Admin Portal
Administrator login
Use an approved CCA administrator account.
Administrator access required
This account is authenticated but does not have the CCA administrator role.
Customer Account Health
Operational snapshot for the selected customer account.
Portal Access
Recommended Next Step
Data Command Centre
One view of Portal, TrackPOD and Xero alignment - plus a safe preview of what a future Portal-first rollout would change.
Customer Account Pricing
Saving a new price automatically expires the previous price and keeps it in history. All CCA product pricing is EX GST.
GST & Fuel Levy
Product prices remain EX GST. Fuel levy is kept separate from the product price and is snapshotted onto new portal orders.
| Product | Current Price (EX GST) | Effective | New Price (EX GST) |
|---|
Portal Users
Approve users and control which customer accounts and delivery points they can access.
Add / Grant Portal User
Enter an email to create or update a portal user and grant access to the selected customer account. If they have not signed up yet, the email is pre-authorised for later signup.
Users linked to this customer account
Pending known users
Unknown signup requests
These are verified email accounts that did not match your preloaded contact list.
Documents
Delivery Points
Delivery locations, contacts, notes and tank/asset information.
Tank Monitoring
Live level snapshots, low-level limits and communication exceptions across every monitored site. This pilot is visible to CCA administrators only.
Operations Intelligence
Private planning and recovery tools built from the read-only Track-POD cache. Nothing here changes Track-POD.
Balance Radar
Finds the quantity left behind when a closed Track-POD stop delivered short.
Tomorrow Machine
Turns the live order book into a production and loading forecast.
Order Board
A read-only whiteboard view of clients, order dates, goods and quantities. Nothing here changes Track-POD.
Orders
All portal orders across every customer account and Organisation. Product prices shown here are EX GST.
Customer Account Management
Manage operational facilities beneath their required bill-to organisations.
Recent Admin Activity
Master-data changes made through V2.3 are recorded here.
Organisation & Billing Directory
Billing identity, organisation contacts, default pricing and customer-account ownership.
Reconciliation Centre
Compare external customer masters with the portal, then approve each canonical link deliberately.
Master Data Completion
Review useful Xero billing details and TrackPOD site contacts one field at a time. Portal names remain canonical.
Products
Create and review the clean Portal product catalogue used by pricing, TrackPOD mappings and Xero item mappings.
Product Reconciliation
Map Xero item codes and TrackPOD goods to one canonical portal product, including bulk and packaged variants.
Duplicate Customer Account Review
Review likely duplicate customer-account records before portal rollout. Shared council contacts and multi-facility organisations can be completely legitimate, so nothing is merged automatically.
Pricing Recovery
Finds active customer accounts with zero CURRENT pricing and compares them with likely price-bearing records. This is designed to catch split identities created during the original master-data reconciliation. Nothing is copied or merged automatically.
Administrators
Add trusted CCA staff who can manage customers, pricing, documents, sites and orders.
If the email already belongs to a portal user, that account is promoted. If not, the email is pre-authorised and will become an administrator when they create their portal login using the same address.
Current Administrators
New Product
Create the clean product once, then map any TrackPOD goods and customer-specific Xero codes to it.
Edit Customer Account
Organisation
Organisation Default Pricing
These prices flow to every customer account in this organisation unless that account has its own override.
External Reference IDs
Reference-only mappings. Saving these does not send or change anything in Xero or TrackPOD.
Customer Accounts / Facilities
Organisation Access
Review Merge
1. Choose the canonical account
The canonical account remains active. The other account is moved into it and retained as an inactive audit record.
2. What the merge will do
3. Confirm
New Customer Account
1. Customer Account Details
2. First Delivery Point
3. Starting Pricing
Start blank, or copy all CURRENT prices from an existing customer as your starting template.
4. Customer Portal
This pre-authorises the email. The customer can then create their password on your existing Customer Portal.
Copy Pricing to Customer Accounts
1. Choose products
All current products are selected. Untick anything that should stay unique to the source account.
2. Choose target customers
Accounts in the same organisation are shown first.
3. Existing prices
Account Constellation
One account, every relationship.