SimplyOS / Customer Workspace

A customer should not need to call for routine visibility.

The Customer Workspace gives customer teams a role scoped surface for booking, tracking, documents, finance, support and analytics.

Customer side capabilities

Admin, Operations, Finance, Viewer and API Integration personas support separation of duties.

Create individual bookings or upload bulk booking data.

Follow shipment timeline, status, exceptions and NDR context.

Access delivery evidence and shipment documents.

View invoices, payment context and outstanding information.

Raise and follow support tickets in a real ticket lifecycle.

Customer scoped operational reporting and executive views.

Ask questions only within the customer's permitted scope.

Customer Admin can manage the customer's own team and access context.