• After successful creation of an Organization Admin User account by an ECHX admin, the user will receive an email to create a password.

•   By clicking on „Create Password “, eCHX website will open and the user will be asked to set a password that meets specific requirements and confirm it.

• If users forget their password, they can request a password reset from the login page.

• By clicking on „Click here “, the user is prompted to enter their username or email  address, after which they will receive an email to create a new password.

•  If you encounter any issues related to receiving the activation email, creation of password or account, you can reach out to us through slack or our support email.

The Dashboard is the landing page of the new ECHX frontend, and it includes the following sections:

•      Charge Detail Records (CDRS) for the last 7 days
•      A pop-up button to e-clearing.net’s LinkedIn page
•        e-clearing.net’s News feed with latest news
•      e-clearing.net Support Channels
•        Counts and insights related to your network and roaming partners
•       Details of the network to which the user belongs

Below are the counts displayed in the Dashboard:

Great stories have a personality. Consider telling a great story that provides personality. Writing a story with personality for potential clients will assist with making a relationship connection. This shows up in small quirks like word choices or phrases. Write from your point of view, not from someone else's experience.

Great stories are for everyone even when only written for just one person. If you try to write with a wide, general audience in mind, your story will sound fake and lack emotion. No one will be interested. Write for one person. If it’s genuine for the one, it’s genuine for the rest.

The displayed count depends on:

• The permissions of the active user
• The selection in the network header (if the user has permission to more than one network)

The left-hand side Menu allows navigation through various functionalities like Roaming, Online Services, Charge Club, User Management and Support.

•  On selecting the menu item All Network & Partners from the Roaming dropdown list, all networks in the system will be displayed, regardless of the possible selection of the network in the header, or the network to which the Organisation user is assigned.
•  Networks and the partners list are visible to all Organisation users regardless of their permission roles.

• Columns such as Network, Business Contact Company, Business Contact Name and Email can be used to filter search results.

• These filters can be toggled on and off and the column density can also be adjusted.

• The contact details mentioned above will only be displayed if the partners have entered or updated their contact information.

•    The "Export Network/Partner List" functionality allows users to easily export detailed information about networks and partners directly from the frontend.

Networks

•       Specifically selected rows can be exported by choosing the desired networks and clicking the export button.

• All networks can also be exported by clicking the ‘Export All’ button

• The exported data contains the following contents for each selected network:

Partners

•   Specific rows of partners can be exported by selecting certain networks and clicking the export button.

• All partners can also be exported by clicking ‘Export All’ button, which will generate a file containing the complete list of partners in the system.

• The exported data contains the following details for each selected partner:

•   Organisation users, regardless of their permission roles, can also view the detailed information of networks and partners.
•   Clicking on the green network ID will show you to the basic information about each network and a list of partners within the selected network.

• A partial export or a full export of the partners within the selected network can also be executed.

•       An organisation user with admin rights can create/edit the contact details.
•       The "Edit Network Contact Details" button opens a pop-up window where users can enter contact details.
•      If contact information was previously added, the "Edit Network Contact Details" button displays the existing details, which can be edited as needed.

   The user can add or edit the following details to update or edit the contact information:

•    Business Contact
•    Technical Contact
•    Managing Company Details
•    Message to partners explaining why they should roam with your network.
•    Notification Emails

• On confirming the changes, the user is asked to provide consent for using and presenting the entered information, after which the details are saved to the ECHX.

​

By selecting the 'My Roaming Connections' menu item under the Roaming section, an Organisation User with Admin, Roaming, or Monitoring permissions can view all existing roaming connections between their network and other networks

• The overview of your roaming connections displays the networks that you have an active roaming connection with including the following filter-searchable information:

Roaming Connection Type​s

• The roaming connection feature in eCHX allows you to manage and view different types of connections with other networks. There are four main types of roaming connections, each with specific functionalities that support various aspects of your network's operations. Below are the types of available roaming connections

•   You can filter your roaming connections based on their type in the overview. This functionality allows you to easily view and manage your connections with other networks, categorized by their specific type. For example, you can filter to display all Parking Management connections with other networks.

• Clicking on the icons under the roaming connection details filter will provide you with the specific details of the selected roaming connection.

Creating Roaming Connections

• To establish a new roaming connection, click the plus button in My Roaming Connections overview.

• After confirmation, you can select the network you want to roam with and specify the start date for the roaming connection. Note that the start date must be in the future to successfully establish the connection.

•  For the roaming connection setup, the Standard Connection option was selected. This automatically enables both connection types: EMP Roaming Connection (allowing my customers to access partner charge points) and CPO Roaming Connection (allowing partner customers to use my charge points). In both cases, the Whitelist and Remote Access options are enabled, while the Share Private Locations option remains disabled. Additionally, it was decided to automatically include all new partners who join the network after the roaming connection is established. This configuration ensures smooth and scalable interoperability with both current and future partners.
• These customisations go as following:

•  This segment also includes an option for ‚New Partners‘, which allows you to specify whether any new partners joining your network should be automatically included in the selected roaming connection.

