This article will explain the meaning of the menu items and some of the terms used in the main Settings menu in Portal. It is written as a glossary with links to more detailed articles. Please note that not all menu items are available to all users - it depends on your access level.
Click on the menu items below to read more about each item:
- USER ACCOUNTS
- Customer Users
- Visitor Accounts - STORAGE MANAGEMENT
- Data Storage - CARRIER SETTINGS
- Client Track & Trace - CARRIER PERFORMANCE
- Carrier Performance Configuration - SHIPMENT STATUS
- Event register - CUSTOMIZATIONS
- Shipment Viewer Profile
- Public T&T URL
- Themes configuration - API Configuration
- Clients
The Settings menu is accessed by clicking on your username in the top right corner and then choosing Settings. The Settings menu will now be visible on the left side.
USER ACCOUNTS
Customer User
On this page, you can manage all Customer Users linked to your installation. The users on the list are people who have access to login to Portal. Users can have different access levels which can restrict the functionality and the data they have access to.
Read more in this article: Understanding user types and roles
Admin/Owner
The user is an admin or an owner and can manage other users. Owners and admins can create new users, and edit or delete existing users.
Read more in this article: Understanding user types and roles
Visitor role
If marked 'Yes', this user has visiting rights on another installation. This means someone from another company has granted them access to their data. The access can be restricted to a list of locations and actors.
Read more about the different user types and roles here.
Visitor Accounts
In this section, you have an overview of all the users you have granted visitor rights to your installation.
Read more in this article: Granting visitor access to your Portal
STORAGE MANAGEMENT - Data storage
In this section, you can manage your data in Portal. Anonymize or delete data and get an overview of the data you have in Portal/DeliveryHub.
Further reading:
Anonymization of Shipment Data
CARRIER SETTINGS - Client Track & Trace
In this section, you can enter specific customer information that may be required by each carrier to use their tracking links. Some carriers have a customer number and a username/ password that is a part of their tracking solution.
CARRIER PERFORMANCE - Carrier Performance Configuration
In this section, you can configure the Carrier Performance feature. It provides a quick overview of all deliveries and you can compare carriers and products and how they perform.
Read more about Carrier Performance in these articles:
SHIPMENT STATUS - Event register
In this section, you can create and manage events.
Events
Events can represent a milestone in the delivery process or extra information. The event name will be visible in the tracking log for the specific shipment. Examples of events could be: "Loaded on truck", "Out for Delivery", "Ready for pickup", "Received returns", and "Damaged goods". The event is also linked to a shipment status which will explain what type of event it is.
Shipment Status
Delivered - Some events are used when the shipments are in progress and some events indicate the end of the journey, like "Delivered". Once a shipment has received a closing event, it is not possible to open it again. It has completed the delivery of the shipment.
In progress - An event defined as "In progress" means that the shipment is moving or that it is ready for pickup. Example events: "Ready for pickup", "Delivered at warehouse".
Out for delivery - Some events mean that the shipment is being processed for delivery. Examples are "Loaded to truck", "Out for delivery", and "Scanned to delivery vehicle".
Carrier exception - Some events are used when tracking carrier exceptions like "Failed to deliver", "Delivered late", "Lost shipment or package", etc.
Exception - Some events are used for tracking exceptions like "Damaged" or other statuses you would like to track.
Info - Example of events where Info is used as shipment status: "Customs Clearance OK" or "EPOD available". By using info as status type, events will be shown on the info tab in the tracking history for a shipment. Visible both for logged-in users and for anonymous search in Portal.
SLA Status
A sender may want to measure the delivery time for a carrier. DeliveryHub can be configured to calculate the acceptable delivery window for a shipment. If the event is set as "Closed" for SLA status, it means that the carrier has fulfilled his task of delivering the shipment and this is compared with the delivery window.
There is a difference between the Shipment Status "Delivered" and the SLA Status "Closed". The Shipment Status "Delivered" means that the shipment is delivered to the receiver. An example of an event with the SLA status "Closed" could be that the carrier has delivered the shipment to a pickup store, but it has not yet been picked up by the receiver. The carrier has fulfilled their job, but the shipment status is still "In progress".
Private
Some events may be of internal value to the sender but confusing for the receiver. If you mark an event as private, you must log in to Portal to see the event. These events are not shown on an anonymous shipment search or URL sent to a receiver. An example could be "Delayed at warehouse" or "Item replaced"
Custom code 1
This is a generic code that can be connected to the event. This can then be used when using services like Portal data export to export data back to other systems like ERP, WMS, etc.
Custom code 2
This is a generic code that can be connected to the event. This can then be used when using services like Portal data export to export data back to other systems like ERP, WMS, etc.
Code
This is a mandatory generic code that will be connected to the event. This code can then be used in the platform as a unique identifier for the event. Once this has been added it cannot be changed. The code must be unique within your Portal configuration.
CUSTOMIZATIONS
Shipment Viewer Profile
In this section, you can customize how you want to display shipments to your customers. A Shipment Viewer Profile determines the layout and content of the Shipment View which is the page containing all shipment details in Portal. For instance, if you are selling different brands, you can differentiate the tracking links you provide to your customers by creating multiple Shipment Viewer Profiles. The customer will then see exactly the shipment details you want them to see.
This feature is available for Owners and Admins.
Read more in this article: Creating Shipment Viewer Profiles and public tracking URLs
Public T&T URL
Create and send tracking links to your customers so they can follow the journey of their parcel. To create a public tracking URL, you need at least one Shipment Viewer Profile. When your customer clicks the tracking link, they will see the shipment with the items you configured when creating the Shipment Viewer profile.
Read more in this article: Creating Shipment Viewer Profiles and public tracking URLs
Themes configuration
Themes allow you to customize your own color scheme and add your own logo to Portal. Using the themes configuration page, you can customize the look and feel of your Portal, so it matches your company colors.
Read more in this article: Make your own Portal theme
API CONFIGURATION - Clients
This is needed for the creating and management of tokens needed to use the API in Portal. This menu item is only available for users with an "Owner" profile.
Read more in this article: API configuration setup
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