Customer Portals are company filters that can be publicly shared with the end customer to share access to tracking data of multiple transports in real-time and at anytime.
🚀Why is this feature valuable?
Efficiency: Transport owners can set up a Customer Portal once, saving time by not having to provide individual shipment links repeatedly.
Convenience: End-customers get direct, immediate access to their incoming transport status with no interaction needed from your team.
Prerequisite Note
Customer Portals are created from your existing company filters.
The Portal will display all shipments that match the selected filter criteria.
The Portal will display all stops that are part of the displayed shipments.
Step-by-Step Setup
Select & Apply Filters: Choose the criteria (e.g., specific customer, route, etc.) you want to share.
Save the Filter: Click "Save filter" and give it a clear, descriptive name. This creates a company filter. (This action is restricted to Admin users - find out, if you are an admin.
Enable Sharing: Click the three dots next to the saved filter name.
Select and enable the option to "Enable visibility portal access."
Your sharing link is ready!
❓Quick Q&A
How long is the sharing link active?
The link remains active until you turn it off. Navigate to the filter, click the three dots, select "manage visibility portal access," and choose "turn off sharing" anytime. You can re-enable it just as easily.
Do users need to log in to access the data?
No. The Customer Portal is accessible to anyone who receives the link. No user account or login is required.
🎨 Custom Branding: Make It Yours
Give your customers a seamless experience by adapting the tracking link and portal to your company's branding. This custom branding will apply to both the individual tracking link and the Customer Portal.
To set up your branding:
Please send the logo and/or background image along with your Transporeon account ID to our Helpdesk. We will upload the files for your specific account.
Important Notes:
One logo and one background image can be added per shipper account. It is yet possible to distinguish between different brands or sales organizations - we are working on that.
Logo Preferred Format: Vector format (like SVG).
Background Image Tip: Center the main contents of the image, as edges may be cropped on different screen sizes. All pixel measures should be doubled or tripled for optimal viewing on high-density (Retina/4K) displays.
📢 Be Part of the Future!
We are currently working on a new version of the Customer Portal UI to make it even better.
Do you want to join us on this journey and help shape the future of real-time tracking? Reach out to our team to provide feedback and be among the first to explore the new experience!