Logging In
Log into the Client Portal by entering your email address and password that was set up during the sign up process.
If a user has accounts with more than 1 transport operator partner a drop down list will appear after login.
Select the transport operator partner to login to and then click the "next" button
If a user has access to more than one account across multiple divisions a drop down will appear after login.
- Select the division to login to then click the "next" button
If a user has access to more than one account a drop down list will appear after login
- Select the account to login to and then click the "select" button
Manage
Within the manage section of the client portal a user as the ability to create additional user accounts with different access roles.
Only a user with the role of "Accounts Management" is able to create login users.
All other users are only able to create non login users which are effectively client contacts
- Select the "Create New Contact" button
- Select "Login user"
- Enter all the required fields
Note: Once a valid email address has been entered the email preference drop down will become active.
- Select the "Add Role" button
- Select the role to be added
- Select "Add Role" button to add selected role.
- When selecting the Dispatcher role If there is no default dispatcher set the option to set the user as default dispatcher is available
- The role will appear as pending until the user accepts their role invitation
Example email invitation