Role-based software function list

See what each role can view and do

Explore CoreCharge Cloud station, order, refund, merchant, agent, commission, withdrawal and role-management functions, with the users and conditions for each workflow.

Demo data21 core functions organizedEvidence reviewed 2026-10-11Project scope and UAT still govern delivery

A workspace for daily rental operations

Manage stations, rental records, merchants, agents and finance tasks through assigned account roles. Available actions follow your project configuration.

Devices & power banks

Who uses it
Platform owner · Agent · Operations & support
What you can do
Search stations, review connectivity and slot inventory, and bind devices to an agent or merchant.
When it applies
Compatible station protocol and assigned permissions; restart and eject actions depend on the model.

Rental orders

Who uses it
Platform owner · Agent · Merchant · Operations & support · Finance
What you can do
Filter rental records and inspect start/end times, pickup/return devices, merchants and payment references.
When it applies
The account must have access to the records; the fields available depend on the connected platform.

Refunds & exceptions

Who uses it
Platform owner · Operations & support · Finance
What you can do
Review paid and refunded amounts, enter a refund reason and submit an eligible refund or close a rental.
When it applies
Granted refund/closure permissions, an eligible order state and a configured payment provider.

Merchants & agents

Who uses it
Platform owner · Agent · Operations & support
What you can do
Maintain merchant and agent records, review hierarchy and assign stations within the permitted organization.
When it applies
Enabled organization roles, device ownership and approved account scope.

Commission & withdrawals

Who uses it
Platform owner · Agent · Merchant · Finance
What you can do
Configure permitted revenue-share ratios, inspect order share records and review balances, withdrawal requests and records.
When it applies
Project-specific commission and withdrawal rules; overseas settlement and payout must be validated with the provider.

Roles & permissions

Who uses it
Platform owner
What you can do
Create or edit authorized roles and accounts, assign menus and control available operations.
When it applies
Administrator authority is required; organization data boundaries must be configured and verified for deployment.

Functions follow the menus and permissions enabled for your account. Payment, dispense, refund and payout results require validation with the selected devices and providers.

Choose your operating role

The list updates to show the functions normally relevant to that role. Final fields and permissions are enforced by the approved project scope.

Software function list

Start with what the role can see and what it can do. Open the evidence note only when delivery conditions or technical proof are needed.

21 functions shown

01 / 06

Overview & analytics

4
FunctionWhat you can viewWhat you can doDelivery scope
Revenue overview
Platform ownerAgentMerchantFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Revenue totals, order value and period trends within the assigned data scope. Filter by date and assigned organization, then review permitted performance reports. Available by scope
Order overview
Platform ownerAgentMerchantOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Order counts and completed, processing, failed, returned or refunded states. Compare selected periods and open the related order list for follow-up. Available by scope
Device overview
Platform ownerAgentMerchantOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Assigned stations, connectivity, slot inventory and visible anomaly counts. Filter the fleet and move from a summary to the affected station or power bank. Available by scope
Agent and merchant overview
Platform ownerAgentOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Assigned agent, merchant, station, order and performance summaries. Drill into an authorized agent or merchant scope without exposing other organizations. Available by scope

02 / 06

Orders, payments & returns

5
FunctionWhat you can viewWhat you can doDelivery scope
Order search and status
Platform ownerAgentMerchantOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Orders by permitted identifiers, dates, merchants, stations and business status. Search, filter and open an order within the role’s assigned record scope. Available by scope
Order detail records
Platform ownerAgentMerchantOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Rental start/end times, pickup/return devices, merchants and payment references returned by the platform. Open the order details and use the available records to investigate a rental. Available by scope
Payment and dispense state
Platform ownerOperations & supportFinanceRenter
Evidence and delivery conditions

Backed by reviewed capability records:

Readable payment, callback, dispense command and station-confirmation states. Distinguish payment success from physical dispense and follow the approved exception path. Integration required
Return and order closure
Platform ownerAgentMerchantOperations & supportRenter
Evidence and delivery conditions

Backed by reviewed capability records:

Physical return, recognized return, billing stop and closed-order states as separate events. Confirm the last recognized return event and investigate delayed closure. Integration required
Authorized refunds and closure
Platform ownerOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Paid and refunded amounts, the order state and the refund fields available to the account. Enter a refund reason and submit an eligible refund, or close an eligible rental with granted permissions. Integration required

03 / 06

Devices & power banks

5
FunctionWhat you can viewWhat you can doDelivery scope
Station connectivity and details
Platform ownerAgentMerchantOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Assigned station identifier, model context, connection or last-known state and last-seen time. Search the fleet, open a station and identify stale or offline records. Integration required
Slot and power bank inventory
Platform ownerAgentMerchantOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Available, occupied, rented or visible fault state for slots and power banks. Locate a slot or power bank and review the freshest source event before service action. Integration required
Device assignment and deployment scope
Platform ownerAgentOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Which stations belong to each authorized agent, merchant or operating organization. Assign or review device ownership within an approved hierarchy and audit trail. Confirm for deployment
QR and station context
Platform ownerAgentOperations & supportRenter
Evidence and delivery conditions

