The Copilot interface is the starting point for accessing all fabric offerings.

Copilot is the web-based user interface to access all fabric applications. These applications enable operators to manage their digital commerce needs directly using online forms and prebuilt web components thereby reducing dependence on technical development resources and custom code.

Applications

 

PIM

Centralized source for all product data.

XM

Content management system (CMS) with a web-based editor.

Offers

Pricing engine to manage promotions and coupons.

OMS

Centralized source of order, inventory, and warehouse information.

Subscriptions

Sell and ship items to customers on a recurring basis.

Member

Loyalty management configuration and implementation.

Pay

Secure payment processing on a merchant website.

 

Prerequisites

You will need an active account, including an account ID, to access Copilot. Contact your Copilot system administrator or Customer Success Representative to obtain these credentials.

Users must be invited to the Copilot application by a system administrator. Once invited, they will receive an email containing a link to Copilot and their account ID.  On first log-in, the user will set their password. Subsequent logins will require the Account ID, user email and password for credentials.

Copilot login
Copilot login

Users navigate across Copilot applications using the global header.  This header remains at the top of the screen for easy access.

Users navigate within each Copilot application using navigation panels on the left-hand side of each individual application.

The Copilot home page contains links to useful content for all fabric products.

  • Knowledge Base - User guides and Quickstarts on web-based Copilot applications

  • API Documentation - Details of all API functionality and customer use cases

  • Headless Resources - Articles on ecommerce with insights into how to optimize your deployment

  • Invite Team Members - Navigates to Manager Users page to add users

Copilot home
Copilot home

Users must be invited to the Copilot application by a system administrator. Administrators can invite and remove users in the Manage Users section, accessible via the left panel navigation.

 

Add user

To invite a new user, enter their email, full name, and role. You can invite more than one person by clicking the Add More link. Once the list is complete, click the Send invite button.

Each user will receive an email containing a link to Copilot and their account ID. On first log-in, the user will set their password and have access to all Copilot applications.

 

Delete user

To remove a user, mouse over their name in the page list to activate the vertical ellipsis (), then select Deactivate.

If a user has been deactivated, you can reactivate them by mousing over their name to activate the vertical ellipsis (), then select Activate.

Copilot add user
Copilot add user

Last update: Aug 08, 2022

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