How to create a free Viewing Account ("Customer portal")
Make sharing files easier for your customers and partners, make your collaboration more efficient and fun!
There are many ways that you can share your Cargosnap files with your colleagues and customers (see this article). Sharing files can be absolutely convenient and beneficial for you, and from your stakeholder's side, they can view all your shared files from their email inbox, or download them as a zip.
However, with the regular emails going on and piling up, things can get a bit inconvenient for your external stakeholders... Why?
Imagine if they have to look for a certain picture with a reference or a date of a file, they have to go through the long email list, search from the inbox filter (which as we know - is not always accurate and fast); or they have to check their own files and folders on the PC, which they might already have renamed it... Maybe after all this effort, they still couldn't find the exact one they need and have to reach out to you again... 😓
Not fun, right?
Well... Now let me introduce you to a Cargosnap feature that can avoid all the fuss, and make the long-term relationship between you and your stakeholders more fun and efficient:
Suggest them to create a Free Viewing Account!
By doing this, your external stakeholders can get access the history of the files you've shared on their own viewing account on cargosnap.com, 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:
-
They can freely view, search, filter, and sort all (and only) the files you selected and shared with them
-
The snaps and videos stay in the same high-quality
-
This does not take any storage in their email inbox or PC
-
New shares automatically appear in their Cargosnap viewing account
-
After being able to get all data in one place, they can now disable the notification for emails
This is how a free viewing account looks:
How to create a Free viewing account
It is pretty easy to create a free viewing account. When you share a file with your external stakeholders, it looks like this in their email:

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:
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.
⚠️ Attention! There is a difference between the "viewer" role and a "viewing account."
- 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).
- A viewing account, on the other hand, is created exclusively by external stakeholders, allowing for smarter, more organized, and efficient file sharing. With it, they can only view the files you chose to share.