top of page

Getting Started With Customer Portal

Learn about how to activate and use your Customer Portal.

Table of Contents

What is a Customer Portal?

What is a customer portal?

The Customer Portal is your one-stop shop to get view your ongoing and historical orders, request spot quotes, submit new orders, track and trace shipments, retrieve or upload documents, and even chat online with your partner broker or carrier.

 

Stop wasting time requesting shipment updates by phone or email. Every shipment’s status is available at a glance or you can have status changes emailed to you. 

Activating your Customer Portal

Activating your Customer Portal

1. Open your Customer Portal invite email, and select "Activate My Account"

1.webp

2. Enter your log-in information, and select "Activate"

You can create an account using Single Sign-On through Google or Microsoft, or create a new account manually

2.webp

3. You will land on your User Profile page. Check that your account informaiton is correct

If you want to update your name, email, or password, simply type them in here

52417784-8ea3-4109-9416-89f80b5f3b4d.png

4. Set the email notifications you wish to receive, and click "Save" to your profile details

b56e7672-57e4-45d5-975f-2e6f2a1a4ab3.png

5. ... and that's it! Your Customer Portal has now been activated.

Viewing your orders

Viewing your orders

1. From the side navigation menu, click on Orders to visit the Orders page

bc2cbaf0-fdf9-41e3-8b06-9c6180f33afe.png

2. From the Orders page, you can view all your orders, historical and ongoing, with Specialized Global Logistics

b76f3e5f-1d79-4998-862a-2db73630f663.png

3. You can filter, sort, and search the orders list to find the orders you're interested in

d9d3720e-1af8-4d77-b18a-0cf90011d18e.png

4. For example, let's say you want to only view orders that are in "Booked" status. click on "+Add Filter" and select the "Status" filter

414a574d-a4fc-4352-bf2e-f595cc086a7c.png

5. Under your newly created status filter, select "Booked"

1133719a-c350-40fd-8cc0-f75d291789e1.png

6. Now your list is filtered for orders with this status

36c6f6d9-a523-40e7-9648-4b4211ebba03.png

7. You can also add/remove columns from you Orders list by clicking the Columns icon

d2335faa-3e62-4050-bc67-d999df1841e0.png

8. Choose up to 12 columns to display on your orders list, and click "Save Changes"

a2f469a8-ff54-4be1-8b47-b7445866df06.png

9. If you created a view that you plan to revisit often, you can click "Save As" to save it as a tab at the top of the page

​

Otherwise, filters, sorting, and columns will be reset to default when you exit.

8f91bd54-70ac-448b-a589-33623abd1ea9.png

10. To get more details on a particular order, click on an order from the list

41865491-7120-474f-9c00-baf452a8cedf.png

11. From the Order Details page, you can find additional details

​

Details include: map view of your order's location, status, shipper/consignee/billing addresses, pick-up and delivery times, and commodities

7d485448-8be9-4abf-8aa4-a2a4ef9d1811.png

12. You can also find relevant documents related to this order in the Documents section

​

Here you'll find PDF uploads of documents like: Bill of Lading, Labels, Proof of Delivery, and more.

72e0e90f-45ff-462b-9487-89859c53780e.png

13. On the right hand side is the Activity Log. This is a real-time log of all important changes to the order. You can also use the chat window to chat directly with your partner in context of the order.

​​

cbf7757d-7b71-4dc5-9042-06965e1515d7.png

Sharing your e-Tracking Page

Sharing your e-Tracking Page

Want to quickly share the location and status of an order, without giving full Customer Portal access? e-Tracking Pages are lightweight, shareable links you can send to anyone so they can track an orders status in real time, without granting the full access to the portal

1. From the Orders page, select an order that's in Booked, In-Transit, or Delivered status

cebbeacb-297b-4157-a508-b984317891f2.png

2. From that order's Details page, select the "Share" button

93f978b0-310a-4dac-abac-48f3f0bb000f.png

3. Copy your generated link for this order's e-Tracking Page, and send it to whomever you wish to share it with.

36d80c72-6ee6-42e4-8774-e8343b8f716b.png

4. Here is what an e-Tracking Page looks like

​

On the page, those who are interested can view the status of the order, check its location on a map, and find details of the order

fb68a675-f3b1-44c2-a33d-a91c0cb77b21.png

Creating a new order

Creating a new order

1. Click Orders from the side navigation menu

da5aa168-73c6-49bf-9919-38a46a70d4c2.png

2. Click on NEW ORDER

8521f393-28f7-4348-9b45-82e231943a54.png

3. From the Create Order page, fill in address and details for shipper and consignee

b2133da1-eda6-45b1-a883-e388ec7827a4.png

4. Fill out the Ready Time for your order. If applicable, check to make it an appointment, and add a Requested Delivery date

3369a5e3-f955-42bb-a312-09d30a595f19.png

5. If you have any notes you want your partner to know, add them in the Special Instructions field

89d34e23-0c57-459a-9925-4f06311ad6eb.png

6. Enter the commodities you're shipping

​

Fill in description, quantity, type, dimensions, and weight.

