Sharing with customers
Two screens under Customers generate a link you can give a customer, so they can see their own waste data without ringing you for it. Both work the same way: pick the customer, get an embed code, and preview exactly what they’ll see before you send it.
| Screen | What the customer gets |
|---|---|
| Customer Dashboard | Their volumes, diversion and environmental figures — a reporting view |
| Customer Portal | Their own account area — collections, invoices and services — behind a login |
Both are designed to sit inside the customer’s own website in an iframe, rather than sending them to a WastePro address. That’s deliberate: as far as their staff are concerned, it’s part of their building’s own systems.
Building a link
Pick the customer
Search and select. The preview and the embed code both update to that customer.
Check the live preview
The preview shows the real thing with real data — not a mock-up. Read it as your customer will, before anyone else does.
Copy the embed code
Copy it and send it to whoever looks after their website. The parameters shown alongside control what the embed is scoped to.
The portal also has a login
The Customer Portal builder additionally gives you a username and password for that customer, and a button to generate a new password. Send those with the embed code.
If a customer’s login is ever shared beyond who should have it, generate a new password — it replaces the old one.
The dashboard embed is scoped by what’s in its link, not by a login. Treat the link itself as the credential: anyone who has it can see that customer’s figures. Send it to the customer, not into a public page or a shared document.
Before you send one
Preview it properly first. The dashboard shows figures a customer may well take to their own board or use in a rating submission, so it’s worth checking the underlying month is complete — collections all recorded, weights captured — before the link goes out. Data that changes after they’ve seen it is a harder conversation than a short delay now.
Next: Customers, sites & services covers the records these views are built from.