The Client Portal is a powerful tool for your clients to track shipments, view documents, and stay informed without needing to call or email you for updates. Granting them access is a straightforward process handled within the system's Client Management Module.

Let's get started!

Step 1: Navigate to the Client Management Module

• Log in to CobraCore. https://app2.cobracoresoftware.com
• In the main menu (at the top of the page) locate and click on the Accounting > Client Module. This is where you manage all your client accounts.

Step 2: Search for the Client Account

• Within the Client Management module, type the name of the client on the top right search box.
• Scroll through the search results, and click on the specific client you wish to grant portal access to.

Step 3: Grant access to the Portal

• On the client's profile page, look for a tab (at the bottom of the page) called Portal Access. This is where you'll create the user account for your client's representative.
• Click on this tab to proceed.
• To create a new Portal User, click on the Add button.
• A new form will open, prompting you to enter the client's representative's information.
• Fill in the required details:
  1. First and Last Name: The full name of the contact person.
  2. Email: This is crucial. This email will be used as their login ID and where they'll receive their portal invitation.
  3. Click the Save button. Once the user is created, you will see their newly created Account ID, Status and the Sign in URL address where your clients will login.

Step 4: Configure Permissions and Access Levels

• This is a critical step to ensure your client can access their transactions and photographic records.
• Click on the Send Invitation Email button. This will generate and send an email to your client providing them a welcome greeting and requesting for them to generate their initial password.
• Block/Revoke Access to the Portal. To revoke access of a specific user, click on the Block User button.
• Document and Transaction Access: Now that you created a Portal user for your client, the next step is to Publish Transactions and Uploads (Photos and Documents).
  Follow the next steps:
  1. When creating a new Transaction, click on the Publish checkboxes at the top-right corner of the page.
  2. Select each option, if you wish to publish (i.e. share with your client) Photographic Records or Documents.
  3. Click the Save button on the top menu to save your transaction and publish to the client Portal. At any moment that you wish to publish a transaction to the Portal, just follow the previous steps. If you wish to Un-Publish a Transaction, just deselect the Publish options and Save the transaction.
  4. That's it, your client can now view this Transaction in the Portal.

Step 5: Follow Up with your Client

• It's a good practice to notify your client that you have sent them an invitation to the portal.
• Briefly explain what they can do on the portal (e.g., "You can now log in to view all your past and present shipments, download invoices, view photographic records, etc..").
• Offer to assist them if they have any trouble logging in.

By following these steps, you can securely and efficiently provide your clients with self-service access to their information, reducing your administrative workload and improving their experience. For more detailed information, please consult the full CobraCore User’s Manual.

Thank you,
The CobraCore Support Team