Customer Users

Customer Users are external logins for your customers — for example, so they can place their own orders, see their order history, or track their deliveries through a self-service portal. They are separate from internal Zendera users.

A customer user always belongs to a specific Customer (and optionally a Department) and only sees data for that customer.

How to open Customer Users

Open Administration → Customer Users in the left sidebar.

What customer users can see and do

The exact permission set depends on your portal configuration, but typically a customer user can:

• View their own orders and statuses.
• Open the public tracking page for any of their orders.
• Download proof of delivery (signature, photos).
• (Optional) Create new orders themselves.
• (Optional) Book route-scheduling intervals.

They cannot:

• See orders for other customers.
• Edit master data (drivers, vehicles, products, locations).
• Access Administration.

How to invite a customer user

1. Open Administration → Customer Users.
2. Click Invite customer user.
3. Fill in:
   • Email.
   • Customer — which customer they belong to.
   • Department (optional) — restricts them to one department.
   • Role / permissions — what the portal lets them do (varies by your portal setup).
4. Send.

The customer gets an email with a sign-up link. They set their own password.

You can also invite from Customers → [customer] → Invite to portal if that option is enabled in your plan.

How to manage customer users

From the list:

• Resend invitation — for invites that haven’t been accepted.
• Revoke invitation — invalidates the sign-up link.
• Deactivate — blocks an active customer user from signing in (preserves history).
• Change permissions — open the user, edit role/permissions, save.

How customers self-sign-up

If your org has self-sign-up enabled, customers can register at https://app.zenderatms.com/signup. They typically need an existing customer record with their email on it before they can complete sign-up.

What’s next

• For the customer master records, see Customers.
• For the public tracking link customers see (no login required), see Order Control → tracking.
• For internal Zendera users (your own staff), see Users.