In this article, you will learn how to add and manage a Courier client in your organization and how to view their orders and order details. As a courier, you can invite your Clients to connect with your Onfleet organization so they can enter and send orders to your Onfleet organization.
Any orders a client creates will be assigned to your organization to be completed, and you can view the orders on your dashboard.
This article will cover:
- Creating a Client
- Inviting a Client
- Updating a Client
- Deleting a Client
- Accepted Invitation
- Automatically Assign Client Orders to Team
Creating a Client
To create a client in your Courier organization, you can log into your account and select "Courier" from the left sidebar, and then select "Clients. In the "Clients" view, select the "+ Invite Client" button.
Note: If you don’t see the “Courier” page as an option, please contact sales to let them know you are a courier.
This will open the "Create client" form where you can enter their information.
Once you have created the client’s account, you can configure the rest of their settings, and they will stay "Pending" until invited.
Inviting a Client
Once you have configured all of the client’s settings, you can invite them to access the portal.
Once the invitation has been accepted by your client, they can login and start creating orders.
Updating a Client
If you wish to update your client’s Organization Name or Email, click the edit icon.
If you update the organization’s email address, your client will need to confirm it before the change is active. If clients need to update their login email, they must do so in their portal.
Deleting a Client
You can delete clients by clicking the trash can icon. Once a client is deleted, they cannot log in; however, their order data is still preserved in your account.
Accepted Invitation
Once your client has created their client organization via the email invitation, they will be able to log into the Client Portal. Your client can now create and view order details:
The client's dashboard will have a table view of the tasks, the ability to create custom notifications, and to customize the tracking page for their tasks.
Note: Each order a Client creates will result in a linked pickup and dropoff task in your Onfleet organization in an “Unassigned” state. Learn more about linked tasks here.
Automatically Assign Client Orders to Team
Once you have a Client profile created, you can opt to automatically assign any orders created to a specific team on your dashboard.
To do this, select the client on your dashboard and then click the pencil icon to edit.
Once in the client profile, enable the "Automatically assign orders for this client to a team" and then select the team you would like the orders to automatically be assigned to in the drop-down menu.