Administration
Portal control
Decide what your customers and carriers may do when they sign in to their portals, invite their contacts, and see what they have submitted.
Your customers and carriers each have a portal of their own. Portal control is where you decide what they can do there, give their contacts an account, and see the submissions waiting on your team. Turning a switch on is safe, because nothing a partner sends changes a record by itself: it becomes a proposal for your staff to approve.
- Where
- Administration → Portal control (/portal-control)
- Who can open it
- Company · view. By default: Owner and General Manager
- Who can change switches and accounts
- Company · edit
- Portal invite link
- Valid for 7 days
- Portal reset link
- Valid for 60 minutes
- Saves to
- Portal switches, portal accounts and the audit log
The switches
Each switch shows what it lets a partner do. With Company · edit you toggle it in place; without it you see On or Off. Each side shows how many of its switches are on. The switches are checked on the server: a feature that is off disappears from the portal's tabs, and trying to use it anyway is refused with "This is not available on your portal."
Customer portal
Customers see their own shipments only.
| Switch | What it lets them do |
|---|---|
| See their shipments | The list of loads that belong to them, and nothing else |
| Search | By container, load reference or date |
| See wire details | Your bank details, from the company profile |
| See payment status | What is paid, what is scheduled |
| Download a statement | Their own statement of account, over a date range they pick |
| Documents | Invoices, delivery orders and anything else shared with them |
| Rate confirmations | Download the confirmation for their own loads |
| Message the desk | Write to you about a shipment, and read your replies. See Shipment messages |
Carrier portal
Carriers see the loads they were given.
| Switch | What it lets them do |
|---|---|
| See their shipments | The list of loads that belong to them, and nothing else |
| Search | By container, load reference or date |
| Tracking | Current position and milestones |
| Upload a POD | Goes to the approvals queue; it never lands on the load directly |
| Submit an invoice | Goes to the approvals queue for someone here to check against the rate con |
| See payment status | What is paid, what is scheduled |
| Download a statement | Their own statement of account |
| Rate confirmations | Download the confirmation for their own loads |
| Acknowledge appointments | Confirm a pickup or delivery time |
| Answer rate requests | Quote or decline the lanes you ask them to price. See Rate requests |
In the seeded demo company every switch starts on. Each change is recorded as portal.switch.
Partner accounts
Portal users are separate from your staff. They sign in at the portal's own sign-in page, never the panel, and do not use any of your plan's seats.
Invite a contact
Pick the company
The Company list holds every customer and carrier, marked "· customer" or "· carrier".Enter the contact
Their Contact name and Email.Click Send invite
They get an email with a link to set their password. The link works for 7 days.
One email can hold only one portal account: "Somebody already has a portal account with this email." The invite is recorded as portal_user.invite.
Manage an account
Each account shows the contact's name, email, company and a status badge, with these buttons:
| Button | What it does |
|---|---|
| Resend invite | A fresh 7-day link, for someone who has not set a password yet. Refused once they have: "They already set a password. Send a reset link instead." |
| Send reset link | Emails a 60-minute link to choose a new password. Refused for a switched-off account |
| Switch off | They can no longer sign in |
| Switch on | They can sign in again |
Each action is recorded as portal_user.resend, portal_user.reset, portal_user.deactivate or portal_user.reactivate. With no accounts yet: "Nobody has a portal account yet. Invite a customer or carrier contact above."
Waiting and Decided
Waiting lists partner submissions not yet decided: the side (customer or carrier), the kind (for example POD upload, invoice, appointment, rate query, tracking update), the company, a summary and the date. Decide them on Approvals, linked from the section header. Decided lists what was applied or rejected.
When your account is read-only
If your own subscription is read-only (see Billing), partners can still sign in and look, but cannot send anything: "Your account is read-only until billing is fixed."