list (Corporate Details > GROUPS)

The GROUPS tab displays the list of defined groups along with a live count badge (e.g., Groups 1), dedicated search bar, Add New Group button, Refresh (⟳), and Column Filter (|||).

Column	Interaction	Description
Name	Searchable (🔍), Sortable (⇅)	The name of the corporate group.
Employees	Sortable (⇅)	Total number of employees enrolled in this group.
Discount(%)	Searchable (🔍), Sortable (⇅)	Percentage discount applied to charging sessions (e.g., 10.00%).
Bulk Settlement	Searchable (🔍), Sortable (⇅)	Indicates if bulk settlement is enabled (Yes / No).

5.2 Add a group

1. Open the Corporate and select GROUPS.
2. Select Add New Group.
3. Enter Group Name*.
4. Enter Discount(%)*. Use 0 when no discount is offered.
5. Enable the Bulk Settlement checkbox if the group's sessions should be consolidated for parent-level settlement.
6. Select Save (or Cancel).
7. Verify the group appears in the Groups list with the intended discount and bulk-settlement status.

CAUTION: Verified validation Saving an empty group form shows Group Name cannot be empty and Discount(%) cannot be empty.

5.3 Group details (< [Group Name])

1. Open a group row to review the Group Details screen.
2. The page displays a partner context banner:

   "Discount offered by the CPO on charging session for the corporate partnership"

3. Review Group Name*, Discount(%)*, Bulk Settlement, and the embedded Employees [Count] roster table.
4. The embedded employee table provides a search bar, refresh, column filter, and lists:
   • Full Name (Sortable ⇅)
   • Email (Searchable 🔍, Sortable ⇅)
   • Contact (Searchable 🔍, Sortable ⇅)
5. Select Edit to change group configuration when authorized, update values, and select Save.

5.4 Discount and bulk settlement rules

• Discount is stored as a percentage and applies according to the active CPO-corporate pricing configuration.
• A zero discount is valid and means no corporate discount is applied.
• Bulk Settlement groups combine eligible employee session costs for parent-level reconciliation.
• Changing a group setting should affect eligible future transactions; do not retroactively adjust settled sessions unless finance approves a correction workflow.
• An employee should belong to the intended Corporate group before starting a charging session.

---

6. Manage Employees

6.1 Employees list (Corporate Details > EMPLOYEES)

The EMPLOYEES tab shows the Corporate's child accounts. The header contains a live record count badge (e.g., Employees 4), a global search bar, Change Employee Group, Add New Employee, Refresh (⟳), and Column Filter (|||).

Column	Interaction	Description
Full Name	Searchable (🔍), Sortable (⇅)	First and last name of the employee driver.
Customer ID	Sortable (⇅)	Unique numeric customer identifier.
Account Status	Display only	Current user status (e.g., Active in green).
Balance	Interactive	Displays the View Balance 👁 button to inspect the shared parent balance view.
Registration Date	Display only	Date when the employee was registered (e.g., 17 Jun 2026).
Email	Searchable (🔍), Sortable (⇅)	Primary email address.
Contact Number	Sortable (⇅)	Registered telephone number with country code.
Group	Display only	Assigned corporate group (e.g., 1 Corporate Group).
Action	Dropdown	Select Action ⌵ menu providing View and Remove options.

KEY RULE: No employee wallet View Balance does not make the employee a wallet owner. The parent account remains responsible for charging and RFID processing. Treat the value as an inherited or informational account view unless your deployment explicitly documents another calculation.

6.2 Add one employee (SINGLE mode)

1. Open the Corporate and select EMPLOYEES.
2. Select Add New Employee and stay on the SINGLE tab.
3. Enter First Name*, Last Name*, and Primary Email*.
4. Enter Contact Number* by selecting the country code prefix and typing the phone number.
5. Choose the assigned corporate group from the Select Group* dropdown.
6. Optionally enter an RFID identifier if the card is available.
7. Optionally enter the Employee ID (used for internal enterprise identification and billing tracking).
8. Select Save (or Cancel).
9. Verify the employee appears with an Active account status and the correct group assignment.

