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.
Portal TMS/User Setup
For additional Portal Setup information, login to the Revenova Learning Center and open a case.
Set up the Portal page footers and other text from TMS Admin → Configuration.
Each community user must have a contact record (first) and a community user record created. Note that users can never be deleted, only deactivated.
Each portal user must have a TMS license assigned.
You must select an LTL API aggregator (AccuFRATE, Banyan, Project44, SMC3, or WWEX Speedship) to use for the LTL quoting process.
You must set up routing guide entries to automatically retrieve quotes from the LTL API you have selected.
For each customer’s Transportation Profile, set up Carrier Markup records to define your customer-/carrier-specific cost-plus pricing. Alternatively, you can set up global pricing using the global Transportation Profile.
The portal may require access to the following Visualforce pages:
BillOfLading
CustomerMyInvoices
CustomerInvoice
LoadClone
Assign the TMSCustomer Community with Login permission set to community users.
Make loads private to external customer portal users and create a sharing rule for each customer so they only have access to their loads.
Warning:
Verify that no customer has access to any other customers’ loads!
Do not “break” the Customer/Carrier Email Loop and API community access when you perform the above step.
Provide your customer community URL to each customer user. Upon user creation, a login email can be sent automatically.
The max page width of the portal may need to be increased to support the new LWC components. This can be adjusted in the Experience builder under Theme → Theme Settings.
Create a new page and add the Lane Preference Manager component to allow Carriers to create Lane Preferences.