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 portal options

You can configure what your customers see on the customer portal.

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. Options for the customer portal are in 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.

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