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Customer PortalCustomer Portal Overview

Customer Portal Overview

The Borderbolt Customer Portal is a self-service interface that allows your customers to interact with their customs declarations, create drafts, and manage their logistics documents without requiring direct access to the main Borderbolt application.

What is the Customer Portal?

The Customer Portal provides a simplified, customer-facing interface where your clients can:

  • View their submitted declarations and track status in real-time
  • Create and manage draft declarations
  • Upload and manage supporting documents
  • Import declarations via CSV/Excel files
  • Submit documents for AI-powered data extraction
  • Manage their user accounts and team members

Key Features

Declaration Management

Customers can view all their declarations with comprehensive filtering and search capabilities. Each declaration shows:

  • Current status with visual indicators
  • MRN (Movement Reference Number) and LRN (Local Reference Number)
  • Declaration timeline with all status changes
  • Associated documents (invoices, packing lists, certificates)
  • Generated customs documents (SAD, UTB)

Draft Creation

The portal allows customers to create draft declarations that are submitted to you (the customs broker) for review and finalization. This streamlines the data collection process and reduces back-and-forth communication.

Document Management

Upload and attach supporting documents to declarations:

  • Invoices
  • Packing lists
  • Bills of lading
  • Certificates of origin
  • Health certificates
  • And more logistics document types

File Import

Bulk import declarations from CSV or Excel files using customizable mapping templates. Perfect for customers with ERP systems or regular shipments.

AI Import

Upload PDF documents (invoices, packing lists) and let Claude AI extract declaration data automatically. Customers can review and correct the extracted data before submitting.

Portal Authentication

The Customer Portal has its own authentication system, separate from the main Borderbolt application:

  • Email/Password Login: Standard authentication with password requirements
  • Two-Factor Authentication (2FA): Optional OTP-based 2FA for enhanced security
  • WebAuthn/Passkeys: Support for passwordless authentication using biometrics or security keys
  • Password Reset: Self-service password recovery via email

Portal users are managed separately from your internal Borderbolt users, ensuring proper access control and security boundaries.

Portal Branding

You can customize the portal to match your brand:

  • Custom Logo: Upload your company logo to appear in the portal header
  • Custom Domain: Host the portal on your own domain (e.g., portal.yourcustomscompany.com)
  • Company Information: Display your contact details and support information

Branding settings are configured in Settings > Customer Portal Settings in the main Borderbolt application.

Portal Access Levels

There are two types of portal customers:

  1. Regular Customers: Individual shippers/importers who manage their own declarations
  2. Freight Forwarders: Customers who manage declarations for multiple underlying clients (using the “My Customers” feature)

Freight forwarders can switch between customer profiles within the portal, making it easy to manage declarations for all their clients from a single account.

Getting Started

To enable the Customer Portal for your customers:

  1. Navigate to Settings > Customer Portal Settings
  2. Enable the portal and configure branding options
  3. Create customer accounts in Customers > Portal Users
  4. Send login credentials to your customers
  5. Customers can log in at your portal URL

Next Steps

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Documents APIPortal Declarations