Customer Portal User Guide¶
This guide covers the full customer workflow in TAFFA, from access and onboarding to shipment visibility, document work, invoices, and support.
What You Can Do in Customer Portal¶
- sign in with your customer account and complete profile/security setup
- self-register as a customer or complete CFA onboarding via email actions
- discover and verify companies before engaging
- track linked shipments and shipment milestones
- upload and manage customer-facing documents
- review contracts and upload signed copies
- view invoices and complete payments
- message service providers and receive real-time updates
- manage alerts and support tickets
- rate CFA-delivered services and raise complaints
Functional Map¶
| Area | Route | Core actions |
|---|---|---|
| Access & onboarding | /, /register |
sign in, self registration, CFA onboarding completion, back-to-home |
| Dashboard | / |
quick actions, activity summary, unread notifications |
| Search companies | /search |
directory search, filters, detailed company view |
| Track shipment | /track-shipment |
tracking lookup, linked shipments, timeline, shipment docs |
| Services & feedback | /feedback |
ratings, complaints, ratings history, complaints history |
| Documents | /documents |
search/filter docs, upload, bulk upload, version history |
| Contracts | /contracts |
status filter, signature flow, in-app sign, signed copy upload |
| Invoices | /invoices |
status filtering, single pay, bulk pay, receipts |
| Messages | /messages |
realtime chat, compose new message, unread state |
| Notifications | /notifications |
unread/all filter, mark read, delete, deep-link actions |
| Support | /support |
FAQs, create ticket, ticket chat, ticket follow-up |
| Profile & security | /profile |
profile edits, preferences, 2FA, passkeys, sessions |
Screenshot Legend¶
All annotated screenshots in this guide use the same numbered markers:
- sidebar navigation
- header controls
- current workspace
- page-specific focus area