Linked Organizations for Portal – Overview

The Linked Organizations for Portal feature, available within an Organization profile, enables enhanced visibility and access control for customer portal users. When utilized, this feature allows a designated portal administrator to view all loads across multiple linked organization profiles directly within their customer portal.

Use Case Example

For organizations operating multiple facilities—such as warehouses—this feature provides a consolidated view. For instance, if there are three warehouse profiles linked together, the portal administrator can access and monitor all associated loads across those warehouses from a single admin portal login.

Granular Access for Individual Users

While administrators benefit from broader visibility, individual portal users are granted access based on their assigned organization profile. These users will only see loads tied to the specific location they are associated with. This ensures that employee-level access remains restricted and aligned with their role or assigned site, maintaining appropriate data visibility and security.

Benefits

• Centralized visibility for admin users across multiple locations.
• Controlled access for individual employees, ensuring only relevant data is displayed.
• Flexible permissions that support both operational oversight and data confidentiality.

This functionality supports streamlined logistics management and improves operational transparency without compromising role-based access controls.