Customers and requests: invitations and approval

With the Customers screen, customer companies can request deliveries on their own, without phone calls or spreadsheets. You send an invitation link; the customer creates an account and enters the delivery; the request waits in a queue and only reaches the map after someone in operations approves it.

Where it is

Top menu Customers, or on the map Operations → Customers and requests. For administrators and operators.

Step by step: invite a customer

1. Under Create registration link, fill in the Label (①), so you can recognise the invitation later.
2. Set Valid days and Allowed uses (②). E.g. 14 days and 1 use.
3. Click Create secure link (③). “Link ready to copy” appears.
4. Copy the link and send it to the customer. The full link is shown only at that moment.

The Customer base (④) lists registered companies, the contact person and how many requests each sent.

Step by step: review a request

1. In the Operations queue, filter by All, Pending or Approved (⑤).
2. Open the request card (⑥): status (Waiting), reference, recipient, company, address, requested date, time window and note.
3. Choose the Target batch and, if you like, write a Review note.
4. Click Approve and add (the request becomes a delivery of that batch and appears on the map) or Reject. “Review saved.” appears.

Common mistakes

• The customer says the link does not work: it expired or reached its usage limit (“This invite is invalid, expired, or has reached its usage limit.”). Create a new one.
• I lost the link before sending it: for security it is not shown again. Create another.
• Invitations do not open outside the company: check the system's Public URL under Team → Email and reminders.

Related questions

• Customer portal: requesting deliveries
• How to invite a customer and approve the first request
• Team: drivers, users and email