Client Portal

The customer portal provides customers with access to specific parts of the logistics business, allowing them to view or interact with certain features. For instance, they can access quotations, billing information, and FMC rates related to their shipments.

Adding Customer Portal

Expand your customer reach seamlessly by adding a new portal through the settings tab

1. Go to the Settings tab.

2. Select the Customer Portal option.

3. Click on the + New button to add a new portal.

4. Portal Access window will open for portal access details.

5. Provide the necessary information.

6. Click Save to confirm.

7. The newly added customer portal will now be visible in the tab.

Edit Customer Portal

Update portal details easily for improved functionality and accuracy.

1. Click on the edit icon next to the portal you want to modify.

2. Portal Access window will open, allowing you to make changes to the portal details.

3. Modify any necessary information.

4. Save your changes to confirm the edits.

Delete Customer Portal

Streamline portal management by swiftly removing unnecessary entries with ease.

1. Click on the delete icon next to the portal you wish to remove.

2. A Warning screen will appear, requesting confirmation before deletion.

3. Press the Yes button to confirm and proceed with deletion.

4. The portal will be permanently removed from the system.

Once the Customer portal is created, a temporary password will be displayed in the settings tab under the Customer Portal section. Users can utilize this password and are advised to change it according to their needs.