There are many ways that you can easily share your Cargosnap files with your colleagues and customers (see this article).
However, with the regular share-emails going on and piling up, things can get a bit inconvenient for your external stakeholders... Not fun, right?
Suggest them to create a "Customer Portal" for free
By doing this, your external stakeholders can get access to the files you've shared in their own account (no additional costs). By logging in with their e-mail and password, keeping all the data secured and only available according to your Shares. This account can empower them greatly as:
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They can freely view, search, filter, and sort all (and only) the files you selected and shared with them
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The snaps and videos stay in the same high-quality
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This does not take any storage in their email inbox or PC
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New shares automatically appear in their Cargosnap viewing account
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After being able to get all data in one place, they can now disable the notification for emails.
This is how a Customer Portal account looks:
The Customer Portal account simply has one page with Incoming Shares.
How to create a Customer Portal account
It is very easy to let your customer create a Customer Portal account.
Step 1: Share a file with the customer
When you share a file with your customer, it looks like this in their email:
Step 2: The customer opens the file and registers with a customer portal
You can guide your stakeholder to click the "Go to dashboard" button; to view the shared file, they will see the following screen where they can register for free:
Step 3: The customer activates the Customer Portal account
After clicking on "Get access" all they need to do is activate it through the link received by email—and that’s it! Everything is now much simpler and more efficient for both of you.
The above steps is the only way to create a Customer Portal account.
⚠️ Attention! There is a difference between the "Viewer" user role and a "Customer Portal".
- The "viewer" role is a type of profile you can add to your platform so internal team members can access files and forms according to their permissions (see this article). They will have access to all your files and not only the files that you shared. ⚠️
- A "customer portal" account, on the other hand, is created exclusively for customers (external stakeholders), allowing for smarter, more organized, and efficient file sharing. With it, they can only view the files you chose to share.