The Account Manager makes it easy to assign licenses for CoPilot Truck with ActiveTraffic or MileOn to new users. A "user" could be a vehicle, a device, or a driver, depending on whether you plan to assign the apps to:

  • Company vehicles or devices
  • Individual drivers


These instructions will take you through both options. 


In this article:

Adding Individual Users

Importing Multiple Users


Adding Individual Users

Step 1: Add a user to the account

  1. In the Users panel, click the New User button. 
  2. A dialog will pop up where you can enter information about the new user. (A user could be a vehicle, a device, or a driver.)
  3. Each user must have an External ID. This ID allows you to install and keep track of the apps that you assign. If you are assigning apps directly to drivers, this field can match the driver's email address. 
  4. The rest of the user’s information is optional, and will most frequently be used when assigning apps directly to drivers. 
    • Note on Email Addresses: If you are assigning apps to drivers, you must include an email address if you want them to receive instructions via email on how to download and install the apps. If necessary, instructions on how to reset a lost password can also be sent to the driver using this email address. 
  5. Under Assign Licenses, check a box to choose the license type—CoPilot Truck with ActiveTraffic, MileOn, or both—while viewing your remaining number of available licenses.
  6. Click Add User after you have entered all of the information.
  7. The user will appear in your Users list.


User Status

Once a license has been assigned to a user, that user will have one of three values in its Status column: Unassigned, Assigned and Activated

  • Unassigned - the user has been entered into the Account Manager, but was not assigned an app license. (Step 5 above.)
  • Assigned - the user has been assigned an app license, but hasn't activated it yet. (See instructions below for how to install and activate an app.)
  • Activated - the user has installed and activated the app.


Installing and Activating Apps in Company Vehicles or Devices

  1. CoPilot GPS and MileOn can be downloaded directly from app stores. Or, if you included an email address when you added a user in the Account Manager, the user will receive an email about installation. Open that email on the device where you want to install the app, and it will take you through the download and installation process. 
  2. Once the app is loaded on the device, you will see a Welcome screen the first time you open it. Tap Join Company Account.
  3. On the Sign Up screen, in the Email or Username field, enter the External ID for this device that you entered in the Account Manager. Enter a Password and confirm it.  
  4. Finally, enter the six-character Company ID, which you'll find at the top of the Account Manager screen. Tap Continue.
  5. Once the app has been installed on the device, the Status column in the Account Manager for that External ID will switch from Assigned to Activated



Inviting Drivers to Join Your Company Account

  1. When you first add a new driver with an email address, you will see an Invite button listed under the Invite column next to the user's information, and Assigned under Status.
  2. Click the Invite button to invite the user to install the apps you have assigned to him or her on your company account.
  3. The driver will receive an e-mail notification with instructions on how to download the app and activate the license in a two-step process.
  4. After you send the invitation, you will see a Re-Send button under the Invite column for that user in the Users panel. You can click that button to send a new invitation, if necessary.
  5. Once the user has installed the app and activated the license, you will see Activated listed under the Status column for that user.


Importing Multiple Users

Instead of entering users one at a time in the Account Manager, you can import a list of users via a .csv file. 


Step 1: Create a .csv file of users

  1. The file should contain the following columns: External ID, Email, First Name, Last Name and Phone Number. Only External ID is required; the other fields are optional. (A sample .csv file is attached to this article.)


Step 2: Import users

  1. On the Users panel, click the Import button. The Import Users dialog will open.
  2. Drag and drop your .csv file into the dialog or choose Select File to locate it on your computer. 
  3. The dialog will attempt to validate your .csv file, and you will receive an alert if you need to fix errors. Once validated, click Import to continue. 
  4. The new users will appears in your Users list. 


Step 3: Assign licenses to the users

  1. Once the users have been imported, select the users whom you'd like to assign licenses by checking the box next to their names.
  2. After checking more than one user, buttons that allow you to Assign, Un-Assign, Invite or Delete multiple users at the same time will appear at the top of the Users panel. 
  3. Click Assign and choose the application you would like to assign to those users on your company account. 
  4.  The Assign Users dialog will confirm these assignments. Click Assign to continue. 
  5.  Repeat if you would like to assign more than one application. 


Step 4: Invite the new users to join your company


Note: This step can be skipped if you are installing the apps on company devices using only External IDs, rather than email addresses.

  1. Check the boxes next to the names of the users you'd like to invite to install the apps you assigned them in Step 3 above. 
  2. Click the Invite button. 
  3. On the Invite Users screen, click Invite to continue.
  4. The users will receive an e-mail notification with instructions on how to download the app and activate the license in a two-step process.


Step 5: Follow up with the users

  1. After you send the invitation, you will see a Re-Send button under the Invite column for that user in the Users panel. You can click that button to send a new invitation, if necessary.
  2. Once the user has installed the app and activated the license, you will see Activated listed under the Status column for that user.