Customer Portals are available as an add-on for IrisX subscription. Contact your Trackunit representative for details.
What is a Customer Portal?
A Customer Portal is a branded version of Trackunit Manager that you give to your customers.
It reflects your company’s look and feel while showing only the data and features you choose to share.
Customer Portals help connect OEMs, dealers, rental companies, contractors, and end users across the off-highway ecosystem.
Your customers (the receivers) don’t need a Trackunit account or subscription.
How to Create a Customer Portal
You need to be an Admin to create customer portals. Read more about user permission and roles here
Before you start, prepare:
Add or import customers under the Customers page
Assign the assets to each customers that you want to share
(Optional) Prepare your branding theme ready
(Optional) Set up SSO/API configurations (if your customers already use internal credentials - we can configure SSO to automate creation and invites)
Steps:
Log in to Trackunit Manager
Go to the Customers page and open a customer profile
Confirm the customer type and the assigned assets look right
In the customer profile, open the Customer Portal tab
You will configure the portal in three steps: Portal Setup, Branding, Portal Access:
Step 1: Portal Setup
Click Portal Setup to select apps, views, and capabilities that your customer can access
Note: Only features in your own pricing plan or paid add-ons can be shared with your customers. We recommend to start minimal.
Step 2: Branding
Click Branding to select the theme your customer will see the portal in
Note: Your branding must be set up in advance. It cannot be created during the portal creation process. Learn how to set up your branding here.
Step 3: Portal Access
Note: This applies only to manual invites. If your organization uses SSO, please reach out to your Trackunit representative for API-based setup.
Go to Portal Access and click Create invitation to generate an invite link
Click Copy link and share it with your customer
Your customer clicks the link to create a profile and accept the portal’s terms and conditions
When the customer has accepted your invite it will show in Manager
Note: Each customer (receiver) has one portal. The receiver’s access is limited to the scope you configured. You remain in control.
The first person who registers becomes the portal admin. The portal admin can invite and manage additional users under the Administration page.
Customer experience (receiver perspective)
Access the Portal:
Standard Login
Accept the invitation, create a new account and sign in
Note: Even if they have a Trackunit Manager account, a separate new login has to be created.
Single Sign-On (SSO) Login
If Single Sign-On (SSO) is configured, access is managed directly through the internal systems
Users can simply click a link or button within the existing customer-facing platform and will be automatically redirected to the Customer Portal, no additional login credentials are required
Use the Customer Portal:
The receiver enters a curated, branded Manager-like environment that only includes the functionality and assets you share
They’ll see your branding and a simplified navigation
Common actions for receivers:
View shared assets and activity
Run basic reports (if enabled)
Access the allowed apps
Create a branding theme
You can brand portals with your company logo and colors. Branding helps your customers recognize your company across all portals.
Go to the Administration page
Open the Branding & Theming tab
Add your branding elements
💡 Tip: For best results, use accessible color contrast, upload both small and large logo versions (SVG or PNG), and keep themes consistent across portals. Always preview and test in light and dark backgrounds.
Automate with API (Advanced Option)
You can automate customer creation, portal setup, branding, and invitations via API.
Customer Portals commonly use SSO for secure, seamless access. This is recommended for large-scale rollouts.
To integrate via the Trackunit API, visit developers.trackunit.com or contact Trackunit support.
Impersonate a Customer Portal
To preview what your customer sees:
Go to the Customers page
Open the Customer Portal tab
Click on Portal Access and choose Act As
Note: You cannot impersonate a portal while impersonating another account.
FAQ
Who pays for the Customer Portal?
Who pays for the Customer Portal?
You, the provider, typically cover the cost. Customers may upgrade later to additional capabilities.
Can multiple business units exist under one Customer Portal?
Can multiple business units exist under one Customer Portal?
Yes. All business units connected to a customer appear as groups in the same portal.
Does the Customer Portal replace subaccounts?
Does the Customer Portal replace subaccounts?
No. Subaccounts are for internal company use. Customer Portals are for sharing with customers.
How is a Customer Portal different to the full Trackunit Manager?
How is a Customer Portal different to the full Trackunit Manager?
It’s a curated, branded subset of Manager optimized for external collaboration.
Can existing Trackunit accounts be used to log into the Customer Portal?
Can existing Trackunit accounts be used to log into the Customer Portal?
Not yet. Customers must create a new account using the invite link.
What will my customer see?
What will my customer see?
Only the views and features you share. Start small and expand based on feedback.
Where do I configure branding?
Where do I configure branding?
Go to Administration → Branding and Theming. You cannot set branding during portal creation.
Can I reuse a branding theme across many portals?
Can I reuse a branding theme across many portals?
Yes. Create or select a theme once and apply it across multiple portals.
Troubleshooting
Issue: Customer cannot see expected data or apps.
Issue: Customer cannot see expected data or apps.
Revisit the Customer Portal configuration and confirm the right features and assets are selected for sharing.
Issue: Branding doesn’t look right.
Issue: Branding doesn’t look right.
Check logo size and format, and verify the color contrast in the theme preview. Adjust the primary, menu, and notification colors to improve readability.
Issue: There are problems with the SSO.
Issue: There are problems with the SSO.
Verify identity provider settings and re-check the invite process.
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support