Company Portal User Guide

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This guide covers the full company workspace in TCAMS, including onboarding, TANCIS declarations, declaration invoices, compliance, finance, and team operations.

The image above shows the Company Portal landing page as it appeared on 15 July 2026. Authenticated workflow images elsewhere in the guide are annotated training captures; labels and available actions can vary with account permissions and tenant configuration.

What Company Users Can Do

• register and onboard a company workspace
• review TANCIS declarations and the declared-load quantities received for the company
• view, download, share, and pay automatically generated declaration invoices
• 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
TANCIS declarations	/declarations	declaration register, declared load, lifecycle, invoices
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: declaration visibility, documents, training, and 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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