• In this step of the roaming connection setup, the Custom Connection option is selected. This allows for manual configuration of the roaming connection types based on the partner’s role in the network. Two primary roaming types can be enabled: EMP Roaming Connection (allowing my customers to charge at partner charge points) and CPO Roaming Connection (allowing partner customers to charge at my charge points). For each type, additional options such as Whitelist, Remote Access, and Share Private Locations can be activated individually. In this configuration, none of the options have been selected yet. Below, there are also two additional, optional connection types not required for regular roaming: Data Access, which allows partners to access my Locations and CDRs independently of E-Mobility IDs (with sub-options for EMP CDR, CPO CDR, and CPO Location), and Parking Management, which enables partners to update my parking status. These advanced settings offer a high degree of customization for specific use cases or data-sharing agreements.

1. EMP Roaming Connection

• My customers at their charge points
• With this option, you allow your customers to charge at the partner's charge points.

✔️ You act as an EMP, and the partner acts as a CPO.

• Options:
• • Whitelist: only authorized tokens from your customers will be accepted.
  • Remote Access: your customers can start/stop charging remotely.
  • Share Private Locations: the partner allows your customers access to their private charge points.

2. CPO Roaming Connection

• Their customers at my charge points
• With this option, you allow the partner’s customers to charge at your charge points.

✔️ You act as a CPO, and the partner acts as an EMP.

• Options:
• • Whitelist: only partner tokens you approve will be accepted.
  • Remote Access: the partner’s customers can control charging remotely.
  • Share Private Locations: you allow access to your private charge points.

3. Data Access

• They can access my Locations/CDRs independent of E-Mobility IDs
• With this option, you allow the partner to access your charge point and session data even if it's not linked to specific e-mobility tokens.
• Sub-options:
• • EMP CDR: the partner can view session data for your customers.
  • CPO CDR: the partner can access session data from your charge points.
  • CPO Location: the partner can access your list of charge point locations

4. Parking Management

• With this option, you allow the partner to update the parking status of your locations (e.g. available, occupied, reserved)

• This segment also includes an option for ‚New Partners‘, which allows you to specify whether any new partners joining your network should be automatically included in the selected roaming connection 
  

•   Partners can be excluded in two types:

•   To exclude specific partners from the roaming connection, simply select the partners from the list, choose the exception type ‚No Roaming‘ and click ‚ADD TO LIST‘ button.

•   To exclude a partner from the roaming connections of later joining partners, simply select the partner, choose the exception type ‚No roaming with Later Joining Partners‘ and click the ‚ADD TO LIST‘ button.

•  While searching for partners in the list, you can search by name or enable filter search to find the designated partner within the network.

•   After configuring the exceptions, the next step is to review a summary of the roaming connection request that will be sent.

•  The Roaming requests section allows you to manage your incoming and outgoing roaming requests.

• By clicking the ‚Show Details‘button, you can view the details of the roaming connections.

Incoming Roaming Requests

•  In the incoming roaming requests overview, you can accept or decline roaming requests sent to your network. Simply select the roaming connections you want to accept, then click the ‚Accept‘or ‚Decline’ button.

Ou​tgoing Roaming Requests

• In the outgoing requests overview, you can view the roaming requests sent to other networks. You also have the option to cancel these outgoing requests.

​Delete/Edit Roaming Connections

• To edit or delete existing roaming connections, navigate to the My Roaming Connections overview.

•   By clicking on the roaming connection icon under the roaming connection details, a page will appear where you can edit or delete the roaming connection.

Delete Roaming Connections

• To delete the roaming connection, click the ‘Delete’ button.

Edit Roaming Connections

• To edit the roaming connection, click the ‘Edit’ button.

•   Once clicked, you can edit the roaming connection using the same interface and parameters as when creating a roaming connection. (See „Create Roaming Connections“ section.)
• After making changes, the edited roaming connection will be resubmitted to the partner network for approval.

By selecting the Card Management menu item under Online Services, users can check and verify their own customer cards.

• On selecting the Menu Item Card Management under Online Services, the user can verify the card status, regardless of the user permission roles.
• As an EMP you can enter the Contract ID or Token UID to check the validity of the card.
• Please adhere to the normalised expressions of how data is stored in e-clearing database.

• After selecting the contract ID or Token UID and clicking the “Search Cards” button, following details will be displayed in the card details table:

By selecting the CDR Monitoring menu item under Online Services, users can check the current status of Charge Detail Records (CDRs).

