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.
Creating A Portal
Below we will walk you through the process of creating a Customer Portal:
Step 1: Create a Customer Profile
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Go to the Customers section in Shipper TMS.

Step 2: Create New
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Click Create New

Step 3: Customer Info
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Fill in the necessary details for your customer.

Step 4: Save
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Click Save when you’re finished.
Step 5: Contact Support to Complete Setup
Once the customer profile is set up, reach out to our support team to enable the Customer Portal login for that customer.
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Click the orange chat icon in the bottom right corner of your screen.
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Select Send us a message and ask for a Customer Portal login.
Information Required:
• Customer’s business name
• Confirmation that the customer has been added to your Customers tab
• Customer’s preferred username, email, and password (we can add 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.
How to Keep Your Customer Updated in Shipper TMS
When creating a load, you can link it to your customer’s portal for real-time updates.
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In the Customer section of the load (located below the vehicle section), start typing the Business Name of your customer.
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Select the customer’s name from the drop-down box to auto-fill their information.
Note: Be sure to select the name from the drop-down. Typing the name manually won’t trigger notifications to the Customer Portal.
Need Help?
If you have additional questions or need assistance, please reach out to your Customer Success Manager. You can also contact support via chat in the bottom right corner of your screen or call us at 816-974-7002.