Fall '24 Carrier Self-Service Portal

Overview

Warning: 

When configuring a Customer Portal or Carrier Portal, confirm data is not accessible and is secured with security profiles and sharing settings. Review all permission set adjustments to ensure they meet business needs without exposing data unnecessarily.

Carrier Self-Service Portal

The carrier self-service portal provides the following capabilities to participating Carriers.

1. View load board of available loads and submit quotes for those loads.

2. Maintain a list of truck/equipment postings, match them to available loads, and submit quotes for those loads.

Portal Setup

1. Set up a Community for Carriers using a Lightning template.

2. Assign the TMSCarrier Community with Login permission set to community users.

3. Expose the following Visualforce pages to users from links on the home page:

   1. CarrierLoadBoard

   2. CarrierTruckPosting

4. Expose the following Visualforce pages to users as subtabs on a Load page layout:

   1. CarrierLoadTracking

   2. CarrierQuoteSettlement

5. Note that the Carrier Portal field needs to be checked for a load to be visible on the CarrierLoadBoard or CarrierTruckPosting pages.