Customer portal set up

Go to main menu > admin > customers > customer portals tab

Choose saved products from the drop down list to give customer access to selected products from within their customer portal
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Set up your key contact(s) from your customer as a customer portal admin user. Admin users will have the ability to set up internal users from within the portal
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There are three feature settings which can be toggled on and off per customer portal (these settings can be changed at any time). They are:

Carrier can dictate whether the customer will see their pricing per job within the customer portal. If carrier does not want this to be visible, it can be toggled off. If pricing is toggled on, portal admin users will have the ability to toggle on or off for each internal user they set up, from within the customer portal (refer to the Customer Portal - Customer Training Guide)
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Carrier can dictate whether customers can edit their jobs from the customer portal once a carrier has acknowledged the booking from within the carrier TMS and turned it into a transport job
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Carrier can allow customer to maintain their own location database from within the customer portal or they can prepopulate the customer portal with locations from their carrier TMS upon creation

If customer location management is turned off the carrier will select locations for the customer portal from the location drop down list
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Where carrier has enabled customer to manage their own locations refer to Customer Portal - Customer Training Guide for further instruction