Understanding the visibility of information in Freightmaster
Hitrak enables your customers to manage their consignments and access real-time updates on their movements, as well as related documentation, using the Freightmaster Customer portal. However, certain sensitive information will be appropriate for your internal users only.
This article serves as a reference for Admin Portal and Driver App users on the information that is either unavailable, or can be selectively restricted from customers' view.
Default Restrictions
This section details the restrictions applied by default.
In this section:
Attachments
Certain file types cannot be viewed by customers. This allows Drivers to capture freight photos which, in some cases, will not be suitable for customer viewing.
- Attachments uploaded using the Driver App or Admin Portal using the following file types can be viewed in Freightmaster:
- Attachments uploaded using the Proof of Delivery file type are also shown on Proof of Delivery documents.
- Check in Photos, Check out Photos and Event Photos are not visible to Freightmaster users, and do not appear on any external documents.
Delivery Events
Exception and Note Titles are visible to customers, however any Descriptions entered for those Events, or their resolution, are visible to internal users only.
The example below shows the same Exception in the Admin Portal and Freightmaster:
1. Admin Portal
Exception Title, user's description of the Exception and description of the resolution:
2. Freightmaster
Exception Title and "Resolved" label only:
Endorsements
Endorsements are triggered by system events, but can also be created manually in the Admin Portal or Driver App.
Admin users can define the visibility of an Endorsement, i.e. whether it can be viewed by Drivers, or only Admin Portal users.
Endorsements are never visible to customers, so these can be used to add any consignment information intended for internal reference only.
Customisable Restrictions
The following restrictions can be set via user role assignment or system setup.
In this section:
Pricing information and Reporting
Consignment Tags
Only certain tags are visible to customers, based on the settings you choose for each Tag. Tags with the Visible to customers setting turned on are surfaced in:
- Freightmaster pages
- Consignment notes
- Freight labels
- Pickup manifests
- Freightmaster extracts
In this example, the SMS Attention Required Tag is visible to customers, while the Book-in Tag is not.
By default, Tags are set as not visible to customers. Users with the Advanced Admin role can customise Tag settings in the Admin Portal. See our article on System Setup for guidance on managing Tags.
Pricing information and Reporting
Visibility of consignment pricing information in Freightmaster is managed alongside other permissions via User Roles assigned to Freightmaster users.
Users require the Dispatch Finance role to see:
- The Estimated Price or Confirmed Price field on individual consignments.
- The Costs chart on the Dashboard page.
Note 🔎Users with the Dispatch Quoting role can see a quoted price when generating a consignment quote, even if they don't have the Dispatch Finance role.
Hitrak also offers the ability to suppress the DIFOT and Average Staged to Delivered charts from the Freightmaster Dashboard. This is a system-wide setting, so would apply to all customers and all their users. This setting requires support from the Hitrak team. Get in touch if you would like to discuss.