Setting up a user on the Customer Portal
Using the TransMaS customer portal allows operators to provide their customers with real-time status updates on orders, POD visibility and the ability to request haulage.
Setting up your customer portal
Setting up your customers' access to the portal is self-service and available within the customer profile of your account.
- Navigate to Settings/Customers
- Click on the customer code or magnifying glass icon to open their profile.
- Within the portal users tab, simply create a new user, there are no restrictions on the number of accounts creatable.
You can also reset a user's password (it will email them a reset link) or remove a user from this tab.
Additionally, if a customer already has a customer portal account from another operator, they will use one account to access all data. This will happen automatically; there is nothing extra for you to do on your end.
Once created, your customer will be emailed access details (in case of new users) or an informational message (in case of existing users) automatically.
- Configuring portal options
- Accessing the portal: The portal can be accessed from https://portal.transmas.net (Note: TransMaS users credentials will not work on this login screen.)
- Instructions for your customers