SoshiaConnect Portal Guide

Learn how to use the SoshiaConnect web portal to manage your account, subscriptions, and access shipping routes.

Portal Overview

The SoshiaConnect Portal is your web-based control center for managing all aspects of your account.

Portal URL: https://soshiaconnect.soshianest.ai/

Getting Started with the Portal

Creating Your Account

1. Navigate to Registration

   • Visit https://soshiaconnect.soshianest.ai/register
   • Click "Sign Up" or "Register"

2. Fill in Your Details

   - Full Name
   - Email Address
   - Organization Name
   - Number of Users
   - Password (minimum 8 characters)
   - User Type (Partner, Business, etc.)

3. Verify Your Email

   • Check your email for verification code
   • Enter the OTP code
   • Click "Verify"

4. Complete Your Profile

   • Add additional information
   • Set up your preferences
   • Configure notification settings

Logging In

1. Go to https://soshiaconnect.soshianest.ai/login
2. Enter your email and password
3. Click "Sign In"
4. If enabled, complete two-factor authentication

Portal Features

Dashboard

Your dashboard provides an overview of:

Account Summary

• Active subscriptions count
• Total API calls this month
• Current plan details
• Account status

Quick Actions

• Browse routes
• Generate API key
• View analytics
• Manage subscriptions

Recent Activity

• Latest API calls
• Recent route access
• Subscription changes
• Payment history

Managing Your Profile

Accessing Profile Settings

1. Click your profile icon (top right)
2. Select "Profile" or "Account Settings"

Editable Information

• Full name
• Organization details
• Contact information
• Mobile number
• Password

Updating Your Profile

1. Navigate to Profile section
2. Click "Edit Profile"
3. Make your changes
4. Click "Save Changes"

Changing Your Password

1. Go to Profile → Security
2. Click "Change Password"
3. Enter current password
4. Enter new password
5. Confirm new password
6. Click "Update Password"

Browsing Shipping Routes

Route Browser

1. Navigate to "Routes" or "Browse Routes"
2. Use filters to narrow down:
   • Origin port
   • Destination port
   • Carrier
   • Service type
   • Availability

Viewing Route Details

1. Click on any route card
2. View comprehensive information:
   • Route name and code
   • Origin and destination
   • Transit time
   • Available periods
   • Pricing information

Route Hierarchy

• Routes are organized by:
  • Geographic regions
  • Carriers
  • Service levels
  • Report types

Managing Subscriptions

Viewing Active Subscriptions

1. Navigate to "My Subscriptions" or "Active Routes"
2. See all your active route subscriptions
3. View expiration dates
4. Check subscription status

Subscribing to a New Route

1. Browse and Select

   1. Navigate to Routes
   2. Find desired route
   3. Click "Subscribe" or "Get Access"

2. Choose Subscription Term

   Options:
   - 1 month
   - 2 months
   - 3 months
   - 6 months
   - 12 months

3. Review Pricing

   - View base price
   - See discounts (if any)
   - Review total cost
   - Check what's included

4. Complete Payment

   - Enter payment details
   - Review order
   - Complete checkout
   - Receive confirmation

Managing Existing Subscriptions

• Renew: Extend subscription before expiration
• Upgrade: Switch to longer term for better pricing
• Cancel: Stop auto-renewal (access continues until end date)
• View Details: See usage and analytics

API Key Management

Creating an API Key

1. Navigate to API Keys Section

   Dashboard → API Keys → Generate New Key

2. Configure Your Key

   - API Key Name (e.g., "Production Key")
   - Associated Username
   - Permissions (if applicable)

3. Save Your Key

   ⚠️ Important: Copy and save your API key immediately!
   You won't be able to see it again.

