Customer portal¶

The customer portal is a separate, self-service web app for your customers' own staff — not depot staff — to check on their containers and gate activity without calling or emailing the depot. It has its own login, separate from the staff CDMS login, and is scoped so a customer contact only ever sees their own company's data.

Before you start¶

Portal Users setup — a depot administrator must invite a customer contact before they can sign in; there is no self-registration.
Customer–shipping line authorization — inventory shown in the portal reflects containers moving under the customer's own authorised shipping lines.

Walkthrough¶

Getting access¶

A customer contact cannot sign themselves up. A depot admin goes to Settings → Portal Users and clicks Invite Portal Contact, choosing:

Scope — Customer (vs. Shipping Line, which is the other portal audience).
Customer — which customer organisation this contact belongs to.
Full Name, Email, optional Phone.
Portal Role — Member, or Admin (an org-scoped admin who may invite colleagues within their own organisation).

The invited contact receives an email to accept the invite and set a password. Portal authentication is entirely separate from staff login — a portal user cannot log into the staff CDMS application and vice versa, and the portal has its own /portal/login URL along with its own forgot-password / reset-password flows.

Dashboard¶

After logging in, the customer lands on their Dashboard, showing at-a-glance tiles:

Containers in depot
Storage accrued (to date)
Free days expiring (7d) — highlighted when greater than zero
Outstanding balance
Oldest container — its dwell time and container number

Inventory¶

The Inventory page lists every container the customer currently has in the depot, with a container count, and — on desktop — a sortable-by-click table (Container, Type, Grade, Condition, Gate In date, Dwell, Zone); on mobile the same data renders as cards. Clicking any row/card opens a detail panel with ISO size/type, grade, condition, gate-in date, dwell days, status, zone, and (customer-scope only) Storage accrued and Free days remaining. An Export CSV button downloads the full filtered list.

Gate Activity¶

The Gate Activity page shows the customer's paired gate-in/gate-out history. Filters:

Movement — Both (combined), Gate In only, or Gate Out only.
Date/time range — a From and To date, each with an optional time (read as your own browser's local time, since this is the viewer's own frame of reference, not the depot's).

Each row shows the container, movement direction, gate pass number, date/time, condition at gate, truck/driver, and any custom meta fields the depot has configured to appear here. A container still in the depot (gated in but not yet out) is flagged "Still in depot." Every row with attached photos shows a thumbnail count you can click to open a lightbox. Each row also has an EIR button to download that gate pass's Equipment Interchange Receipt, and an Export CSV button downloads the full filtered activity list.

Not yet available¶

The portal navigation lists three more items that are visible but currently show a "Coming Soon" placeholder — they are not implemented yet:

Invoices — "Your invoices, statement and account balance will be available here soon."
D&D — "Free days remaining and demurrage & detention forecasts per container will be available here soon."
Release Requests — "Requesting a container release straight from the portal will be available here soon."

Don't promise these to a customer yet

If a customer asks about viewing invoices, tracking D&D exposure, or requesting a release through the portal, the honest answer today is: not yet. Direct them to the depot's normal channels (phone/email, or the staff-facing Invoices screen operated by depot staff) for those needs in the meantime.

Shipping-line portal — the equivalent experience for shipping line contacts.
Invoices — the staff-side screen that currently owns invoice visibility until the portal's own Invoices page ships.
Gate operations — how the gate activity shown here is recorded.

Who can access this¶

Scope: Customer. Only a portal user invited with Scope = Customer sees this navigation; a Shipping Line-scope user never sees Inventory, Invoices, D&D, or Release Requests — they get the shipping-line portal instead. Within the Customer scope, both Member and Admin portal roles see the same pages; only Admin can additionally invite colleagues within their own organisation.