Company Portal User Guide

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This guide covers the full company workspace in TAFFA, including onboarding, declarations, cargo and shipment execution, compliance, finance, and team operations.

What Company Users Can Do

• register and onboard a company workspace
• manage declarations, cargos, shipments, and certification workflows
• onboard and link customers for operational collaboration
• manage contracts, invoices, and payments (role-permitted)
• manage users and company collaboration channels
• track notifications, support tickets, and training progress
• configure profile/security settings including passkeys

Functional Map

Area	Route	Core actions
Access & registration	/, /register	sign in, company registration, onboarding
Dashboard	/dashboard	operational KPIs, activity, quick navigation
Company profile	/profile	company details, preferences, security controls
Linked customers	/customers	onboard customers, link existing customers, launch contracts/invoices/messages actions
Cargos	/cargos	cargo list, create cargo, upload cargo, cargo details
Shipments	/shipments	create/edit shipment, details, consignment linkages
Single-use certificates	/single-use-certificates	SUC queue, detail review, lifecycle status
Certifications	/certifications	certification tracking and permit visibility
Users	/users	invite/manage users and role assignment
Contracts	/contracts	contract lifecycle and signature workflows
Invoices	/invoices	invoice visibility and settlement actions
Payments	/payments	payment records and status auditing
Messages	/messages	real-time communication and threaded chat
Notifications	/notifications	alerts, unread management, action routing
Support	/support	ticketing, escalation, live follow-up
Reports	/reports	analytics and operational reporting
Compliance scorecard	/compliance-scorecard	compliance trends and score indicators
Training	/training	courses, assignments, completion tracking

Role-Aware Visibility

Company portal hides or reveals modules by role so users see only permitted workflows.

Examples:

• COMPANY_USER: operational modules (shipments, cargos, declarations, messaging)
• COMPANY_ADMIN: user/admin controls, linked-customer onboarding, and broad workspace management
• COMPANY_FINANCE: invoices, payments, finance workflows
• COMPANY_AUDITOR: reports and audit-oriented views
• COMPANY_DISCIPLINARY: disciplinary/fines modules

Screenshot Legend

All annotated screenshots use the same numbered markers:

1. sidebar navigation
2. header controls
3. current workspace
4. page-specific focus area

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