How Do I Create A Customer Portal?

Introduction

A Customer Portal lets your customers follow their loads, see updates, and track shipments in real time. Setting one up takes two parts: you add the customer in Shipper TMS, and then the Super Dispatch support team creates the portal login.

Customer Portals Are an Add-On

How to Create a Customer Portal

Step 1: Open Customers

1. In Shipper TMS, click Customers in the left-hand menu, between Manage Carriers and Terminals.

Step 2: Click Create New

1. Click + Create New at the top of the Customers page.

Step 3: Enter the Customer's Information

1. Enter the customer's Business Name (required), along with their type, phone, billing email, address, and contact details.
2. To have Order IDs filled in automatically for orders your customer submits through the portal, check Auto generate Order ID in Customer Portal.

Step 4: Save the Customer

1. Click Save.

Step 5: Request the Portal Login

1. Click the chat icon in the lower-right corner of Shipper TMS and select Send us a message.
2. Ask for a Customer Portal login and include:
   • The customer's business name.
   • Confirmation that the customer has been added to your Customers list.
   • The username, email, and password you'd like for each customer user. You can request more than one user.

The support team creates the account and lets you know when it's ready. Your customer then logs in from the Shipper Login page.

Keep Your Customer Updated

Link each load to your customer so they get real-time updates in their portal:

1. When you create a load, go to the Customer section below the vehicles.
2. Start typing your customer's business name.
3. Select the customer from the dropdown list. Their information fills in automatically.

Next Steps

Share this guide with your customer so they know how to log in, track loads, and submit orders.