OrderPilot Help
Help β€Ί Getting started

Signing in

How to sign in to OrderPilot, use a sign-in code, reset a forgotten password, create an account or accept an invite.

What it's for

The sign-in page is the door to OrderPilot. From here you can:

Where to find it

Go to your OrderPilot address. If you are not signed in, you land on the sign-in page automatically. If your session runs out while you work, OrderPilot takes the whole window back to this page.

Links to the Terms of Service and Privacy Policy sit under the sign-in box.

The screen at a glance

Signing in takes two short steps. First you type your company name and press Continue.

Step 1 β€” type your company name exactly as it was registered.

Then you type your username and password. Your company shows at the top; click change to go back and pick a different company.

Step 2 β€” your username and password, plus links for codes, forgotten passwords and new accounts.

If your account asks for a code at sign-in (two-step sign-in), you pick where the code goes and then type the six digits.

Type one digit per box. You can also paste the whole code. The sixth digit signs you in by itself.

Buttons and actions

Button What it does
Continue (company step) Checks that your company exists, then shows the username and password boxes.
Continue with Google / Sign in with Google Signs you in with your Google account. Only shows when your OrderPilot has Google sign-in turned on.
Register a new company Opens the form to register a new company.
change Goes back to the company step.
Sign in Signs you in with your username and password. Pressing Enter in the password box does the same.
Sign in with a code (text or email) Lets you sign in without your password, using a one-time code.
Forgot password? Starts a password reset with a code sent to your phone or email.
Need an account? Create one Opens the sign-up form for your company.
Text a code to … / Email a code to … Sends a 6-digit code to the phone or email on your account. Only the ones you have on file appear.
← Back Returns to the previous step.

How to sign in

  1. Type your company name and press Continue.
  2. Type your username and password.
  3. Press Sign in.
  4. If OrderPilot asks for a code, choose Text a code or Email a code.
  5. Type the 6-digit code. You are signed in when the last digit goes in.

How to sign in with a code instead of a password

  1. On the username and password step, click Sign in with a code (text or email).
  2. Type your username or email and press Continue.
  3. Choose where the code should go.
  4. Type the 6-digit code. You are signed in.

How to reset a forgotten password

  1. On the username and password step, click Forgot password?
  2. Type your username or email and press Continue.
  3. Choose Text a code or Email a code.
  4. Type the 6-digit code and press Continue.
  5. Type a new password twice. It must be at least 12 characters.
  6. Press Set password & sign in. You are signed in with the new password.

If OrderPilot says there is no email or verified phone on your account, ask your admin to reset your password for you.

How to text OrderPilot for the first time

Codes by text only work once your phone has messaged the OrderPilot number. If your phone has never done that, OrderPilot shows a screen called Let's introduce your phone:

  1. Note the 6-digit code on screen and the OrderPilot number.
  2. Tap Open messages with the code filled in (on a phone), or text the code to the number yourself.
  3. Wait. The page signs you in by itself, usually in under a minute.

If the code expires, go back and try again.

How to create an account for your company

Use this if your company already uses OrderPilot and you need your own login.

  1. Type your company name and press Continue.
  2. Click Need an account? Create one.
  3. Fill in your first and last name, mobile phone, email, a username and a password (12 characters or more, typed twice). The username fills in from your email unless you change it.
  4. Press Create account.
  5. Step 1 of 2: check your email and type the 6-digit code. Press Verify email.
  6. Step 2 of 2: from your phone, text the code shown on screen to the OrderPilot number. The page moves on by itself when the text arrives (this can take about 30 seconds).
  7. When you see Account created, an admin must approve you in Settings β†’ Users & Access before you can sign in.

How to accept an invite

  1. Open the invite link your admin sent you. The page shows the company you are joining (and "as admin" if you were invited as an admin).
  2. Choose a username, type your email and choose a password (12 characters or more, typed twice).
  3. Press Create my account. You are signed in straight away.

If the page says the invite link is invalid or has expired, ask your admin for a new one.

How to register a new company

  1. On the first step, click Register a new company.
  2. Fill in the company name, the admin username, email and password (twice).
  3. Press Register company.
  4. A green message confirms the registration. New companies must be approved before anyone can sign in.

Tips and troubleshooting

Still stuck? Email support@softavant.com and tell us what you were trying to do.