Customer Portal
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      Getting Started With Customer Portal

      Learn about Customer Portals, how to send them, and how you and your customers can use them to save time and collaborate better

      Table of Contents

      1. What Is A Customer Portal?
      2. Enabling Customer Portals - Organization Level
      3. Enabling Customer Portals - Individual Level
      4. Sending A Customer Portal
      5. Accessing & Using The Customer Portal
      6. Additional Resources

      What Is A Customer Portal?

      The Rose Rocket Customer Portal is a free-to-use, easy-to-share extension of your TMS designed to help you and your customers work together efficiently. 


      The Portal invites customers to a one-stop shop for all the order details they need, while giving your team time back.


      With one click, you can:

      • Save time and work better: Customers can input their own orders, get documents, and see the status of a shipment so your team doesn't have to.
      • Improve customer visibility: Customers expect more visibility into their freight at every stage of the order. Now they can get it at their own convenience.

      Enabling Customer Portals - Organization Level

      Customer Portals are enabled by default for all your customers, but you should double-check that your customers are enabled before attempting to send one. Here's how.

      1. Navigate to the Customer Module

      Navigate to the Customers module

      2. Select the customer you wish to enable

      Select the customer you wish to enable

      3. In the Details section, check that 'Has portal access' and 'Is active' are toggled ON

      If your customer will be submitting orders through the Portal, you can also require they add dimensions to their commodities by toggling 'Require dimensions' ON

      In the Details section, check that 'Has portal access' and 'Is active' are toggled ON

      4. Select the level of location sharing you want to share

      The Customer Portal allows you to share your load's live location on route, however there may be some situations where you don't want to share its exact location, or share any location at all.

      Set your preference here.

      Select the level of location sharing you want to set
       

      You can also set Portal access permissions on the individual user level. Here's how.

      Enabling Customer Portals - Individual Users

      1. Click on PEOPLE

      Click on PEOPLE

      2.. Select the customer's name

      Select the customer's name

      7. Ensure 'Portal Access' is toggled ON

      Ensure 'Portal Access' is toggled ON

      8. Click on 'SAVE'

      Click on 'SAVE'
       
      After your permissions are set, you can begin sending Customer Portals.
       

      Sending A Customer Portal

      1. Select an order you'd like to share with a customer

      Customer Portal can be send for any order status that's not 'NEW'

      Select an order you'd like to share with a customer

      2. Click on Share & Invite

      Click on Share & Invite

      3a. Type in the email addresses of the brokers or customers you wish to invite

      You can invite up to 20 users per Customer Portal

      Type in the email addresses of the brokers or customers you wish to invite

      3b. If you want to only share location status, send an e-tracking page instead.

      An e-tracking page is a lite version of the Customer Portal that only shares order status and location

      If you want to only share location status, send an e-tracking page instead.

      5. Click 'Invite', and your Customer Portal invites will be sent!

      Click 'Invite', and your Customer Portal invites will be sent!
       
       

      Accessing & Using A Customer Portal

      Basic walk-through for your customer.

      1. After accepting your email invite, your customer will be asked to set-up an account

      They can choose to use Single Sign On through Google or Microsoft, or set their account manually

      After accepting your email invite to the Customer Portal, your customer will be asked to set up an account

      2. They will land on their profile page, where they can opt-in to what notifications they'd like to receive, and where

      Your customers can choose to be notified in-app and through email

      They will land on their profile page, where they can opt-in to what notifications they'd like to recieve, and where

      3. Click on 'Save' to save their settings

      Click on 'Save' to save their settings

      4. From the side-bar menu, click on 'Orders'

      From the side-bar menu, click on 'Orders'

      5. This will list all orders, past and current, they have with your organization

      Your customer can customize and configure this view to their liking

      This will list all orders, past and current, they have with your organization

      6. Clicking on an order will send them to the Order Detail View

      From here they can view order details, status, location, live chat with your team, and upload documents

      Clicking on an order will send them to the Order Detail View
       

      Additional Resources

      Additional documents for you and your customers