6.3 Required fields and validation

Field	Status	Validation shown when empty
First Name*	Required	First Name cannot be empty
Last Name*	Required	Last Name cannot be empty
Primary Email*	Required	Primary Email cannot be empty
Contact Number*	Required	Contact Number cannot be empty
Select Group*	Required	Select Group cannot be empty
RFID	Optional	None (can be assigned later in RFID tab)
Employee ID	Optional	None (supports alphanumeric internal ID tracking)

6.4 Add multiple employees by CSV (MULTIPLE mode)

1. From Add New Employee, switch to the MULTIPLE tab.
2. Review the guidance note: "To add existing customers who are not already part of a corporate group."
3. Select Download CSV Template to fetch the standardized CSV format.
4. Populate the CSV file without altering required column headers.
5. Select Choose csv file (with cloud upload icon) to upload the completed file.
6. Review import results, resolve any errors, and confirm that all employees are assigned to the correct Corporate group.

6.5 Migrate existing customers to a Corporate (2-Step Wizard)

1. From the main Corporate List, select Migrate to Corporate.
2. Step 1 - Select Customers:
   • Review the searchable Customer List [Count] table.
   • Select one or more customer checkboxes (displays Full Name (Contact Number)).
   • Verify the dynamic counter (e.g., "1 Customer Selected").
   • Select Select Corporates > (or Cancel).
3. Step 2 - Select Corporate & Group:
   • Expand the target corporate using the plus icon (+).
   • Select the target child group radio button (🔘 [Group Name]).
   • Verify the selection counter (e.g., "1 Corporate and 1 Group Selected").
   • Select Migrate to Corporate.
4. Confirm that the customer is successfully enrolled under the target corporate and group.

6.6 Change an employee's group

1. Open the Corporate and select EMPLOYEES.
2. Select Change Employee Group.
3. In the modal, review instructions: "Select the target group from the dropdown, then choose one or more employees to move them from their current group to the selected target group".
4. Choose the target group from the Select Target Group * dropdown.
5. Check the boxes next to the employees to move in the embedded searchable table.
6. Verify the selected counter (e.g., "1 Employees Selected").
7. Select Change Employee Group (navy button).

6.7 View and edit an employee (< [Employee Name])

1. From the Employees list, select View under the Action dropdown (or click the row).
2. The Employee Details hub opens with 4 tabs: INFO, RFID, FEEDBACK, and CHARGING SESSIONS.
3. On INFO, review:
   • Registration Date
   • First Name*
   • Last Name*
   • Primary Email*
   • Employee ID (enterprise identification tag)
   • Group*
   • Contact Number*
4. Select Edit to update allowed profile attributes, then click Save.

6.8 Remove an employee safely

1. Open EMPLOYEES and locate the employee.
2. Under the Action column, open Select Action ⌵ and choose Remove.
3. In the confirmation dialog, review the warning:

   "Are you sure you want to remove this employee from the corporate?" "The employee is part of Group Name:[Group Name], employee also will be deleted from the group."

4. Before confirming, open the employee's CHARGING SESSIONS tab and verify there is no ongoing or in-progress session.
5. If an active session is in progress, select Cancel and wait for the session to finish and settle.
6. If no active session exists, select Remove (solid red button).
7. Confirm the employee is removed from both the Corporate and the assigned group.

CAUTION: Mandatory active-session guard The system must check for an ongoing charging session before removal. A failed check must block removal; an administrator must never force-delete the child relationship while charging is active.

