Onboarding Checklist

This document provides a list of steps that need to be taken to fully onboard your organization and chargers into ZEFNET. The steps here can be taken once your chargers have been received. 

ZEFNET is your desktop-based charger admin portal, where you can configure and view usage data from your chargers. In most cases, a ZEFNET account is created with a primary login account, and populated with chargers upon charger shipment. However, if you aren't sure whether your organization has an account, if you need additional user accounts, or if you don't see expected chargers, you can submit those requests to our Support team via links in this form.

1. First Steps

☑ Familiarize yourself with ZEFNET - this section of our Support page contains a video overview and articles about the various features of ZEFNET.

2. Account Setup 

☑ Log into your ZEFNET Portal - ZEFNET portals are created upon charger shipment, and can be accessed by your primary account holder at utility.zefenergy.com.

If needed, use this form to request/confirm ZEFNET portal creation.

☑ Add user accounts for your team - Your primary account holder may request the creation of an unlimited number of user logins for your team, with either VIEW or EDIT privileges.

☑ Add L2 chargers to your ZEFNET portal - Your ZEFNET portal's Unallocated Devices page should be preloaded with your chargers, but you may request serials be loaded if they are not visible.

If needed, please see this article on how to locate your serial number.

☑ Register your DCFC (Fast Chargers only) - if you have a DCFC, you or your installer should fill out this form as soon as your charger is energized, to ensure that it is surfaced in your ZEFNET portal as soon after installation as possible. 

3. Charger Setup (this must be done for every charger in your organization) 

☑ Allocate your Chargers - register your charger's installation settings with ZEFNET

☑ Assign your Chargers to an Access Pool - determine who gets to access your chargers and how

☑ Configure your Chargers for Payment - collect payment from drivers (optional)

Advanced Setup (please contact support@zefenergy.com for assistance with these steps):

• Time of Use Billing
• Complex Pricing
• Load Controls
• Software Integrations for Billing/Metering Data