The Customer Dashboard is a space where your customers can log into eLogii and view (and even import) all Tasks related to them.
The Customers tab first needs to be enabled, and a customer entity needs to be created for each customer you wish to have login access to the Customer Dashboard. To enable the Customer entity, navigate to Configuration ⇒ Dashboard settings ⇒ General settings and enable Enable management of customers and their locations.
After enabling the Customer tab, you need to create both the customers and their locations within eLogii and specify their access credentials for them to have access to the Customer Dashboard. You can follow our guide on importing customers through CSV. You can also create them manually or import them through the API.
Creating Customer login accounts
To set up a Customer Dashboard account, a customer must first exist in eLogii.
When importing customers by CSV or API, you can include login credentials in the initial upload by completing the fields for first name, last name, login email, and password. The required field names can be referenced here.
If credentials need to be added after the original import, you can update those same fields later and link them to an existing customer using a unique identifier, including the UID, externalID, or reference field.
Credentials can also be added manually by selecting the customer profile and navigating to the Dashboard section. In this section, the login credentials for the dashboard can be specified.
Suspending customer dashboard users
There is a customer dashboard suspension toggle in case you need to revoke access from the Customer dashboard. The toggle can be found in Customers ⇒ Customer profile ⇒ Dashboard.
To grant access to the customer dashboard again, the toggle needs to be switched off.
Dashboard configuration options
The various options for the Customer Dashboard make it possible to individually customize the actions you enable your customers to take in their accounts, which will override the parameters previously set in the Configuration applied to them.
For individual customer overrides, you can selectively enable CSV-based task uploads directly from the customer profile. For example, activating Enable Task CSV Import for a specific customer grants only that customer permission to submit tasks via CSV, while all others remain unaffected. When enabled, this setting takes precedence over the global Customer Dashboard configuration, functioning as a tailored exception without altering the platform-wide rules.
Customizing the entire customer experience of the dashboard can be done in Configuration ⇒ Customer Dashboard.
There are multiple actions you can enable for them, and they are as follows:
For Task Import/Export:
Enable adding new tasks- this allows them to create pickup/deliveries that need to be performed on your end
Enable task CSV import - allows them to bulk-import tasks via a CSV file so that they don't have to create them individually via the Task form
Enable task CSV export - allows customers to export their Tasks
For Task cancellation:
Task cancellation - configures up to 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 cancelled anytime before Task execution has begun) and Enabled until the day of the Task (Tasks can be cancelled anytime before 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 several 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 location 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.
Please keep in mind that if you Enable Task CSV import for your Customers, they won't be able to see which Zone the Tasks fall 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 internal operation assets.
Task Display Information and other Dashboard options
Customizing what the customer can see for their Task, or deciding which options to include/exclude from the Dashboard, can be done in Configuration ⇒ Customer Dashboard.
Here you can enable multiple data fields to be displayed, such as:
Task UID
Task Reference
Task Items
Custom Data Fields
Task History
You can also configure how the ETA will be displayed to your customers by adding a customized message to be shown, hiding it completely, or selecting an approximate time range to be displayed instead of the specific time of arrival.
How can customers access and use the dashboard?
The same URL is used for Dashboard logins; however, the Customer's view is limited to only seeing their Tasks and performing only the actions enabled for them. They should use the credentials provided to them (the email and password configured for their customer dashboard account).
After logging in, they can access the Daily overview, as well as access any future/past tasks from the Task section and review Tasks for multiple days at the same time.