Backed by reviewed capability records:

The station, market, language and environment context carried by a permitted QR entry. Generate or validate approved station identifiers and open the correct H5 rental context. Integration required
Controlled device actions and service follow-up
Platform ownerAgentOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Latest device state, command result, anomaly history and affected slot or power bank. Run approved diagnostics, restart or eject actions when the model and protocol permit, then record follow-up. Integration required

04 / 06

Agents & merchants

2
FunctionWhat you can viewWhat you can doDelivery scope
Merchant operating view
Platform ownerAgentMerchantOperations & support
Evidence and delivery conditions

Backed by reviewed capability records:

Only the merchant’s assigned stations, orders, exceptions and agreed report fields. Review local performance and open support items without viewing other merchants’ records. Available by scope
Agent hierarchy and assigned scope
Platform ownerAgentOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

The agent’s approved merchants, stations, orders, exceptions and report fields. Operate within assigned records and escalate items requiring platform-level authority. Available by scope

05 / 06

Finance & controls

2
FunctionWhat you can viewWhat you can doDelivery scope
Commission and withdrawal review
Platform ownerAgentMerchantFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Revenue-share recipients, ratios, amounts and states, plus permitted balances and withdrawal records. Configure authorized share ratios and review withdrawal requests or records; provider settlement follows the enabled project configuration. Confirm for deployment
Exception audit and reconciliation
Platform ownerOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Payment, order, device, refund and settlement references with timestamps and ownership. Compare linked states, identify the last confirmed event and assign a traceable follow-up. Integration required

06 / 06

Configuration & delivery

3
FunctionWhat you can viewWhat you can doDelivery scope
Pricing, rental rules and support entry
Platform ownerAgentMerchantOperations & supportRenter
Evidence and delivery conditions

Backed by reviewed capability records:

Approved language, currency, pricing version, rental rules and support channel before confirmation. Configure permitted market rules and publish the approved renter-facing version. Confirm for deployment
Roles, accounts and menu permissions
Platform ownerOperations & supportFinance
Evidence and delivery conditions

Backed by reviewed capability records:

Configured roles, accounts and assigned menus; available operations depend on the account’s permissions. Create or edit authorized roles and menu assignments, then verify organization data access before launch. Confirm for deployment
Brand, language and operating channels
Platform ownerAgentMerchantOperations & supportFinanceRenter
Evidence and delivery conditions

Backed by reviewed capability records:

Approved brand, languages and available H5, app or admin channel for the project. Use the permitted renter or operator channel; platform owners can review scoped branding and localization. Confirm for deployment

Delivery formats and integration options

These options shape how the operating functions are delivered; they are not extra business modules.

Confirm for deployment

Browser H5 scan flow and optional native apps

Should renters use browser H5 with camera or QR entry, an optional native app, or both?

Owner canonical
Confirm for deployment

Selected renter UI and operating-brand configuration

Which logos, colors, languages, support entries and operator assets can use my brand?

Owner canonical
Confirm for deployment

SaaS pilot and separately reviewed private deployment

Can we begin with SaaS and decide on private deployment after the operating model is proven?

Owner canonical
Confirm for deployment

Market-specific software and operating checklist

Can the software plan be reviewed against the target country's language, provider and operating needs?

Owner canonical
Available by scope

Authorized named deployment references

Which public references can be used to review bounded CoreCharge delivery evidence?

Owner canonical
Integration required

Public hardware protocol and independent software integration path

Can a hardware buyer review a safe protocol and evaluate an independent software integration?

Owner canonical
Confirm for deployment

Roles, accounts and menu permissions

Which operational channel and functions will each platform owner, agent, merchant, support or finance role receive?

Owner canonical

How to read capability status

Documentation, integration, deployment and production acceptance are separate evidence states.

Available by scope

The capability is represented in reviewed CoreCharge owner content, but its fields, roles and configuration must be included in the signed project scope.

Integration required

The result depends on a device, provider, callback, protocol or other external integration and must be validated end to end.

Confirm for deployment

The capability may be planned, but the exact deployment, role, market, language or infrastructure configuration must be confirmed before launch.

Unknown

Current public and local evidence is insufficient for an availability claim. Product-owner evidence is required.

Owner evidence routes

Use the page that owns each buyer question. A public URL is not proof of a specific tenant, provider, store listing or hardware release.

Dashboard fields

Reviewed owner page for this capability area.

PUBLIC 200 SELF CANONICAL

UAE market guide

Reviewed owner page for this capability area.

PUBLIC 200 SELF CANONICAL

Shared power bank first, extensible by scope

Selected workflows may be adapted for charging cables, vending or other compatible hardware by signed scope. These are secondary extensions, not equal-weight product groups and not universal compatibility claims.