Customer dashboard allows your customers to have partial access to your operations in a sense that they can schedule, track and manage their own tasks via their own dashboard.
Customizing the customer experience of the dashboard can be done in Configuration β Customer Dashboard.
There are multiple actions you can enable for them, and they are as follows:
For Task Import/Export:
Enable adding new tasks - which allows them to create pickup/deliveries they need performed on your end
Enable task CSV import - allows them to bulk-import tasks via CSV file so that they don't have to create them individually via task form
Enable task CSV export - allows customers to export their Tasks
For Task cancellation:
Task cancellation - configures up until which point the customer can cancel the task, this can also be completely disabled so that cancellation isn't an option. There are two options to choose from - Enabled until the Task is started (Tasks can be canceled anytime before Task execution has begun) and Enabled until the day of the Task (Tasks can be cancelled anytime before of the day of when Task execution has been set for)
For Scheduling and time-windows:
Enable scheduling for date range - if a customer is available to receive their package delivery for a number of days for example, they can specify this by selecting a date range rather than a fixed date
Enable setting task time-windows - allows the customer to set the time windows in which they want to receive their delivery
For Label printing and Location editing
Enable printing task labels - allows the customer to print the task label through the customer dashboard
Enable customer locations editing - allows the customer to edit their default location in the task form
For Displayed task information:
Hide ETA information - this option will hide the ETA information from the Delivery tracking page.
ETA Message - an ETA message which will appear on the Delivers tracking page instead of the ETA information.
Show Task UID - allows the customer to see the UIDs of their Tasks
Show task items - allows the customer to see Task items.
Show task custom data fields - allows the customer to have access to Task custom fields.
Show Task history - allows the Customer to have insight into the entire Task history
Code snippet - allows the customer to add custom html in JavaScript code that will be included in the tracking page.
To learn how to create an account for your customer so that they can use the customer dashboard, please refer to this article.
Please keep in mind that if you Enable Task CSV import for your Customers, It is not possible for them to see which Zone the Tasks falls under in the Task Description. This is because the Customer Dashboard is not aware of Zones, and consequently Customers are not able to manage them because Zones are considered as internal operation assets.
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