Customer Portal

The Customer Portal empowers customers to take charge of their interactions by providing a platform where they can create queries, handle invoices, track shipments, and engage in conversations with both sales and operational staff.

Enabling Customer Portal

1. Go to CargoEZ and navigate to the Contacts section.

2. Select a contact and access the Overview tab.

3. Click on Settings and choose .

4. You'll be prompted to Portal Access window where you can choose the appropriate field permissions.

5. Click Save.

6. Your login ID and password with expiration date are displayed in the customer portal. To reset your password, refer to the Reset Password process.

7. Access the Portal menu situated in the left sidebar within the contacts module.

8. Locate the added email ID within the portal access window to track the number and identity of contacts with customer portal access.

Edit the Customer Portal

To edit the customer portal access privileges for a specific customer

1. Head to CargoEZ and proceed to the Contacts section.

2. Choose the relevant contact and go to the Overview tab.

3. Access Settings and locate the account listed under the customer portal section.

4. Click on the button adjacent to the account.

5. Make the necessary modifications in the portal access window.

6. Click the Save button.

Disable the Customer Portal

To deactivate the customer portal for a specific customer

1. Head to CargoEZ and proceed to the Contacts section.

2. Choose the relevant contact and go to the Overview tab.

3. Access Settings and locate the account listed under the customer portal section.

4. Click on the Delete button adjacent to the account.
5. Confirm the deletion of customer portal access when prompted by a warning message.

6. Select Yes to finalize the removal of customer access.

Accessing Customer Portal

1. Open your preferred browser and navigate to portal.cargoez.com/jio.

2. Enter your credentials and log in.

3. Once logged in, you will see the customer dashboard overview.