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Invited portal: what do your guests see on their Dashdoc portal?
Invited portal: what do your guests see on their Dashdoc portal?

On Dashdoc you can invite your transport partners to collaborate on their invited portal: but what do they have access to?

Support Dashdoc avatar
Written by Support Dashdoc
Updated over 10 months ago

Why invite your partners?

📝 Transport information is centralised

📵 Communication is streamlined

🕒 Everyone gains time, visibility and agility in the monitoring and execution of their logistics and transport

In just a few clicks, you can offer real added value to your customers and partners !

What types of invited portals are there in Dashdoc ?

There are 3 types of invited profiles:

  • The invited portal for your shippers

  • The invited portal for your transport partners

  • The invited portal for loading and/or delivery sites

So what do your guests on Dashdoc have access to? What do they see?

To know how to invite your partners: Click here

🤝 I invite a shipper, what do they see on their invited account ?

Your shipper has access to the invited portal:

  • Follow-up on the execution of the transports (they can follow the evolution of the progress status thanks to the list view)

  • Information on the carrier

    NB: if you charter the transport to another partner, the principal will not see the name of the carrier to whom you have subcontracted (the information will nevertheless remain available in the consignment note according to the regulations in force)

  • The invoiced price (read only)

  • The references: principal, carrier and pick-up and delivery addresses

  • Operating instructions

  • Plate numbers

  • Tracking contacts

  • Loading and unloading addresses

  • Details of the goods

  • Arrival/departure times from site

  • Weights & information reported by the transport actors (reserves,...)

  • The e-cmr and all documents associated with the transport to which you give access (weighing slips, delivery notes, invoices, photos, etc.)

  • Calculation of the CO2 emissions generated by the transport

  • If you have the telematics connection and the ETA module, your customers will be able to access the estimated arrival times.

Thanks to the site planning module, you can give them access to a schedule that allows them to visualize and anticipate incoming and outgoing flows in order to manage their activity.

What the invited shipper does not see:

  • The telematic traces of your trucks

  • The name of the driver (it remains available on the consignment note)

  • Private instructions to your drivers

  • The information concerning the charterer you have requested in the case of subcontracting (except for the name of the subcontracted carrier, which will be mentioned on the consignment note in accordance with the regulations in force)

What an invited shipper can do on Dashdoc :

  • Create orders in Dashdoc with the inviting carrier

  • Export documents and common transport order information

  • Retrieve certain information via API

  • Track transport orders in real time

Build customer loyalty, visibility and agility by inviting them to Dashdoc!

To know how to invite your partners: Click here

Help your invited shipper on his first steps on Dashdoc: Click here


🚛 I invite a partner carrier, what do they see on their invited account ?

Your carrier has access on his invited portal to :

  • Planning and monitoring of transport operations via the list view, but also via a driver/vehicle schedule

  • Information on the shipper

    NB: if you charter the transport received by your shipper, the invited carrier will not see the name of the shipper of your initial order but your name in the shipper information

  • The agreed upon price (read only)

  • References: shipper, carrier and pick-up and delivery addresses

  • Operating instructions

  • Follow-up contacts

  • Collection and delivery addresses

  • Details of the goods

  • Weights & information reported by the transport actors (observations, etc.)

  • The e-cmr and all the documents to which you give it access (e-cmr, weight notes, photos, etc.)

  • Arrival/departure times from the site

  • Calculation of Co2 emissions

The carrier can also connect his telematics to share ETA data with you.

He can also have access to the mobile application for his drivers depending on the module subscribed.

What the invited carrier does not see :

  • In the case of a subcontracting of a parent order: the carrier will not see the name of the original shipper of your order but your name because you are his shipper.

  • Private information for drivers: you cannot communicate directly with one of your carrier's drivers. If you wish to transmit information, the field: "instructions for operation" is made for you.

What an invited carrier can do on Dashdoc :

  • Accept / refuse your orders

  • Plan your missions to his drivers & vehicles

  • Connect his telematics to give you visibility on the follow-up of execution

  • Use the useful statuses for pre-invoicing

  • Easily check your orders before sending them for pre-invoicing

  • Make exports

  • Enter a carrier reference in the transport details

If your carrier wishes to invoice in Dashdoc he can subscribe to the dedicated module

Collaborate with your carriers in a smooth, transparent and time-saving way by inviting them to Dashdoc !

To know how to invite your partners: Click here

Accompany your invited partner carrier on its first steps on Dashdoc : Click here


⛳ I invite a pick-up and/or delivery site, what do they see on their invited account ?

The pick-up and/or delivery site that you have invited has access to :

  • Follow-up on the execution of the transports (they can follow the evolution of the progress status thanks to the list view)

  • Information on the carrier

    NB: if you charter the transport to another partner, the site will not see the name of the carrier to whom you have subcontracted (the information will nevertheless remain available in the consignment note according to the regulations in force)

  • The references: shipper, carrier and pick-up and delivery addresses

  • The plate numbers

  • Loading and delivery addresses

  • Details of the goods

  • Arrival/departure times from the site

  • Weights & information provided by transport operators (reservations, etc.)

  • The e-cmr and all documents associated with the transport to which you have given access (weight notes, photos, etc.)

  • The calculation of CO2 emissions generated by the transport

  • If you have the telematics connection on the transport and the ETA module, your invited site will have access to the estimated arrival times.

Thanks to the site planning module, you can give them access to a schedule that allows them to visualise and anticipate incoming and outgoing flows in order to manage their activity.

What the invited sites on Dashdoc do not see on their portal :

  • Agreed and invoiced prices (reserved for the shipper and the transport-related carrier)

  • Telematics traces of the truck

  • The name of the driver (it remains available on the consignment note)

What an invited pickup/delivery site can do on Dashdoc :

  • Organize its activity according to the transport information available in real time

  • Exports (documents or transport data)

  • Follow-up of the execution of the transports in progress

  • Have a compiled view of all the transports you work on together

Give visibility and agility to your pick-up and delivery partners by inviting them to Dashdoc !

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