Invite a customer to the portal

The customer portal lets your customers track their shipments, download documents, view invoices, request quotes, and submit booking requests — without emailing you for every update. Access is granted per account, from the account's own page.

Before you start

• The customer must exist under Accounts (type Customer).
• You need the contact's email address.

Steps

1. Open Accounts in the sidebar and select the customer account.
2. In the account header, select Invite to portal.
3. Fill in the dialog:
   • Customer email — where the invitation is sent.
   • Portal role — what the portal shows them: Customer (shipments as shipper/consignee/bill-to), Shipper, Consignee, Notify party, or Agent.
4. Select Send invitation.

Result

The contact receives an email with a link to register and access their customer portal (they can also install the app from that link). The account header now shows the pending invitation; once accepted, it switches to an active-portal badge with the user's email. If the email already belonged to a user, access is granted immediately — no email round-trip.

In the portal, the customer can track shipments, view and download documents, see invoices, approve pre-approvals, schedule deliveries, request quotes, and request shipments. Invited customers' booking requests arrive in /booking-requests for review/conversion — open Booking Requests in the sidebar, pick the request's type (Direct, House, or Master), and select Convert to turn it into a shipment, or Decline with a reason. No file number is consumed until you convert.

Tips

• Revoke access anytime from the same header control ("Revocar acceso" on an active binding, or revoke a pending invitation before it is accepted).
• Portal quote requests land in your Quotes queue, ready to price and send back.

Related

• Quotes screen reference
• Create a quote and convert it to a shipment