Customer Portal

The Customer Portal allows your shippers to access shipment information, documents, and insurance options in real time. It is part of the Engage module, designed to improve visibility and strengthen collaboration with customers.

Onboarding a Customer to the Portal

Give a customer access to the portal from their record in Partner Master Data — you do this once per customer.

1. In Partner Master Data, open the customer's partner record (the partner must be approved).

2. In the Portal Access card, click Manage User.

3. In the Manage Users dialog, click Add User, enter the person's Name and Email, then click Save.

Partner Master Data — the Portal Access card (Customer Portal + Manage User), highlighted

The customer receives an email with an initial password to sign in at https://portal.fr8labs.co. They set their own password on first login (see Getting Started below).

Getting Started

• Customers will receive their login credentials via email from their freight forwarder.

• Visit: https://portal.fr8labs.co

• On first login, customers will be given a temporary password and prompted to set a new one.

Portal - Login Page

Dashboard

The dashboard provides a central view of all ongoing shipments.

Customers can:

• See live updates such as ETA changes, shipment alerts, and milestones.

• Quickly access the Shipments tab for detailed job information.

• Review shipment summaries on a world map for transparency.

Portal - Dashboard Page

Shipments

• Under the Shipments tab, customers can view detailed job information: • HBL/HAWB number • Shipment type • Customer details

• Customers can drill down into each job for a full milestone view, including tasks shared by the forwarder.

Portal - Shipment Details Page

Milestones & Tasks

• Milestones represent the major checkpoints in a shipment journey.

• Tasks are the specific actions linked to each milestone.

• Customers can view real-time progress updates for better transparency.

Benefits:

• Improved visibility into shipment progress

• Enhanced communication and trust

Milestones vs. Tasks

Document Management

• Upload documents: Customers can upload relevant shipment documents (e.g., invoices, packing lists) directly to a job.

• Download documents: Customers can download files shared by the forwarder for quick access.

Portal - Shipment Details (Documents Section)

Advanced Visibility (Optional Add-On)

• Provides live tracking for ocean freight.

• Reliable predicted arrival times with 90–95% accuracy.

• Helps customers make proactive adjustments to avoid delays.

• If not enabled, customers will still receive basic milestone updates.

Portal - Shipment Details (Documents Section)

Embedded Cargo Insurance

Customers can purchase and manage cargo insurance directly from the portal.

Steps to Insure Cargo:

1. Fill in shipment details (cargo value, commodity, etc.).

2. Preview details and confirm insurance cost.

3. Click Buy Insurance to generate a Certificate of Insurance.

Claims:

• Customers can file claims directly in the portal under View Policy Details → Claim Insurance.

• Required documents can be uploaded online for quick claim processing.

Portal - Buy Cargo Insurance

Key Benefits for Customers

• Visibility: Live shipment data, milestones, and advanced tracking.

• Transparency: Real-time updates reduce uncertainty and build trust.

• Self-service: Upload/download documents, purchase insurance, file claims.

• Efficiency: Fewer phone calls and emails chasing updates.

• Security: Option to insure cargo digitally with instant confirmation.

Documentation owner: Fr8Labs Customer Success. Formatting reviewed: 21 September 2026; product behaviour not reverified in this formatting pass.