What the dealer portal is
Every Prevayl customer (broker, hauler, dealer-direct) gets a customer-facing portal that lets their end customers — dealers, fleet managers, individual buyers — track their VINs without picking up the phone. Three things matter:
- White-label — your branding, not Prevayl's
- Real-time — VIN status updates as the carrier's mobile portal posts BOL events
- Role-scoped — each dealer sees only their own VINs, never another dealer's
White-label setup
Branding tokens
Configure under Settings → Dealer Portal → Branding. Customizable elements:
| Element | Format | Example |
|---|---|---|
| Logo | PNG/SVG, max 200KB | Your hauler or brokerage logo |
| Primary color | Hex | #0F2C44 |
| Accent color | Hex | #C9A84C |
| Font | Google Fonts only | Inter, Bebas Neue, Roboto |
| Email sender | Domain you control | [email protected] |
| Footer text | Free text, ~200 chars | Powered by [Your Company] |
Custom domain
By default, the portal lives at portal.prevaylos.com/[your-slug]. To use your own domain (e.g., track.yourcompany.com):
- Add a CNAME record at your DNS provider pointing to
portal-cname.prevaylos.com - Settings → Dealer Portal → Custom Domain → enter the hostname
- SSL provisioning runs automatically (~5 minutes)
- Verify the domain resolves and shows your branding
track.yourcompany.com for retail, fleet.yourcompany.com for fleet customers).Role configuration
Within the dealer portal, three default roles exist:
| Role | Sees | Can do |
|---|---|---|
| Dealer Admin | All VINs for the dealer org | Approve quotes, place orders, manage users |
| Dealer User | VINs they personally placed | Place orders, track existing |
| Dealer Viewer | All VINs (read-only) | View only, no order placement |
Custom roles with finer permissions are configurable per-dealer under Customers → [dealer] → Portal Roles.
What dealers see
The dealer portal default view shows:
- Active VINs in transit (with map)
- Recently delivered VINs (last 30 days)
- Outstanding invoices (with pay-online button if Stripe enabled)
- Documents library (BOLs, COIs, invoices, statements)
Dealers can drill into any VIN to see: pickup details, current GPS location (if carrier opted into sharing), assigned carrier, expected delivery, full BOL with photos, and any exceptions.
Common configurations
Auction-direct dealer setup
For dealers buying at Manheim/ADESA who want auction-to-driveway tracking, enable Auction CSV Self-Service in their portal settings. The dealer can then upload their own buyer lot CSV directly; orders create automatically and are routed through your dispatch operation.
Approval-required dealer setup
For dealers where every order needs your approval before dispatch, enable Quote-to-Order Approval. The dealer requests transport quotes; you review, price, and approve before any carrier outreach.
Related
- Getting Started — initial account + team setup
- API Reference — programmatic dealer/customer management
- Compliance — broker disclosure on customer-facing invoices