---

7. Manage Employee RFID

7.1 RFID list (Employee Details > RFID)

1. Open an employee record and select the RFID tab.
2. The section displays an RFID [Count] badge (e.g., RFID 1), a search bar, and the Add Rfid button.
3. Review the table columns:
   • RFID (Searchable 🔍)
   • RFID Status (e.g., Active in green)
   • Expiry Date (e.g., 04 Mar 3021)
   • Action (Select Action ⌵ menu)

7.2 Assign an RFID identifier

1. From Employee Details > RFID, select Add Rfid.
2. In the Add RFID popup modal, enter:
   • RFID *: Enter the card identifier code.
   • Status *: Select the operational status from the dropdown (e.g., Active).
   • Expiry Date*: Set the expiry date in dd-mm-yyyy 📅 format.
3. Select Save (or Cancel).
4. Confirm the RFID appears in the employee's RFID list.

7.3 Request a physical RFID card

1. Open the employee's RFID tab.
2. Select Request Physical RFID when the feature is enabled for the tenant. If the button is not available, use the approved support or fulfillment workflow for your deployment.
3. Confirm the employee and delivery details.
4. Review the RFID processing charge and parent-account funding status.
5. Submit the request.
6. Verify the processing charge is deducted from the parent ID tag's prepaid wallet or posted to the parent postpaid account — never to an employee wallet.
7. After fulfillment, add or activate the delivered RFID and set its expiry date.

KEY RULE: RFID fee ownership Physical-card processing charges belong to the parent account. If a prepaid parent wallet has insufficient funds, the request should remain unsubmitted or pending according to the configured policy; do not create a negative employee balance.

7.4 Manage RFID card

1. Under Employee Details > RFID, locate the card record.
2. Open the Action dropdown (Select Action ⌵).
3. Select Edit to update status or expiry date and click Save.
4. Select Delete to delete an obsolete card and confirm the deletion prompt.

7.5 RFID lifecycle controls

• Use Active only for a valid, issued credential.
• Deactivate lost, stolen, replaced, or unauthorized credentials promptly.
• Set and monitor expiry dates.
• Confirm the employee remains associated with the Corporate parent and an eligible group.
• Review RFID actions before offboarding the employee.

---

8. Review Charging Sessions

8.1 Corporate-wide sessions (Corporate Details > CHARGING SESSIONS)

1. Open a Corporate and select CHARGING SESSIONS.
2. Configure the global filter bar:
   • Date Range Picker: Select the reporting window (e.g., Aug 01 - Sep 25).
   • All Locations: Filter by assigned station locations.
   • All Chargers: Filter by specific charge points.
   • All Connectors: Filter by connector standard.
   • Transaction Status: Filter by operational state (e.g., Completed, Active).
   • Payment Status: Filter by billing state (e.g., Paid, Pending).
   • Guest Charging: Filter sessions by guest charging criteria.
   • Apply / Reset: Execute or clear active filters.
3. Review the Session Detail [Count] table (e.g., Session Detail 7).
4. To export session logs, select Download Report, enter the desired filename in the "Enter file name" popup, and click OK.

8.2 Session columns verified in the live module

Identity & References	Timing & Hardware	Operational & Financial
Transaction ID (🔍) Session ID (🔍) Customer ID Employee ID Customer (🔍)	Charge Point ID Start Time (⇅) End Time (⇅) Duration (dd:hh:mm:ss) (⇅)	Start SoC(%) End SoC(%) Location Station Connector Energy Consumed (kWh) Cost

8.3 Employee-specific sessions

Open any employee record and select CHARGING SESSIONS to review transactions specific to that individual driver. This grid provides the same comprehensive filters (including Guest Charging) and displays the Employee ID column. This check is mandatory prior to deleting or offboarding an employee.

8.4 Ongoing-session check

• Filter Transaction Status for active, started, or in-progress records as implemented by the tenant.
• A session without a completed end state must be treated as ongoing.
• Do not remove the employee or parent association until the session ends and the session state refreshes.
• If a session appears stuck, follow the station/session support procedure before modifying the Corporate relationship.

