Introduction

Creating a Customer Portal for your clients is a straightforward process that enhances transparency and keeps your customers informed every step of the way. This involves two main steps: first, setting up the customer’s profile in Shipper TMS to ensure their details are accurate and accessible, and second, reaching out to our support team to finalize the setup.

Once complete, your customers will have their own portal, allowing them to view updates, track loads, and stay engaged with their shipments in real time.

Customer Portals Are an Add-On

Customer Portals are considered an add-on feature in Shipper TMS and may require an additional fee to activate. If you're unsure whether your current subscription includes access to the Customer Portal, please contact our support team for details on pricing and availability.

Creating a Portal

Below is the process for creating a Customer Portal in Shipper TMS:

Step 1: Create a Customer Profile

• Go to the Customers section in Shipper TMS.

Step 2: Click "Create New"

• Click the Create New button to start entering a new customer.

Step 3: Enter Customer Info

• Fill in the necessary details for your customer (e.g., business name, contact info).

Step 4: Save

• Click Save when you’re finished.

Step 5: Contact Support to Complete Setup

• Once the customer profile is saved, reach out to our support team to enable the Customer Portal login.
• Click the orange chat icon in the bottom-right corner of your screen.
• Select "Send us a message" and ask for a Customer Portal login to be created.

Please include the following details:

• Customer’s business name
• Confirmation that the customer has been added to your Customers tab
• Preferred username, email, and password for the customer (you can request multiple users if needed)

Our support team will create the account based on this information. Once the account is ready, we’ll notify you so your customer can log in using the Shipper Login page. Please check out out article "How Do I Use A Customer Portal?" for more information. 

Keep Your Customer Updated in Shipper TMS

When creating a load, you can link it to your customer’s portal for real-time updates.

• In the Customer section of the load (located below the vehicle section), start typing the business name of your customer.
• Select the customer’s name from the drop-down list to auto-fill their information.

Note: Be sure to select the name from the drop-down. Typing the name manually 
will not trigger notifications to the Customer Portal.

Need Help?

Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at support@superdispatch.com, or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!