The Account Manager makes it easy to assign licenses for CoPilot Truck or MileOn to new users.


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.
  3. Enter the user’s information, including Email Address, Phone, First Name and Last Name.
  4. 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.
  5. Click Add User after you have entered all of the information.
  6. The user will appear in your Users list.


Step 2: Invite the user to join your company

  1. When you first add a new user, you will see an Invite button listed under the Invite column next to the user's information.
  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 user will receive an e-mail notification with instructions on how to download the app and activate the license in a two-step process.


Step 3: Follow up with the user

  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 Invite 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 Email 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 file, and you will receive an alert if you need to fix errors in your .csv file. 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

  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 Invite column for that user.