---

9. Parent Wallet, Billing, Discounts, and Settlement

9.1 Financial flow

Step	System behavior
1. Authorization	Employee starts a session with an associated RFID under the Corporate parent.
2. Pricing	Applicable network tariff and group discount are evaluated.
3. Funding	Prepaid debits the parent wallet; postpaid accrues the cost to the parent account.
4. Recording	The session remains attributable to the employee, group, Corporate, and location.
5. Settlement	Bulk-settlement groups consolidate eligible session costs for parent reconciliation.
6. Reporting	Corporate sessions and customer/session exports support audit and finance review.

9.2 Prepaid operational controls

• Fund the parent wallet before employee charging or physical RFID processing.
• Monitor parent balance and configured low-balance behavior.
• Do not transfer funds into employee wallets; employees are child accounts only.
• Reconcile wallet debits to session and RFID-processing records.

9.3 Postpaid operational controls

• Confirm credit approval, billing contact, settlement frequency, and contract dates.
• Review unsettled and failed-payment sessions before closing a settlement period.
• Reconcile group discounts and bulk-settlement totals to the parent account.
• Restrict changes to payment mode after charging starts; use an approved finance change process.

9.4 Bulk settlement

1. Enable Bulk Settlement on the intended group.
2. Confirm the group's employee roster and discount.
3. At the settlement cutoff, filter or export the Corporate's charging sessions for the period.
4. Review completed sessions, payment status, energy, cost, and discounts.
5. Resolve failed, disputed, or ongoing sessions before finalization.
6. Settle the combined amount against the parent wallet or postpaid account.
7. Archive the settlement reference and supporting export.

---

10. Downloads and Exports

10.1 Download child accounts

Corporate administrators can download the Corporate's child-account list directly from the module or request a Customers export in Administration > Exports scoped to the corporate.

10.2 Download charging sessions

1. Open Corporate Details > CHARGING SESSIONS.
2. Apply the required date range and filter scope.
3. Select Download Report, specify the filename in the popup modal, and select OK.
4. Alternatively, open Administration > Exports, choose Customer Charging Sessions, submit the job, and download the resulting file from the registry.

10.3 Export registry

The central Exports screen (Administration > Exports) tracks asynchronous export jobs with Export Type, Export Name, Status, Created At, Date Range, Expiry Date, and Action (Download).

10.4 Relevant verified export types

• Customers
• Customer Charging Sessions
• Charging Session
• Transactions Data
• Top Corporates By Sessions
• Top Corporates By Revenue
• Top Corporates By Discounts
• Charging Cost and Energy Consumed analytics

CAUTION: Time-limited files Completed exports include an Expiry Date. Download and store approved files before expiry; regenerate an expired job rather than using an untracked copy.

---

11. Grant Web Users Access to Corporates

11.1 Add a web user

1. Open Administration > User Management.
2. Select Add New User.
3. Enter First Name, Last Name, Primary Email, and Contact Number.
4. Select the required Role.
5. Select the permitted Network locations.
6. Use the Corporate Access dropdown to select one or more Corporates when the control is enabled for the chosen role and tenant.
7. Leave two-factor authentication enabled unless an approved policy permits Disable Two-Factor Authentication.
8. Select Save and complete activation as required.
9. Sign in and verify that the user can see only assigned Corporates and networks.

IMPORTANT: Corporate Access control The verified Add New User screen showed Role, Network, and two-factor controls, but the current role did not expose a Corporate Access dropdown. If the dropdown is absent, verify that the chosen role has Corporate permissions and that Corporate Access is enabled for the tenant; do not broaden network access as a substitute.

11.2 Access review

• Review Corporate access when a user's job changes.
• Remove access promptly during offboarding.
• Confirm finance users have only the exports and settlement capabilities they need.
• Keep two-factor authentication enabled by default.
• Periodically compare role permissions, network scope, and Corporate assignments.

