Chapter 2
Getting Started
2.1 Signing in#
Your transport provider creates your login. They give you the portal’s web address (it ends in /portal/login) and a password. You sign in with your email address.
- Open the portal’s web address in your browser.
- Enter your Email and Password.
- Click “Sign in.” The Dashboard opens.
The first time you sign in, change the password you were given to one only you know (see section 7.2).
There is no “Forgot password” link. If you forget your password, ask your transport provider to reset it. They will give you a new one.
If you see “Your account has been deactivated. Contact your account manager,” your login has been switched off. Contact your transport provider.
2.2 Staying signed in#
- After 15 minutes without activity, the portal signs you out to protect your account. The next time you click, the sign-in page says “Your session has expired due to inactivity.” Sign in again.
- A login can only be used in one place at a time. Signing in on another computer, phone or browser signs you out of the first one, with the message “You have been logged out because your account was signed in on another device.”
- When you finish, click your name at the top right, then “Log out,” especially on a shared computer.
2.3 Finding your way around#
The menu down the left side is how you get around the portal:
| Menu item | What’s inside |
|---|---|
| Dashboard | Your active trips, what you owe, and quotes waiting for your answer (section 2.4) |
| My Requests | Your transport requests and their quotes (Chapter 3) |
| My Trips | Your trips and the stage each one has reached (Chapter 4) |
| My Invoices | Your invoices and the payments recorded against them (Chapter 5) |
| Proforma Invoices | Proforma invoices sent to you (Chapter 6). Only shown if your transport provider uses them. |
| Profile | Your contact details and password (Chapter 7) |
- The arrows at the bottom of the menu shrink it to icons, to give pages more room. Click them again to bring the labels back.
- On a phone, the menu is hidden. Open it with the three-line button at the top left.
- The top bar shows the page title and the buttons for that page, such as “New Request” or “Download PDF.” On a phone, those buttons appear just below the top bar.
- The ? button in the top bar opens this guide at the section for the page you are on. The sun or moon button next to it switches between light and dark colours.
- Click your name at the top right to see your company name and the “Profile,” “Help” and “Log out” links.
- Lists show the newest items first, 25 to a page, with page links at the bottom. Click “View” on a row to open it.
2.4 The Dashboard#
The Dashboard opens when you sign in. It shows:
- Active Trips: how many of your trips are under way (Assigned, Loading, En Route, Delivered or Returning), and a list of them with their route and status. Click a trip number to open it.
- Open Invoice Balance: what is still owed on your issued invoices, after the payments recorded so far. If you are billed in more than one currency, each currency has its own line, for example GHS 5,000.00 and USD 650.00.
- Quotes Awaiting Your Action: requests with a price waiting for your answer. Click “Review” to see the quote and accept or reject it (section 3.3).