CLICK to Open PDF



Feature
Old CoPilot FleetPortal
New CoPilot FleetPortal
Add more users to my account
Click the Account button in the top menu ribbon and go to Account Settings

  • In the Users List, you can view all current users

  • Click Add User to add new users to the account


Click the Company Administration button in the top menu ribbon

  • Click the Users tab to view all current users

  • Next, click New to add new users to the account


Add New Vehicle Groups
Click the Account button in the top menu ribbon and go to Account Settings

  • In the Vehicles List section, select Manage Groups

  • Click the Vehicles tab and select Add Vehicle Group to create the desired vehicle group

Click the Vehicle Groups button in the top menu ribbon

  • Click New Vehicle Group and assign a name to this vehicle group

  • Click Add to add vehicles


Add New Driver Groups
Click the Account button in the top menu ribbon and go to Account Settings

  • In the Vehicles List section, select Manage Groups

  • Click the Drivers tab and select Add Driver Group to create the desired driver group

Click the Driver Groups button in the top menu ribbon

  • Click  New Driver Group and assign a name to this driver group.

  • Click Add to add drivers


Create and assign Vehicle Routing Profiles
Click Customization button and select Configuration

  • Click Create New Routing Profile or Add Routing Profile

  • Enter the routing profile name and click Save.

  • Choose the desired routing options

To assign a Vehicle Routing Profile to a Vehicle Group:

  • Click Add Vehicle Group and choose the vehicle groups to which this profile must be assigned

Click Vehicle Routing Profiles in the top menu ribbon

  • Click New Profile to enter the desired Vehicle Routing Profile details

To assign a Vehicle Routing Profile to a Vehicle Group:

  • Click the Assignments tab to assign the vehicle routing profile to one or more Vehicle groups

  • In the Assignments tab, click on Add to select the Vehicle Groups that should use this Vehicle routing profile 



Create and assign Configuration Profiles
Click Customization button and select Configuration

  • Click Configuration Profile and then click Create New Configuration Profile or Add Configuration Profile

  • Enter the configuration profile name and click Save.

  • Choose the desired configuration options

To assign a Configuration Profile to a Vehicle Group:

  • Click Add Vehicle Group and choose the vehicle groups to which this profile must be assigned

Click Configuration Management in the top menu ribbon

  • Click  New Profile in the configuration management page

  • Set the desired configuration options

To assign a Configuration Profile to a Vehicle Group:

  • Click the Assignments tab to assign this vehicle routing profile to a Vehicle Group

  • In the Assignments tab, click Add to assign this profile to a Vehicle Group

Note: A Vehicle Group can only be assigned to one Configuration Profile
Access Vehicle Summary Report
Click the Account button in the top menu ribbon and go to Account Settings

  • Click the Download link to download the Vehicle Summary Report

    • The report is a comma separated list (.csv file) of all vehicles with detailed information regarding the last time the vehicles connected to CoPilot FleetPortal to receive updates, the app version and map data version of CoPilot being used within the vehicles

Click the Company Administration button in the top menu ribbon

  • Click the Vehicles tab and then click the Settings button

  • Click Export to download the Vehicle Summary Report

    • The report is a comma separated list (.csv file) of all vehicles with detailed information regarding the last time the vehicles connected to CoPilot FleetPortal to receive updates, the app version and map data version of CoPilot being used within the vehicles