---

12. End-to-End Use Cases

ID	Use case	Primary flow
UC-01	Onboard a new Corporate	Create Corporate; select network and contract duration (fixed date or days); verify parent ID, parent wallet, and payment mode; create at least one group.
UC-02	Organize departments	Create multiple groups such as Operations, Executives, or Sales; configure discount (%) and bulk-settlement per group.
UC-03	Add one new employee	Use SINGLE; enter identity, contact, group, optional RFID, and Employee ID; verify parent relationship and no employee wallet.
UC-04	Bulk onboard employees	Download CSV template; populate employee records; upload via MULTIPLE; correct failures; verify group assignments.
UC-05	Migrate existing customers	Use Migrate to Corporate 2-step wizard; select customers; expand corporate tree and select child group; confirm migration.
UC-06	Move employees between groups	Choose Change Employee Group; select target group and employees; confirm; verify updated group association.
UC-07	Issue physical RFID	Request physical card; charge processing fee to parent; fulfill card; add/activate RFID with expiry in dd-mm-yyyy.
UC-08	Safely remove an employee	Check employee sessions; block removal if ongoing; remove from Corporate and group via Action menu after completion.
UC-09	Reconcile a prepaid Corporate	Review parent wallet debits, group discount, RFID fees, and sessions; top up as needed; export session report.
UC-10	Settle a postpaid Corporate	Review period sessions and exceptions; consolidate bulk-settlement groups; reconcile parent invoice or settlement.
UC-11	Audit Corporate usage	Filter Corporate sessions (including Guest Charging); inspect energy and cost; download session report; retain approved evidence.
UC-12	Grant delegated web access	Create web user; choose role, network, and Corporate Access; retain 2FA; verify least-privilege visibility.

12.1 New Corporate rollout sequence

1. Approve corporate contract, contacts, network scope, payment mode, discounts, RFID fees, and settlement policy.
2. Create the Corporate and verify parent financial provisioning.
3. Create groups and configure discount / bulk settlement.
4. Create restricted web-user access for corporate administrators.
5. Add or migrate employees and assign each to a group.
6. Assign or request RFID credentials.
7. Run a controlled charging test and verify parent funding, session attribution, and discount.
8. Validate exports and settlement evidence before production launch.

---

13. Validations, Exceptions, and Troubleshooting

13.1 Validation summary

Situation	Expected behavior	Operator response
No network selected	Corporate form blocks completion and shows the network-location validation error.	Select at least one eligible location in the location picker.
Group name or discount empty	Group form shows Group Name cannot be empty and Discount(%) cannot be empty.	Enter both values; use 0 for no discount.
Employee required field empty	Employee form shows field-specific errors for Name, Email, Contact, or Group.	Complete all required fields marked with an asterisk (*).
Duplicate Corporate Code	Save is rejected because the corporate code must be unique across the tenant.	Use the approved unique code.
Employee already in a corporate group	Migration/bulk workflow prevents duplicate conflicting membership.	Use View or Change Employee Group instead of duplicating.
Employee has ongoing session	Removal must be blocked.	Allow the session to finish and settle, refresh, then retry.
Insufficient prepaid parent balance	Charging or physical-RFID request is blocked or pending.	Fund the parent wallet and retry according to policy.
Corporate Access dropdown absent	Role or feature configuration does not expose the control in User Management.	Verify Corporate permission and tenant feature enablement; do not over-scope Network.
Export not completed	Download is unavailable until processing completes.	Refresh later and review failed-job details if status does not advance.
Export expired	Prior download link is no longer available.	Re-generate a new approved export.

13.2 Corporate or group is not visible

• Confirm the correct business tenant is selected.
• Clear Search and column filters, then Refresh.
• Verify the web user's Corporate Access and Network scope.
• Verify contract and account status.
• Ask an administrator to review role permissions if the module or action is hidden.

13.3 Employee cannot charge

• Confirm employee Account Status is Active.
• Confirm the employee belongs to the correct Corporate group.
• Confirm RFID status is Active and the expiry date has not passed.
• Confirm the location is in the Corporate network scope.
• For prepaid, confirm the parent wallet can cover the session.
• Review session or station logs through the approved support workflow.

