Working with customers becomes a seamless process when using the Customer Portal. Providing a customer with access is quick and easy to set up. Once enabled users are able to submit orders directly to your system.
📚 The customer profile must be created and SAVED first. Click the link 👉 to learn how to Create a New Customer.
Step 1: Activate Customer Portal on the Customer profile
Navigate to CUSTOMERS > Customers
Click on the individual customer profile to open
Scroll to the 'Contacts' panel
Toggle 'Access to Customer Portal' on
To provide customers with visibility of charges, include approval / rejecting charges, toggle on 'Show charges on customer portal'
Click SAVE.
To activate Multiple Customers at the same time, use the 'QUICK ACTIONS' function
Select the 'Access to customer portal' option under 'Field*'
This will display the toggle 'Access to customer portal', toggle on.
Click SAVE
The Customer list view will now show with check boxes next to the customer name
Select the customers to update
To select all customers clic the 1st box in the header and all the check boxes will be selected.
Click 'Update Details'
The selected customer profiles will now be enabled for the Customer Profile.
Step 2: Give a User Portal Access
User access can be activated via the Contacts panel in the customer profile or via the 'Contacts' List view if the contact already exists in the customer profile.
From the Customer Profile:
Scroll to the Contacts panel in the customer profile
Click 'Add contact'
Enter contact details, including a valid email
Set the Toggle on for Access customer portal.
Click SAVE
‼️ When giving a user portal access, if the 'Access to customer portal' toggle cannot be selected, check the customer profile has Portal access enabled.
From the Contacts list view:
Navigate to CUSTOMERS > 'Contacts'
Click the edit icon against the contact to be updated
Set the Toggle on for Access customer portal.
Click SAVE
📚 Users will automatically receive a welcome email confirming their portal access.
Accessing the Portal
Once the portal is activated, the user receives a one-time email with a link to the Qargo LogIn page.
The user will enter the registered email and click 'Send Login link' to receive an email with a secure link to login.
A passwords can also be used if preferred.
Once the user has access they are able to:
Create & submit orders directly to the carrier tenant
Review dashboards showing key operational data
Add & modify location data to be used as stops in orders
Set up printer configuration for easy document printing
📚 It is not possible to edit the order once submitted via the portal.