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Shareable Boards for Customers & Partners

What is Shareable Boards for Customers & Partners?

Shareable Boards for Customers & Partners in TMS.ai lets you create customized, live views of order and shipment data and share them with external users like customers, carriers, or partners through secure links. External users see only the information you choose to show them, filtered automatically by their relationship to the data, giving them real-time visibility without requiring TMS.ai login credentials or access to your full system.

This feature replaces the old model of emailing spreadsheets or fielding constant status calls. You build a board showing exactly the data customers or partners need (order status, delivery ETAs, POD collection status, pending pickups, or whatever matters for that relationship). Security filters ensure each external user sees only their own related records automatically. You share the board link via email, and they open it to see live operational data that updates automatically as your team works in TMS.ai. No more manual status reports, no more outdated spreadsheets, no more information requests clogging your phone lines.

How Shareable Boards for Customers & Partners works:

  1. Build a customer-facing board: In TMS.ai, navigate to Boards and create a new board. Select the data objects customers need to see (typically Orders, showing status, location, ETA, and delivery information).
  2. Apply relationship filters: Use the builder to add filters that automatically restrict the board to relevant records. For customer boards, filter so each customer sees only orders where they're listed as the customer.
  3. Choose visible fields: Review every field in the board view and decide which ones external users should see. Show information like order status, pickup/delivery locations, ETAs, and tracking details. Hide internal fields like costs, carrier rates, or margin data.
  4. Configure external security: Navigate to the "External" tab in the board configuration. Set security rules that automatically filter data based on who's accessing the board (customers see their orders, carriers see their assigned loads).
  5. Arrange the view for customers: Organize widgets and information panels in the order that makes sense for external users. Put the most important information (current status, delivery ETA) at the top where it's immediately visible.
  6. Generate the shareable link: Once the board is configured with appropriate filters, fields, and security settings, generate a unique shareable link for the board.
  7. Share links with customers: Send the board link to your customers via email. Explain that the link provides real-time visibility into their shipments and they can bookmark it for ongoing access.
  8. Customers access live data: When customers open the link, they see the filtered board view showing only their orders with current status and location information. The board updates automatically as your team updates orders in TMS.ai.
  9. Status updates appear automatically: When drivers report pickups, update ETAs, or mark deliveries complete, these changes flow into the shared board immediately. Customers see current information without calling for updates.
  10. Create multiple board versions: Build different board configurations for different customer types. High-volume customers might see detailed status fields, while occasional customers get a simpler view focused on delivery timing.

What it means for you:

Your phone stops ringing with "where's my load?" calls because customers have direct access to real-time information. The shift from reactive (answering questions) to proactive (providing visibility) changes the entire customer relationship. Customers feel more in control because they can check status whenever they want instead of waiting for your team to be available.

The operational savings compound quickly. Your customer service team reclaims hours previously spent fielding status calls and can focus on exception handling and relationship building. The accuracy improves too because customers see the same data your team sees, eliminating miscommunication from phone tag or outdated email updates. Customers who track their own shipments through shared boards report feeling more confident in your service, and many teams see 40-75% reductions in inbound calls after deploying this feature. Your team delivers transparency without creating extra work, and the automatic security filtering means you're sharing confidently.