13.4 Discount or settlement appears incorrect

• Confirm the employee's group at session start.
• Confirm the group's Discount(%) and Bulk Settlement setting.
• Confirm the CPO-corporate pricing agreement is active for the location and date.
• Compare the session tariff, discount, cost, and settlement export.
• Do not edit settled transactions directly; use the approved adjustment process.

---

14. Operational Checklists

14.1 Corporate launch checklist

• Corporate name and unique code verified.
• Primary contact and contract dates (or duration) verified.
• Network location scope verified.
• Parent ID tag created and unique.
• Parent wallet or postpaid account created.
• Prepaid/postpaid mode verified.
• Groups, discount, and bulk settlement verified.
• Web-user Corporate Access and Network scope tested.
• Employees associated with parent and no individual wallets created.
• Employee ID attributes mapped where enterprise tracking is required.
• RFID and physical-card charge policy tested.
• Test charging session appears under Corporate and employee with correct discount.
• Customer and session export process tested.

14.2 Monthly finance checklist

• Confirm settlement period and contract status.
• Review completed, failed, and ongoing sessions.
• Reconcile energy, cost, group discount, and RFID fees.
• Validate prepaid wallet debits or postpaid accruals.
• Complete bulk settlement and record reference.
• Download customer and session evidence before export expiry.
• Restrict and archive files according to policy.

14.3 Employee offboarding checklist

• Confirm employee identity, Employee ID, and Corporate group.
• Check for ongoing charging sessions in employee Charging Sessions tab.
• Deactivate or recover physical RFID as policy requires.
• Remove the employee only after the active session check passes.
• Verify removal from Corporate and group.
• Retain historical session and settlement records.

---

15. Glossary

Term	Definition
Corporate	An organization registered in HIEV CPMS with a contract, network scope, parent identity, groups, and employees.
Parent ID tag	The unique parent identifier that owns or represents the Corporate's financial account.
Parent wallet	The prepaid wallet or financial account that funds Corporate charging and eligible RFID processing charges.
Child account	An employee customer record associated with the Corporate parent.
Employee	An authorized Corporate driver. The employee has no individual wallet in the required Corporate model.
Employee ID	An optional internal identifier assigned to a corporate employee for enterprise tracking and billing reconciliation.
Corporate group	A collection of employees sharing a group discount and bulk-settlement configuration.
Discount	A percentage reduction configured for eligible Corporate group charging sessions.
Bulk settlement	Consolidated settlement of eligible employee sessions at the Corporate parent level.
Guest Charging	Filter criteria and operational control for charging sessions conducted under guest rules.
RFID	A radio-frequency identifier used to authorize charging for an employee.
Prepaid	A payment mode in which the parent wallet is funded before use and debited for charges.
Postpaid	A payment mode in which charges accrue and are paid later according to approved terms.
Ongoing session	A charging session that has started but has not reached a completed end state.
Corporate Access	Web-user scope limiting which Corporates the user can view or manage.

---

Appendix A. Screen and Field Reference

A.1 Corporate screens

Screen	Key controls / fields
Corporate List	Add New Corporate; Search; Migrate to Corporate; Refresh; Column Filter; corporate rows (Name, Corporate Code, Contact Name, Contact Email, Contact Number, Contract Start Date, Contract Expiry Date, Status).
Add New Corporate	Corporate Name*; Corporate Code*; Website URL; Primary Contact Name*; Primary Contact Email*; Network*; Contact Number*; Contract Start Date*; Expiry Date vs Number of Days radio toggle; Expiry Date*; Cancel; Save.
Corporate Details - INFO	Read-only corporate fields and Edit (with duration toggle, Cancel, Save).
Corporate Details - GROUPS	Search; Add New Group; Refresh; Column Filter; Name; Employees; Discount(%); Bulk Settlement.
Add New Group	Group Name*; Discount(%)*; Bulk Settlement checkbox; Cancel; Save.
Group Details	Partner discount banner; Group Name*; Discount(%)*; Bulk Settlement; embedded Employees table (Full Name, Email, Contact); Edit; Cancel; Save.
Corporate Details - EMPLOYEES	Search; Change Employee Group; Add New Employee; Refresh; Column Filter; Full Name, Customer ID, Account Status, Balance (View Balance), Registration Date, Email, Contact Number, Group, Action (View, Remove).
Corporate Details - CHARGING SESSIONS	Date Range, Location, Charger, Connector, Transaction Status, Payment Status, Guest Charging, Apply, Reset, Search, Download Report (Enter file name popup), Refresh, Column Filter, session data table with Employee ID.

