Help centrePortals
Invite your customers to the portal
The customer portal lets your shippers book, track, download PODs and see invoices on their own. Invite a customer’s team in a couple of minutes.
01What customers can do
- Book shipments — they land in your Portal requests queue.
- Track their trucks and download PODs.
- See invoices and statements, and their own team.
They only ever see their own organisation’s records. Portal users don’t count as seats.
02Before you start
The customer must exist as a party with a contact email. You need users.manage — owners have it.
03Send the invite
- Open Master data → Parties and choose the customer, e.g. Nishat Mills Ltd.
- Go to the Portal access tab and click Invite user.
- Enter name, email and role, then click Send invite.
Invites come from your workspace address, like shaheen.cargohub.pk, work once and expire after 7 days.
04Customer roles
| Role | Can |
|---|---|
| Customer admin | Book, track, see invoices and statements, invite and remove their own team. |
| Customer user | Book and track. No invoices or team management. |
05When they book
A booking shows up in Operations → Portal requests with a quote from your rate card. Accept & create bilty issues the GR and notifies the customer; rejecting asks you for a reason they can see.
06Remove access
On the same Portal access tab, click Remove next to a user. Their sessions end immediately and the audit log records who removed them.
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