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.
How to Create a Shared View
Follow these steps to build and share your first view:
Navigate to Shared Views and click the Add shared view button.
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.
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.
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 Dashboard provides a bird's-eye view of all your active portals.
Quick Actions: Click the three dots (...) next to any view to:
Get shareable link: Quickly copy the URL to your clipboard.
Edit: Modify filters, change names, or add new links.
Open in Transports view: See exactly what your customer sees in the full transport list.
view Criteria: At a glance, see how many links are active for each view and what criteria are being applied.
What Your Customer Sees
When a customer clicks your link, they are taken to a dedicated Visibility Portal. Here, they can:
View a list of shipments filtered specifically for them.
See real-time ETA and status updates (e.g., "On time" or "Delayed").
Click individual shipments to see map tracking, stop details, and relevant documents.
The View will display all stops that are part of the displayed shipments.
❓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 dashboard and either delete the specific link or set the entire view to Inactive.
Permanent removal: You can also delete the Shared View permanently.
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.
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 Shared View.
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!