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How to use the client portal

Provide your clients with access to real-time delivery data

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over a month ago

Beta client portal feature

You can now give your clients access to a private client portal, where they can log in to see the ETAs, delivery status, and proof of delivery for their orders, but that’s just the start!

We need your feedback to develop this feature further.

  1. Set up your client portal and invite your clients to try this feature

  2. Start a live chat with us

  3. Tell us what you’d like added to the feature and why

  4. We’ll use your feedback to improve our client portal feature



What is the client portal for?

We have created the client portal to give you a safe and secure way to provide your clients with instant access to information about their deliveries.

The aim is that this will help your clients deal directly with any customer service issues and more effectively access information about their deliveries.

You

Invite a client to the portal

👤 Client

Logs into the portal. Their unique Client ID number is generated

You

Upload and carry out deliveries for your client

👤 Client

Can log into the portal to see delivery ETAs, status, and proof of delivery


How to set up your client portal and add clients

  • Go to Settings > External parties > Client Portal

  • Click > Add new client

  • Add your client's contact email address and company name

  • Click > Send invitation

  • Your client will now receive an email inviting them to > Sign up to Circuit Client Portal

How to import and sync data to the client portal

  • Once a client has signed up they will be given a unique Client ID number in the client portal

  • Now when importing stops for this client you will need to add their unique Client ID number to your data import

  • Adding this unique Client ID number syncs key delivery data between the dispatcher dashboard and the client portal view

  • Your client will now be able to log into the portal to see ETAs, delivery status updates, and access proof of delivery in real-time


What clients invited to your client portal will see

In your Circuit for Teams account, you will be able to see every client that you have invited.

Each individual client that you invite will only be able to see details of their own deliveries when they log in.


Got a question?

Contact your account manager, start a live chat, or email [email protected]

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