• CPOs can view and verify the status of their own CDRs pushed to eCHX.
• EMPs can see the CDRs pushed to eCHX by their respective CPO partners.

• The CDRs can be filter-searched, and by clicking on the dropdown button for a specific CDR, more details of the CDR will be displayed
  

•  You can also export the displayed CDRs from this page. Please note that the export supports a time period of up to 31 days, and the start date and end date must not exceed a 31-day range.

Introduction

• The Charge Club is an e-clearing.net feature that allows EMPs and CPOs to sign bilateral agreements directly on the portal. It provides a fast and easy way to start roaming without the need for negotiations and exchanging proposals outside of the platform.
• The CPOs can publish offers-to-all or EMP-specific offers on the Charge Club. Once an EMP accepts an offer, the technical connection is automatically established, and the roaming will start on the following day unless the CPO specifies another starting date. All the active contracts can be downloaded at any time from e-clearing.net.

Preconditions

•   To publish and accept offers on the Charge Club both the EMP and the CPO need to be on the productive system of e-clearing.net. Moreover, both parties need to update their network contact details on the portal. This step is necessary, so that the system already has all the relevant data to automatically generate the signed roaming agreement once an EMP accepts a CPO offer (Check Edit/Create Network Details).

• In the Offers Overview section of the Charge Club, users can view existing offers published by other CPOs. The following information is displayed:
• • Offer name
  • Type of offer (offer-to-all or EMP-specific)
  • CPO network that published the offer
  • Number of CPOs included in the offer
  • Number of charge points included in the offer
  • Countries
  • Start date of the offer

• Offers can be filter searched by names and networks.

•  By clicking on the offer names, the user is directed to the details of the offer and the acceptance button. The following additional information is available in the offer details:
• • Tariffs details: Expandable to view the different price components.
  • One Time Access Fee.
  • Standard contract and, if applicable, the CPO’s additional terms and conditions.
  

•  In the first tab, users can view the list of active contracts they hold regardless of their role (CPO or EMP) in the roaming contract. The following information is displayed:
• • Offer name
  • CPO Network Name (publisher of the offer)
  • EMP Network Name (acceptor of the offer)
  • Acceptance Date

• By clicking the "Expiring Contracts" tab at the top, the user can view all roaming contracts that are nearing expiration due to cancellation. The list includes details such as the offer name, CPO network name, EMP network name, acceptance date, the party who initiated the cancellation, and the contract termination date
  

•   By clicking the "Pending Contracts" tab at the top, the user can view all roaming contracts that are currently pending. This includes agreements that have been accepted but are not yet active. The list provides information such as the offer name, CPO network name, EMP network name, acceptance date, and the expected start or activation date. Unlike expiring contracts, this section does not include any cancellation-related details.

My Offers & Tariffs

• In the My Offers and Tariffs section of the Charge Club, CPOs can create new offers and tariffs, modify existing tariffs, and review previously published offers.

My Offers

•   In the first tab, the CPOs can view their published offers. The following information is displayed:
• • Offer name
  •  Type of offer (offer-to-all or EMP-specific)
  • EMP network for which the offer was created (if not an offer-to-all)
  • Number of CPOs included in the offer
  • Number of charge points included in the offer
  • Charge point countries
  • Start date of the offer
  •  Delete date of the offer

  Users can navigate through the offers by filtering and searching the listed information.

Create Offers

•       In My Offers tab, CPOs can create new offers by clicking the green offer button located in the top-right corner of the screen.

•   After clicking on CREATE OFFER, the current network for which the offer will be published is displayed. If the user manages multiple networks, they can close the window and select a different network from the drop-down menu. Once the correct network is selected, the user can proceed by clicking CONTINUE.

•  The CREATE OFFER process consists of 5 steps:

1. “Offer Type”: The CPO can choose to create an offer-to-all or target one or more specific EMPs.
2. “Basic Information”:
3. 1. The CPO must provide a unique name for the offer to avoid confusion with existing offers.
   2. The CPO must confirm that they have read and accepted the standard Charge Club Roaming Contract. The contract can be downloaded by clicking the PDF link on the same page.
   3. The CPO can upload additional terms and conditions to the offer, provided they do not contradict the standard Charge Club Roaming Contract.
   4. The start date of the offer is automatically set to the following day. The CPO can postpone the start date by selecting a future using the calendar on this page.

