Switching a portal permission writes it against the tenant and takes effect on the partner's next page load. There is no database behind this screen yet.
What a customer or a carrier can do when they sign in — each switch shown with what it actually lets somebody do, not just its name.
Nothing a partner submits changes a record — it becomes a proposal in approvals.
The customer portal
Your customers, seeing their own shipments and nothing else.
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OnSee their shipmentsThe list of loads that belong to them, and nothing else.
OnSearchBy container, load reference or date.
OnSee wire detailsYour bank details, from the company profile.
OnSee payment statusWhat is paid, what is scheduled.
OnDownload a statementTheir own statement of account, over a date range they pick.
OnDocumentsInvoices, delivery orders and anything else shared with them.
OnRate confirmationsDownload the confirmation for their own loads.
The carrier portal
Carriers you have dispatched, seeing the loads they were given.
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OnSee their shipmentsThe list of loads that belong to them, and nothing else.
OnSearchBy container, load reference or date.
OnTrackingCurrent position and milestones.
OnUpload a PODGoes to the approvals queue — it never lands on the load directly (§8.8).
OnSubmit an invoiceGoes to the approvals queue for someone here to check against the rate con.
OnSee payment statusWhat is paid, what is scheduled.
OnDownload a statementTheir own statement of account, over a date range they pick.
OnRate confirmationsDownload the confirmation for their own loads.
OnAcknowledge appointmentsConfirm a pickup or delivery time (§10.15).