Chapter 14
The Client Portal
The client portal is a separate area where your clients sign in to work with you directly. This chapter describes what they see, so you can help them.
14.1 Signing in#
- Clients go to the portal’s login page: your system’s address followed by /portal/login.
- They sign in with their email address and the password you set or reset for them (section 7.3).
- After 5 wrong passwords the login is locked for 15 minutes. After 15 minutes without activity they are signed out.
- A deactivated portal user sees a message telling them to contact their account manager.
14.2 What clients can do#
| Page | What the client can do |
|---|---|
| Dashboard | See their active trips, their open invoice balance, and quotes awaiting their action |
| My Requests | Submit a new transport request, see your quotes, and accept or reject the latest one (with an optional comment). A quote shows its total, with the transport amount and any charges under it |
| My Trips | Follow each trip’s status and timeline |
| My Invoices | See issued invoices with their payments and balance, and download the PDF |
| Proforma Invoices | See issued proformas and download the PDF (only if proformas are switched on) |
| Profile | Update their details and change their password |