Customer Portal Setting - Customer Staff

This article explains the different Customer Portal settings available for a Customer Staff profile and how to configure them based on the level of access you want to grant.

These settings determine what features a Customer Staff user can access or perform within the portal.

🔐 Accessing Customer Staff Settings

To modify the settings for a specific customer staff member:

1. Navigate to Customers > Staff.

2. Select the desired staff member.

3. Click the Edit (pencil) icon.

💡 Tip: If you're unsure about the purpose of a specific setting or permission, simply hover over the info icon next to it—the system will display a brief description.

⚙️Staff Settings Overview

These settings control the different features and permissions available to customer staff in the Front Office, including shipment creation options and payment capabilities. Below is a description of key settings:

• Hide LTL: Prevents users from creating LTL shipments in the Front Office.

• LTL Carriers: Hides LTL carrier names and logos from rate results displayed in the Front Office.

• Pay Invoices: Enables users to pay invoices via credit card directly in the Front Office. (Only available for brokers integrated with Global Payments or Authorize.net.)

• Domestic Truckload (Dom. Truckload): Allows users to create Truckload shipments in the Front Office.

🔑 Permissions

This section defines the level of access customer staff users have within the platform. Key permissions include:

• User Allowed Customer Access: When enabled, this allows a customer staff user to view shipments created by other staff members within the same customer account. If disabled, the user will only be able to view shipments they have personally created.

• Affiliate/Reports: Enables access to various reports, such as Delivered Shipments, Sent to Carrier, and more. Make sure this permission is checked if reporting capabilities are needed.

💲Tariff Settings

These settings control how rates and tariffs are displayed to your customers in the Customer Portal during shipment creation. You can configure whether customers see one or multiple rates per carrier, prioritize guaranteed or lowest-cost options, or hide pricing altogether.

• No Rate: Hides pricing, but the rate option still appears for selection.

• Only Show Least Cost Rate: Displays only the cheapest available rate. (Only one result will be shown in the Front Office.)

• Show Multiple Rates: Shows all available rates for each carrier.

Note: If both Show Multiple Rates and Only Show Least Cost Rate are unchecked, the system will default to displaying the cheapest rate per carrier.

📬Notification Settings

This section allows you to manage which email notifications customer staff members will receive regarding billing and shipment activity.

• Collections Notice: Sends automated email notifications to the staff member regarding overdue invoices.

• Invoice Notification: When enabled, the customer staff will receive a copy of the invoice upon delivery.

Note: Invoice emails can be configured at both the Organization level and the individual Staff level. All specified emails will receive a copy of the invoice each time one is generated and sent.

• Shipment Status Change: Sends an email notification to the user every time there is a status update on a shipment. This includes statuses such as Picked Up, Out for Delivery, Delivered, and others.

• Proof of Delivery: When enabled, the system will send the Proof of Delivery (POD) to the email address associated with the user’s profile.

For general customer-wide settings—such as Default Freight Class, auto-populate toggles (e.g., Accessorials, Insurance), or required fields (e.g., NMFC, Dimensions)—please refer to the article: Company Profile - Customer Portal Settings.