Qargo

Document Configuration for Customer Portal

Giving access to Customer Portal

Customer facing overview of the Customer Portal, including a Video walk through.

Customer Portal Walkthrough

Publish announcements and operational updates directly on the Customer Portal dashboard so all customer portal users stay informed in real time.

Customer Portal — News Feed: What, Why & How.

Setup a delivery manifest for your customer to use in the portal and they will be able to generate their warehouse orders as a list.

Generate delivery manifest from customer portal

Explanation how you can make locations visible on the customer portal

Customer portal locations

Set order status via Organisation, Transport Service, or Customer Profile. Enable order edit & cancel for portal customers via the Customer Portal Order Import feature.

CUSTOMER PORTAL - Creating and Planning orders shown in customer portal views.

Booking a recurring route on the customer portal means filling in the same form, over and over. Templates solve this. As a portal user, pick a template for standard routes…

CUSTOMER PORTAL - Create orders from templates

Adriaan Coppens

Duygu Demir

Arynne Hargreaves

Customer Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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