Configuration Profiles include compliance and driver accessibility settings and set how often Configure Fleet Settings are synced with CoPilot.

Click Configure Fleet Settings in the left menu > Configuration Profiles to get started. The Configuration Profiles page loads with a list of your existing profiles, if any.

To create a Configuration Profile:

Step 1: Name and create a profile

  • Click the Create Configuration Profile button at the top right of the screen.
  • The New Configuration Profile dialog loads. Enter a name in the Configuration Profile Name field. We recommend using a descriptive name to make it easier for other Account Manager users to select the correct profile.
  • Check the box next to Set as Default if you want this profile applied by default to every Vehicle Group created in the future. 
  • Click the Save & Continue button. 

Step 2: Select settings

These options allow you to enable, disable, or change settings that affect compliance and user experience for drivers or vehicles assigned to this profile. 

Settings include:

  • Fleet Sync Interval, which controls how often CoPilot checks for and applies new updates to fleet settings. Enter the Interval in hours for how often CoPilot should check for updates. 
  • The Compliance setting, which controls how far a driver can deviate from their planned route before they are considered “out of route.” Enter a value, in miles, in the Out of Route Threshold field.
  • Select the checkboxes next to each Driver Accessibility option you want to enable:
    • Check Routing Profile Creating & Editing to allow drivers to edit or create new routing profiles on their device. Preventing drivers from creating or editing routing profiles in CoPilot will ensure drivers are navigated based on the physical and legal guidelines as prescribed by the Fleet Administrator in Account Manager.
    • Check Force routing profile selection to force drivers to select a routing profile to begin a trip if multiple routing profiles are on CoPilot. Best Practice is to create the routing profiles in Account Manager, making them descriptive enough so that the drivers understand what they are, and then have the driver select from your approved profiles that are assigned to their Vehicle Group.
    • Check Display map reporting to allow the driver to access map reporting functionality on their device.
  • Click the Save & Continue button.

Step 3: Assign the profile

  • After the Assign Profile to Vehicle Group screen loads, select the checkbox next to each vehicle group you want to assign to the configuration profile.
  • Click the Save & Continue button.
  • Click Done to complete the configuration profile.