Customer Portal Overview

Customer Portal Overview

Set Up the Customer Portal

Give a customer or shipper their own login to view their loads and, if you allow it, submit new loads. You manage access from the customer profile in Load Manager.

1. Turn on portal options

Go to Settings >> Configuration Options. These company-wide options control what customers see and do.

Option What it does
Hide Customer Rate Hides rate amounts.
Hide Public Notes Hides the Notes-Public field.
Hide Load Stop Instructions Hides pickup and delivery instructions.
Allow Add/Copy Loads Lets customers submit or copy loads.
Allow Open Loads Gives a more limited load overview.
Show Billing Docs Shows billing documents.
Show Arrive/Depart Times Shows arrival and departure times.
Show Quote/Invoice Shows quote or invoice documents, when available.
Configure Viewable Load Statuses Sets which load statuses customers see.

Customer Portal options in Configuration Options

2. Create a login

The Portal tab is available for customer payer records.

  1. Go to the Customer tab.
  2. Open the customer.
  3. Click the Portal tab.
  4. Enter a Login and Password.
  5. Click Add New Login if the customer needs more than one portal user.
  6. Click Save.

Customer Portal login and password fields

3. Choose visible load statuses

On the customer's Portal tab, use Load Status Selection:

  • Use Settings/Load Status configuration: uses the company-wide setup.
  • Use Load Status selections below: you pick the statuses for this customer. Select at least one before saving.

4. Send the portal link

  1. On the Portal tab, click Copy Link, or click Send Invite to send the invitation from Load Manager.
  2. Ask the customer to sign in with their company code, login, and password.

The invitation uses the Customer Portal Alert Email template. Check it before you send invites.

Send Invite button for customer portal access

Customer Portal login screen

Tip: To test the portal yourself, use a private browser window or a different browser. This keeps your Load Manager session active.

Keep in mind

  • Customers can read public notes if they are visible. Never put private, internal, pricing, or carrier/driver-only information in them.

  • Review customer-submitted loads before you dispatch, bill, or report on them.

Public notes on a portal load

Troubleshooting

  • Customer cannot sign in: Check the company code, login, password, and link you sent.
  • Customer does not see a load: Check the load is on the correct customer record and its status is visible to that customer.
  • Customer sees the wrong loads: Check for duplicate customer records. Confirm the login is on the correct profile.
  • Customer should not see rates, public notes, or stop instructions: Turn on the matching Hide option.
  • Customer cannot submit loads: Confirm Allow Add/Copy Loads is on. Check customer-specific portal settings.
  • No location on the map: Check the load's tracking setup, the driver's location permissions, and portal visibility settings.

GPS map information in the customer portal

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