Agent Portal Template

What you can do with the Agent Portal Template

Jet Admin’s Delivery Management Template is a one-stop solution for couriers to handle their deliveries—from reviewing incoming requests to completing successful drop-offs. The template lets couriers manage orders, check order details, troubleshoot issues like location inaccuracies, and plan their routes—all within the same app.

This Agent Portal Template is useful in several scenarios:

View the list of upcoming deliveries. This agent portal template enables your couriers to view all upcoming delivery requests, including essential details like price, payment type, date, and location—helping them decide which orders to accept.

Check order details. Couriers can access comprehensive order details, including order IDs, client names, prices, item descriptions, and delivery addresses—displayed both as text and on an interactive map—to ensure accuracy and efficiency.

Communicate with the client. Couriers can directly communicate with clients regarding order issues or address confirmation. They can initiate calls or chats, which open in a separate window within the courier portal for seamless interaction.

Take orders. Couriers can review order details, verify the delivery address on the map, and check pricing, date, and item list before accepting an order. They can also track the delivery progress from Processing to Shipped and finally to Delivered.

Indicate successful delivery. Couriers can easily mark a delivery as successful by clicking the 'Mark as Delivered' button. They can also add any important details for the operations team to address, ensuring smooth order completion.

Why use an Agent Portal Template in Jet Admin?

Courier apps or agent portals are very operations-intensive, requiring highly customized user workflows to fit day-to-day tasks. While traditional development makes this possible, it’s also resource-heavy. Jet Admin offers a platform that lets you build custom agent portals and other business apps with little to no code, providing all the essential functions out of the box—UI components, a library of formulas for business logic, granular permission management, hosting, deployment, and more.

Data Separation for External Users. For SaaS products or external apps like client portals, ensuring that each logged-in user sees only their data is critical. Since most setups use a single database to store all client data, proper data separation within the app is essential. Jet Admin provides built-in functionality to conditionally separate data based on any parameter from your database, ensuring data security and personalized user experiences.

Initiate API calls from buttons. Jet Admin allows you to hook up any button to a custom API or to an existing endpoint of one of the third-party services, such as Zendesk or Twilio, for initiating a call with a client.

Consolidate your Data. Jet Admin offers 60+ native integrations and the ability to connect to any custom system via APIs. Beyond that, you can combine and blend data from multiple sources into a single table without writing a single line of code. Additionally, you can transform and adapt data using a library of formulas and functions, ensuring operational efficiency and reducing errors in your app

Actions. The Template is not just for visualizing data—it’s a highly interactive tool. Jet Admin includes a library of inputs, forms, and buttons, along with a workflow builder that allows you to configure fully customized, user-specific interactions for editing data, initiating chats, providing discounts, and other operations.

Granular permission management: Set role-based access rules for pages, data (Create, Read, Update, Delete), and UI components (conditional visibility). You can also set up authentication for users using Jet Admin’s built-in Auth system or external providers such as Auth0, Xano Auth, and others.

Responsiveness. Jet Admin provides responsiveness out of the box. Its engine is designed for performance, ensuring smooth transitions and proper folding of UI elements within your layout.