Using Kopilot, it is possible to add users in three ways:
- In the menu Adauga utilizator: by manually entering identification data.
- In the menu Asociaza utilizator: A 6 digit code is created here and then added by the driver to the mobile application.
- In the menu Import utilizatori: by csv file.
- Add user allows adding drivers, dispatchers and managers.
- Associate user allows adding drivers users (since it involves adding the code generated in Kopilot mobile).
- Import users allows adding drivers and dispatchers.
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Add user
You create users in the menu Add user. Alternatively, you can import user data from a csv file.
Users can be added to Kopilot with the role of driver, dispatcher or manager.
When adding a new user, fill in information about:
- Name*
- Role *
- Email
- Password
- Status
- Phone Number*
Fields marked with * are mandatory.
The driver's username and password are those he will use to connect in Kopilot mobile application.
User and email address are unique.
The Inactive status is used when a user will not be active in the next period and we do not want to delete him permanently. Orders and routes cannot be assigned to a driver in Inactive status.
The successful addition of a new user is confirmed by the message:
If adding a new user was not successful, Kopilot displays the message “An error occurred” and a short explanation on the screen.
Examples of situations in which errors may appear when adding a user:
When the added email is already used by another Kopilot user.
When there is already a user with this name.
When the passwords added in the two fields “Password” and “Confirm password” are not identical.