3. “Tariffs and Pricing”: The CPO must select tariffs to assign to the offer. At least one AC and one DC tariff must be selected to proceed. Users can choose from existing tariffs or create new ones directly on this page by clicking on the PLUS button. Newly created tariffs will appear in the current tariff list and will also be visible in MY TARIFFS tab. Additionally, the CPO can add a once-time access fee to the offer

4.      “Assign Tariffs & Partners”:

• • The CPO must assign both an AC default tariff and a DC default tariff. Default tariffs will apply in case of uncertainty.
  •  If the CPO assigns multiple tariffs to the same offer, they must clearly and transparently assign those tariffs to either their CPO IDs or to their EVSE IDs by clicking the corresponding option.

a   “Select CPO IDs”:

1.  If this option is selected, a list of the assigned tariffs will appear, each with a beside it. The CPO can type and select the CPO ID from their network.
2.  Multiple CPO IDs can be assigned to a single tariff and the same CPO ID can be assigned to multiple tariffs.
3. The CPO is responsible for the correct assignment of the IDs.

b.      “Upload an attachment with EVSE IDs”:

1.  If this option is selected, an upload field will appear where the CPO can upload a list of EVSE IDs with the corresponding tariffs
2. The attachment must be in PDF format.

5.      “Summary”: The CPO can review the offer one last time before publishing it. Once the offer is published, it will be visible to the CPO under the MY OFFERS tab and to the EMPs under “Offers Overview”.

Delete Offers

• In order to delete offers, go to My Offers tab and click on the offer you wish to remove. In the selected offer tab, click the delete offer button and confirm the deletion.

Important note: The active contracts generated from the offer will not be affected.

• In the second tab, the CPOs can review their saved tariffs, with the tariff name being filter-searchable.

Create Tariffs

•  In the MY TARIFFS tab, CPOs can open the tariff creation mask by clicking the PLUS button in top-right corner.

•  After clicking on the CREATE TARIFF button, a window will appear where the user can enter the tariff details. These are:
• • Tariff name
  • Type ID of a CPO in the network
  • Tariff Currency
  • A selection or combination of price components (per kWh, per hour, per session)

The step sizes for the price components are as follows:

•   1 Wh for Energy Price
•   1 second for Time Price.

This information can be accessed by hovering over the red-marked small information buttons. In the example given an Energy Price of 0.54 with step size 1000 equals to 0.54€/kWh and a Time Price of 1.2 with step size 3600 equals to 1.2€/hour. Tariff prices can be given with unlimited decimal points.

Edit/Delete Tariffs

• By clicking on the “modify” symbol next to the tariff, the user can either delete the tariff or modify any price component. However, the tariff name cannot be modified. When a tariff is modified, all offers in which the tariff is assigned will also be updated. If the offer has already been accepted, the related contract will be moved to the PENDING CONTRACTS section. (Unsure of the logic now since pending contracts don’t exist and unable to edit tariff.)

A tariff can only be modified once per month  

• An Organisation user has the following permissions:

§  ADMIN

§  Read and Edit Access: An Organisation user with Admin permission have the rights to read and edit the information for all partners in a network

§  User Management: User has the rights to onboard new users or edit the details of onboarded users

§  Roaming Management: User can create new roaming connections, send/accept roaming connection requests

§  Data Export: User can export an excel sheet of all selected networks and partners

§  ROAMING

§  Read and Edit Access: An Organisation user with Roaming permission can read the information for partners in a network

§  Roaming Management: User can create new roaming connections, send/accept roaming connection requests

§  Data Export: User can export an excel sheet of all selected networks and partners

§  MONITORING

§  Read and Edit Access: An Organisation user with Monitoring permission can only read the information for partners in a network

§  Roaming Management: User cannot send/accept roaming connection requests

§  Data Export: User can export an excel sheet of all selected networks and partners.

•   As an Organization User with Network Admin Permission, you will be able to view all users in your networks. On selecting the Menu Item User Management, the user list in your network will be displayed. The menu Item User Management will be visible only to an organisation user with Network Admin permission.

•    If a user or account is assigned to different networks, they can filter the information using the network header.

• Organisation Users with Admin rights can create new users and assign roles or permissions to provide access to the eCHX system.
• Users with Network Admin permissions can create and manage users within their assigned network.
• The “Create user” functionality is accessible from the user list page.

•   After clicking the create user button, you need to enter the basic information of the user including:
• • First Name
  • Last Name
  • E-Mail

• The active user assigns a network to the network new user from the dropdown network selection.
• The functionality of the permission depends on the role assigned to the new user.

Following are the permissions for the organisation user:

• The corresponding roles should be selected and added by clicking the add button.

• After confirming the changes, the data is stored in the database.

• The Organisation user with Admin rights can edit the created user using the edit button.

• The basic information and the permissions assigned to the user can be edited.

•  Upon confirming, the changes are saved successfully.

Note / Best practice: Do not create Admin Accounts for shared e-mail addresses. We advise giving “Monitoring rights” instead. As a best practice, it is also recommended that when colleagues leave the company, admins ensure their accounts are properly deleted from the frontend to maintain security and accuracy.