When you select Configure Fleet Settings in the left menu, you will see either a Vehicles tab or a Drivers tab, depending on how your fleet manages its CoPilot app licenses.
Driver-based fleets typically assign CoPilot licenses for drivers to install on their personal devices or assign licenses to company mobile devices used by specific drivers in various vehicles.
On the Drivers screen, you can:
- Add, edit, or delete drivers from your fleet. Drivers can be added individually or in bulk. (If you use CoPilot through an ELD provider, your drivers may automatically synced with the Drivers screen.)
- Assign drivers to Driver Groups. Driver Groups help fleets organize groups of drivers in RouteReporter, a CoPilot add-on application for driver compliance reporting.
Each driver has a:
- Driver ID: This is the ID you use to assign a driver to a Driver Group.
- Driver Name: This is an optional field that can further identify a driver by name. (For example, if the Driver ID is a number and you want to identify a driver by their name.)
- Driver Group: These are the groups, if any, a driver is assigned to.
If you also use Account Manager to manage your CoPilot licenses, any drivers added in the Drivers screen will also be added to the Assets screen. However, CoPilot licenses can only be assigned to drivers in the Assets screen.
Drivers can be added to the Drivers page one at a time by selecting the Add Driver button. In the Create Driver dialog, you are prompted to enter a Username/Driver ID (required) and Driver Name (optional). You can also assign the driver to an existing Driver Group when you create the driver or at a later time in the Driver Groups page.
Uploading multiple drivers
Rather than adding drivers individually, multiple drivers can be uploaded all at once using a comma-separated (.csv) file. To do this:
Step 1: Create a .csv file of drivers
- The file should contain the following columns: Driver ID and Driver Name. Only Driver ID is required. (You can also download this template for how the .csv file should look.)
Step 2: Import drivers
- On the Drivers page, select the Import button to open the Import Drivers dialog.
- The File Encoding drop-down is only necessary if you are importing a file with characters encoded in UTF-8 format. This format is sometimes used to properly display special characters in names. (See Step 7 below.) If you aren't sure whether the file uses UTF-8, leave the drop-down set at Windows Latin.
- Click the Field Separator drop-down to select how data in your file is separated or leave it unchanged, and the importer automatically determines the file type.
- By default, First row is headers box is checked. This tells the importer that the first row of your .csv file is a header row for each column. You can uncheck it if there are no headers in your file.
- A dialog opens where you need to map the input from your .csv to the matching columns in Account Manager's Vehicle screen. Vehicle ID is the only required field you must map to your data for the importer to execute.
- After you Select Matching Fields, click on Import to continue. If the importer detects any errors in your data, a dialog will open where you can fix them before the import is completed. (Note: If you notice that special characters in names, such as the German umlauts, are not displaying properly, click on Back to return to the initial import screen. Select UTF-8 under File Encoding and resume your import.)
- Once imported, the new assets appear in your Drivers list.
Select the Export button to download a .csv file with the list of drivers in your fleet's account.