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Welcome to Super Dispatch Help Center

How Do I Create A Customer Portal?

Table of Contents

    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

    Note: The Customer Portal is an add-on feature in Shipper TMS and may have an additional fee. If you're not sure whether your subscription includes it, ask the support team about pricing and availability when you request the portal.

    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.
    Shipper TMS left-hand menu with Customers highlighted below Manage Carriers

    Step 2: Click Create New

    1. Click + Create New at the top of the Customers page.
    Shipper TMS Customers page with the blue Create New button highlighted above the customer search field

    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.
    Customer Info form in Shipper TMS with Business Name, Type, Phone, Billing Email, address fields, contact fields, and an Auto generate Order ID in Customer Portal checkbox

    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.
    Important: Select the customer from the dropdown. If you type the name in by hand, the load won't send updates to their Customer Portal.

    Next Steps

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