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