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VIDEO - How to grant general access to the Customer portal, as well as access to live Trip times and Order exports?

Through the Customer portal, customers can see accurate trip times and export data themselves in a single click. Before you can grant access to trip times and order exports, general access is required.

Written by Jonathan De Noyette

🎥 This video explains how to grant general access, and access to trip times and order exports:

📚 Some limitations to be aware of:

  • Contact access: Turning on the toggle sends a new invitation email

  • Trip times: This is not a live-refreshing ETA, but based on trip tasks

  • Exports: Only works for Orders and pre-built templates by an admin

FYI - This is how the invitation mail for contacts looks like:

More information on the different topics can be found in these articles:

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