A.2 Employee and RFID screens

Screen	Key controls / fields
Add New Employee - SINGLE	First Name*; Last Name*; Primary Email*; Contact Number*; Select Group*; RFID; Employee ID; Cancel; Save.
Add New Employee - MULTIPLE	Choose csv file; Download CSV Template.
Change Employee Group	Select Target Group *; employee search/selection; selected counter; Cancel; Change Employee Group.
Migrate to Corporate Group (2-Step)	Step 1: Customer List multi-select table, counter, Select Corporates >. Step 2: Expandable corporate hierarchy tree, group radio selector (🔘), counter, Migrate to Corporate.
Employee Details - INFO	Registration Date; First Name*; Last Name*; Primary Email*; Employee ID; Group*; Contact Number*; Edit; Save.
Employee Details - RFID	Search; Add Rfid; RFID; RFID Status; Expiry Date; Action (Select Action ⌵).
Add RFID	RFID *; Status ; Expiry Date (dd-mm-yyyy); Cancel; Save.
Employee Details - FEEDBACK	Employee reviews and ratings overview (or "No Review Exist" empty state).
Employee Details - CHARGING SESSIONS	Date, operational, payment, and Guest Charging filters; employee transactions table with Employee ID column.

A.3 Connected administration screens

Screen	Key controls / fields
User Management - Add New User	Name, email, contact, Role, Network, Corporate Access when enabled, Disable Two-Factor Authentication, Cancel, Save.
Exports	Export Type filter; Apply; Reset; Export Type; Export Name; Status; Created At; Date Range; Expiry Date; Download.

---

Appendix B. Requirement Coverage Matrix

Requirement	Manual coverage	Operational interpretation
Unique parent ID and wallet	Sections 1, 4, 9	Parent is the only wallet/billing owner; provisioning verification is mandatory.
Multiple groups, discount, bulk settlement	Sections 5 and 9	Group creation, discount, bulk settlement, and reconciliation documented.
Network and prepaid/postpaid	Sections 4 and 9	Network selection verified; payment mode documented as deployment billing configuration.
Employees linked to parent, no wallet	Sections 1 and 6	Explicit ownership rule and onboarding verification included.
Employee ID support at employee level	Sections 1, 6, 8, Appendix A	Supported in Single Employee creation, Employee Profile, and Charging Sessions.
Guest charging UI controls	Sections 8, 15, Appendix A	Supported in Corporate and Employee Charging Sessions filter bars.
2-Step Customer Migration Wizard	Section 6.5, Appendix A	Step 1 customer selection and Step 2 corporate/child group selection.
Remove employee after ongoing-session check	Sections 6 and 8	Safe removal guard, group deletion alert, and active session check documented.
Download child accounts and sessions	Section 10	Session report export popup modal and central exports documented.
Corporate dropdown for web user	Section 11	Corporate Access flow and missing-control remediation documented.
Physical RFID and parent processing charge	Section 7	Request, fulfillment, fee ownership, and insufficient-funds behavior documented.

NOTE: End of manual Before relying on a newly enabled feature, test it in the intended tenant and role. Record tenant-specific deviations in local operating procedures without changing the parent-wallet or active-session safety rules.