Configuring the Customer Portal

Setting up your customers' access to the portal is self-service and available within the customer profile of your account: Setting up a user on the Customer Portal

Configuring customer-level portal options

1. Go to Settings
2. Select Customers (under Order Settings)
3. Locate your customer in the list and click the view icon on the right hand side.
4. Navigate to the Configuration tab:

Show driver/contractor and Show vehicle on portal will cause those details to display on the order view in the portal. If you allow showing photos on portal, there will be a photo icon a customer can click on to view any photos the driver has taken.

Configuring user-level portal options

Some options are set by portal user, not by customer company. These are permissions to create orders, edit orders, view invoices, and view quotes.

1. Go to Settings
2. Select Customers (under Order Settings)
3. Locate your customer in the list and click the view icon on the right hand side.

4. Navigate to the Portal Users tab:

   

5. Click the pencil icon on the user's line to edit what they can see in the portal.

Restricting Order Types & Products

To streamline the booking process for your customers, you may want to limit the options available to them when they create new order requests. This ensures they only see order types and products relevant to their specific business.

How to Configure: Within the customer profile, go to the Restrictions tab to select specific Order Types and Products to be "Available" for that customer.

For a step-by-step guide on how to apply these limits, please see our detailed article Managing customer profiles.

Setting Notifications

TransMaS also has the ability to set emails for acceptance/rejection notifications:

Customer Email Notifications

Next Steps

Understand what customers can do on the portal and show them how to use it:

Using the Customer Portal