Portals and accessEveryone in the chain, on the same data.
Sailix gives agency staff, shipping lines and customers their own login on the same records, with roles, branches and approval queues deciding who can do what.
- Roles, one dataset
- 5
- Approval workflows
- 4
Overview
What Sailix portals and access covers
Sailix portals and access is the part of Sailix that gives a shipping agency's staff, its principal lines and its customers separate logins on the same records. Agency employees work in the agency dashboard under roles that set view, create, edit, delete and approve rights per module. A shipping line lands on its own dashboard to answer rate requests, issue release orders, accept containers and approve free days. A customer lands on another to accept quotations, authorize B/Ls and download arrival notices.
Access follows the organization's structure. Branches sit under one organization, each with its own currency and optional GSTIN, and employees other than owners and administrators reach only the branches assigned to them. Four approval queues cover new customers, B/L issue before receipt, delivery order release or extension, and extra free days. Each B/L and delivery order request keeps who asked, who decided and the remark. Documents download as PDF, and some as Excel, and operational reports export to Excel.
Portals
A portal for each party.
No exported spreadsheets, no status calls. Each party signs in and sees its own part.
Your desk
The full system for the agency and its employees, across branches.
Liner portal
Containers, release orders, container acceptance, free-day approvals and rate negotiations for the principal.
Customer portal
Quotations, bills of lading, delivery orders and arrival notices for the shipper or consignee.
Vendor portal
A sign-in for vendors with their profile and account.
Access
The right people, the right rights.
Access is set per module, down to who may create and who may approve.
Roles and permissions
Role-based access by module, with separate create and approve rights.
Teams and branches
Group employees into teams and scope their work by branch.
Approvals
Customer KYC, B/L issue, delivery order and free-day approvals.
Features
Every feature in this area.
Platform: each feature has its own page with what it does, how it works and common questions.
- Roles and permissionsRoles, teams and employee accounts with view, create, edit, delete and approve rights set module by module.
- Multi-branch operationsOne organization with many branches, each with its own currency and GSTIN, a branch switcher and per-employee branch access.
- Approval workflowsApproval queues for new customers, B/L issue before receipt, delivery order release or extension, and extra free days.
- Liner portalA separate login for the shipping line to answer rate requests, issue release orders, accept containers and approve free days.
- Customer portalA customer login for accepting quotations, authorizing B/Ls, reporting payments, confirming pickups and reading arrival notices.
- Reports and analyticsRegisters, stock and voyage reports, financial statements and an analytics dashboard, with Excel and PDF output.
- Document generationPDF and Excel output for quotations, bills of lading, invoices, manifests, arrival notices, release requests and delivery orders.
Questions
Questions and answers
What do Sailix portals and access cover?
- They cover who signs in and what each person can do. That means the agency dashboard for employees, a liner portal for the shipping line, a customer portal for shippers and consignees, a vendor sign-in, roles with rights per module, branches under one organization, and approval queues for customers, B/L issue, delivery orders and free days.
Who uses each Sailix login?
- Four kinds of user. Agency employees sign in to the agency dashboard. A shipping line the agency represents signs in to the liner portal. Shippers and consignees sign in to the customer portal. Vendors have a sign-in with their profile and account. Each party sees its own part of the same records.
How does Sailix control who can approve a release?
- By role. The approve right is granted per role and module, and the default member role cannot decide B/L issue or delivery order approvals. Owners and administrators have it from the start. Each B/L issue and delivery order request keeps who asked, the reason, who decided, the time and the approver's remark.
What are the limits of the Sailix customer portal?
- It records payments but does not process them, and it offers two document downloads. A customer reports a payment made outside Sailix with its amount, method, reference and date, and the agency reviews it. Quotation and arrival notice PDFs can be downloaded, and other documents are sent by the agency. Sailix Bot is not available to portal users.
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