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Inviting a company to the Customer Portal

If your SHIPM8 environment includes the Customer Portal, you can invite a company to register and log in. Once invited, the company can access the portal to view the information and services you have made available to them.

note

The Invite company button is only visible when your user role has the Customer Portal administration permission. If you do not see this button on the company detail page, your role does not include this permission.

When the invite option is available​

The Invite company button appears in the header of the company detail page when:

  1. Your role includes the Customer Portal administration permission, and
  2. The company has not already been invited or is not already active in the portal.

Sending an invitation​

caution

The invitation is sent immediately when you click the button. There is no preview screen and no additional confirmation step. Make sure the correct company is open and that the company has a valid email address on record before proceeding.

  1. Open the company you want to invite.
  2. Click Invite company in the page header.
  3. SHIPM8 sends the invitation. The button is briefly disabled while the request is processed.
  4. On success, a confirmation notification is shown and the button disappears, indicating the invitation has been sent.

If the invitation cannot be sent, an error notification is shown instead.

After the invitation​

Once the invitation has been sent, the company's Customer Portal status is updated to reflect the current stage (for example, Invited). You can see this status in the Company Info card on the detail page, provided your role includes the Customer Portal administration permission.