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Portal: Getting Started

Portal: Getting Started: how it works in StatVault.

What this page is for

/portal is your home page in the customer portal. What it shows depends on how your account is set up:Either way, this is where you check on things without digging through history.
Your login belongs to one spot: a site (or, in a shared building, just your own suite of it) on one or more customer accounts your courier's dispatch has enabled for it. Everything you see - today's orders, history, the Easy Order buttons - is that spot's. If your practice shares a building with another one, you see only your own orders, never theirs, and an order billed to an account your spot isn't enabled for simply doesn't show up. If something you expect is missing, ask dispatch to check your spot's enabled accounts.
Signing in: customers sign in at /portal/login - an org-branded page (your logo or company name, your colors, a sign-in form, and a support phone number if your org has one set). The page shows your courier's branding only when it can tell which courier you belong to; if it cannot (for example once more than one courier runs a portal on the same address), it shows a neutral StatVault page rather than guessing - the wrong company's logo on a sign-in page is worse than no logo. It's separate from statvault.tech's marketing landing page, which is aimed at prospective couriers, not accounts already using the portal. Signing in there takes you straight to /portal; if you're already signed in, visiting /portal/login or the site root just bounces you to your home page. If your courier has switched your login off you'll see "This login has been disabled" instead - contact their dispatch to have it turned back on; nothing about your account or history is lost. Your portal password is not case-sensitive - "Secret12", "secret12", and "SECRET12" all work, so a phone keyboard capitalizing the first letter can't lock you out (the sign-in fields also tell the phone not to auto-capitalize). Forgot it entirely? Click Forgot your password? under the sign-in button, enter your username or email, and a reset link is emailed to the address on your account (valid for 60 minutes). The page always says the link was sent, whether or not the name matched - if nothing arrives, check spam, then call your courier's dispatch. The link opens a page in your courier's branding where you set a new password, then brings you back to sign in.

The layout

Easy Button (single-site accounts):Dashboard (multi-site accounts):Dashboard layout for a multi-site account, with the tiles and Today's Orders table
Portal top nav bar, showing the Dashboard-account link set
The page updates live - when an order's status changes, the page refreshes automatically.

Common tasks

  1. Place a quick pickup request (Easy Button accounts): if you have more than one pickup button, click the lane you want first. Choose Routine or STAT (skipped if the lane has a fixed priority), fill in pieces/parcel type, and click Place Order. There is no "are you sure" prompt before it submits - clicking Place Order sends the request immediately. After it goes through, the button and options are replaced by a confirmation panel: a checkmark, "Pickup Requested!", your order number, and a support phone number. The button below it changes to Request Another Pickup, which just reloads the page - there is nothing to edit or cancel from that screen. Under it is an optional Print shipping label link: it opens the label for that order in a new tab (one label, with a one-per-piece option) and never changes or delays the request - ignore it if you do not label your pickups.
  2. See what's happening today: check the Today / Today's Orders list - status pills show where each order stands (requested, assigned, on the way, delivered, or cancelled).
  3. Check details on one order (Dashboard accounts): click its row to expand the timeline (Requested → Picked Up → Delivered), or click the order number to open its full detail page. The Easy Button's Today list shows status only; open History for details.
  4. Re-send the same order: there is no Send Again button on this page. Open History (or an order's detail page) and click Send Again there to get a pre-filled order form.
  5. Check a SmartBox reading: if you have one, its card shows the latest photo and temperature at a glance - a checkmark or warning icon tells you if it's in range.

Things that confuse people

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