Check to make sure the SERVICE TYPE and MEASUREMENTS units are correct, and add any relevant accessorials.

dc8aaa61-002f-45c6-bbc9-8a3dc47b7b91.png

7. Click NEXT, and you're done! Your order has been submitted directly to your partner's system to quote.

​

Be sure to have your notifications turned on so you'll be emailed once they have finished quoting.

Submitting an order that's identical to a previous shipment? Save time by using "Duplicate Order"

Submitting an order that's identical to a previous shipment? Save time by using "Duplicate Order"

1. From the Orders page, select the order you wish to duplicate

f7689685-e6b5-4f13-b5fa-5b5624e8d204.png

2. From the Order Details page, click on the ellipsis "..." in the corner and select "Duplicate" from the menu

ffb9b24a-3bba-48f5-b868-df3269f6ab49.png

3. In the Duplicate modal, enter in Ready Time, and if applicable, Requested Delivery date, and select "Create"

1c0a1f36-70c0-4c7c-9df6-3e2236e93319.png

...and that's it! Your order has been created.

Request a Quick Quote

Request a Quick Quote

Looking to get a quick quote on an order? Use Rose Rocket's Quick Quote feature in the Customer Portal to submit a quote request in seconds.

1. From the Orders page, select GET A QUOTE

b983069c-c531-425f-bff1-498cf1878286.png

2. Enter Shipper and Consignee addresses

​

Use company name or zip code to quickly autofill their address

6b32931a-1ead-4d6e-b690-c8a1bca1b8c9.png

3. Fill out Commodity details

​

Mandatory fields: description, quantity, and weight

2cb86fdc-59d7-432f-99d6-b901c0daedf1.png

4. Click on GET QUICK QUOTE

3d8e5792-ba8c-4ffc-984c-057aaa0e4317.png

5. If your partner uses our Tariffs feature, quick quotes will be generated automatically

406e0984-e188-4dfe-819f-da21d27707fa.png

6. If not, or you wish for a new quote different from what was generated, select REQUEST SPOT QUOTE

15a3c827-a04a-4896-866c-b739d4b3db12.png

Add/Remove/Edit team member access to your Customer Portal

Add/Remove/Edit team member access to your Customer Portal

1. Select the Team page from the side navigation menu

eb6fe2c2-9db4-4d28-a02a-c30b52fbbbaf.png

2. Click on New team member

c9c49658-044a-495e-974a-82344b93b343.png

3. Choose whether this user should have full, or Read Only access, and click "Next"

​

Read Only access portal users will only have access to the orders list, with no permission to add/remove users, change settings, create an order, or request a quote.

b2a4198a-9dea-4b1a-a31c-21d392a06471.png

4. Enter in the Team Member's information, and click "Save"

a297c3b7-5396-409d-83f5-88e8b2648ebe.png

5. ...and that's it! Your team member will be sent an activation email to set-up their Customer Portal

6. To update who has access to your Customer Portal, as well as their permission level, click on a team member from the Team page list

699f078c-45a1-4136-933b-0582f2a43ac5.png

7. To edit their name or email, click on the relevant field, update the information, and select the checkmark to save your changes

b7e89e66-1ea8-4c6b-b3cf-df6b395fd2c6.png

8. Under Status, select the toggle for Active and Read Only Access

  • ​Setting a team member to inactive will remove their access to your Customer Portal

  • Setting a team member to Read Only Access will limit their access to Orders - they will not be able to add/remove users, change settings, create an order, or request a quote.

​

Your changes will be saved automatically.

47e6987f-8c66-4b88-957a-f2fe66c71f7f.png

Change your Customer Portal Settings

Change your customer Portal Settings

On the Settings page, you can update your company information, such as name and address, as well as set the measurement system you use for commodities - imperial or metric.​

Screen Shot 2023-01-24 at 2.22.48 PM.webp
bottom of page