Client Visibility Dashboard
Overview
The Client Visibility Dashboard gives 3PLs a powerful tool to strengthen client relationships by combining account management and direct visibility in one place. Instead of relying on client explanations when issues arise, administrators can log directly into a shopper’s account to see exactly what the client sees. With the ability to instantly update account status or add credit, the dashboard turns client management into a proactive, seamless experience that builds trust and delivers faster support.
How It Works
Within the Merchant User Dashboard, administrators can view a full list of shopper accounts and quickly locate a client using the search function by company name or account holder. Once selected, the dashboard provides three key controls: the ability to adjust account status (active, inactive, or on hold), the option to add credit directly to the client’s balance, and the ability to log into the client’s account with a single click. This last function gives administrators the same view as the client, making it simple to understand reported issues, confirm configurations, and deliver immediate, informed support.
Why It Matters
Strengthens client relationships by enabling faster, more informed support.
Improves understanding of client issues by letting administrators view the system exactly as the client does.
Speeds up resolution times and reduces back-and-forth communication.
Simplifies account management with instant updates and credit adjustments.
Last updated