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Shared Views: Simplified and Secure Data Sharing for Your Customers

Shared Views (formerly known as Customer Portal) allow you to provide your customers with real-time visibility into their shipments.

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Written by Rein-Sander Ellip

By creating a customized view, you choose exactly which data to share, ensuring transparency while maintaining control over who has access to your data.

🌟 Why is this feature valuable?

  • Efficiency: Transport owners can set up a Shared View 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.

Table of content

How to Create a Shared View

Follow these steps to build and share your first view:

  1. Navigate to Shared Views and click the Add shared view button.

  2. Define Transport Criteria:

    • Shared View Name: Enter a name that is clear and professional. Note that this name will be visible to your customers (coming soon).

    • Tracking Status: Select the relevant statuses you want to include, such as Tracking or Completed.

    • Add Filters: Use filters like Custom Fields or Stop Name to narrow down the specific transports for that client.

  3. Generate Shareable Links:

    • In the Shareable links section, enter a label for your recipient (e.g., "Kris - Customer Office").

    • You can create multiple unique links for the same view to track access for different stakeholders.

  4. Activate & Save:

    • Set the status to Active to make the link accessible.

    • Review and check the Consent box to agree to the data sharing terms.

    • Click Save. Your links are now live.

    • Simply Copy your generated link and send it via email, chat, or your preferred communication tool.

Managing Your Shared Views

The Shared Views list view provides a bird's-eye view of all your active portals.

At a glance, see how many links are active for each view and what criteria are being applied.

Jump to quick actions under the three dots (...) next to any view to:

  • Get shareable link: Quickly copy the URL to your clipboard or open it in your browser to view exactly what your customer sees.

  • Open in Transports view: View the same transport as your customer sees, in your own Visibility view.

  • Edit: Modify filters, change names, or add new links.

    • Hint: click on the shared view card to open it in edit view

What View Recipient Sees

When a customer clicks the shareable link, they are taken to a dedicated Shared View Portal. Here, they can:

  • View a list of shipments you granted them permission to view.

  • Check the real-time ETA and status updates (e.g., "On time" or "Delayed").

  • Monitor transports on a map view.

  • Click individual shipments to see map tracking, stop details, and other relevant details.

  • The View will display all stops that are part of the shipment.

  • Check out this video for details: Shared View User Interface details

Custom Branding: Make It Yours

Give your customers an indication that it's your branded portal by applying your company's logo.

To set up your branding:

Go to the Account actions, select Settings in Company profile upload the logo, and click Save changes

Important Notes:

  • One logo can be added per shipper account. At least for now. In close future, it will be possible to distinguish between different brands or sales organizations - we are working on that.

  • Logo Preferred Format: For best results, use a PNG or JPG file (max 1MB) with a recommended height of 64px.

❓Frequently Asked Questions


How long is a sharing link active?

The link remains active for as long as you need it. You have total control over its lifecycle:

  • To deactivate: Navigate to your Shared View list view and either delete the specific shared link or set the entire view to Inactive.

  • Permanent removal: You can also delete the Shared View permanently (in edit mode).

  • Recipient Experience: If a user clicks a deactivated link, they will see a clear notification that the link is no longer active.


Do users need a login to access the data?

Currently, no. Shared Views are designed for frictionless access, meaning anyone with the link can view the data without an account or login.

Note: We are hard at work on advanced user management capabilities! Stay tuned for updates that will allow for even more secure, person-specific access in the near future.



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