Managing API Keys

Action	How To	Notes
View Keys	API Keys → List	Shows all your keys
Activate/Deactivate	Toggle switch	Temporarily disable without deleting
Delete	Delete button → Confirm	Permanent action
Regenerate	Delete old → Create new	For security rotation
Monitor Usage	Click on key → View Stats	See API calls made with this key

Best Practices

• Use descriptive names for each key
• Create separate keys for different applications
• Rotate keys regularly (every 90 days)
• Deactivate unused keys
• Never share your API keys

Billing and Payments

Payment Methods

1. Adding a Payment Method

   Billing → Payment Methods → Add New
   - Credit/Debit Card
   - Bank Account (if supported)

2. Setting Default Payment Method

   - Click "Set as Default" on preferred method
   - Used for auto-renewals and new subscriptions

Viewing Invoices

1. Navigate to Billing → Invoices
2. View all past invoices
3. Download PDF copies
4. See payment status

Subscription Pricing Calculator

1. Go to any route
2. Click "Calculate Price"
3. Select subscription term
4. View pricing breakdown:
   • Base price
   • Term discount
   • Taxes (if applicable)
   • Total cost

Billing History

• Transaction date
• Amount paid
• Payment method used
• Invoice number
• Download receipt

Analytics and Reports

API Usage Dashboard

Overview Metrics

• Total API calls (daily/weekly/monthly/yearly)
• Successful vs failed requests
• Average response time
• Peak usage times

Detailed Analytics

1. Navigate to Analytics section
2. Select time period
3. View charts and graphs:
   • API calls over time
   • Most accessed routes
   • Error rate trends
   • Response time distribution

Usage by Endpoint

• See which endpoints you use most
• Identify optimization opportunities
• Track feature adoption

Route Access Statistics

• Routes accessed
• Access frequency
• Data downloaded
• Usage patterns

Exporting Data

1. Navigate to desired report
2. Click "Export"
3. Choose format (CSV, PDF, Excel)
4. Download file

Partner Program

If you're a Partner user:

Partner Dashboard

1. View your referrals
2. Track commissions earned
3. See payout history
4. Get your referral link

Managing Referrals

• Share your unique referral link
• Track signup conversions
• Monitor referral activity
• View commission rates

Payout Setup

1. Navigate to Partner → Payouts
2. Click "Setup Payout Method"
3. Complete Stripe onboarding
4. Verify bank details
5. Set payout preferences

Commission Structure

• View commission rates
• See pending earnings
• Track paid amounts
• Download payout reports

Notifications

Notification Settings

1. Email Notifications

   Configure notifications for:
   - Subscription expiring soon
   - Payment successful/failed
   - API key created/deleted
   - System updates
   - Security alerts

2. In-Portal Notifications

   - Bell icon (top right) shows unread count
   - Click to view all notifications
   - Mark as read/unread
   - Clear all

Notification Types

• 📧 Email: Sent to your registered email
• 🔔 In-Portal: Visible when logged in
• 📱 SMS (if enabled): Text message alerts

Support and Help

Help Center

1. Click "Help" or "?" icon
2. Access:
   • FAQs
   • Video tutorials
   • Documentation
   • Contact support

Contacting Support

1. Navigate to Support section
2. Choose contact method:
   • Submit a ticket
   • Live chat (if available)
   • Email: support@soshiaconnect.com
   • Phone (for premium plans)

Ticket System

• Create new ticket
• Track ticket status
• View ticket history
• Respond to support team

Portal Tips and Tricks

Keyboard Shortcuts

Shortcut	Action
Ctrl/Cmd + K	Search
Ctrl/Cmd + /	Show shortcuts
G → D	Go to Dashboard
G → R	Go to Routes
G → A	Go to API Keys

Quick Actions

From Dashboard:

• Click any metric to drill down
• Use quick action cards
• Access recent items

Search Functionality:

• Global search (Ctrl/Cmd + K)
• Search routes, docs, settings
• Recent searches saved

Customization

Dashboard Layout

• Drag and drop widgets
• Show/hide sections
• Customize time ranges

Theme

• Light mode
• Dark mode
• Auto (system preference)

Mobile Access

The portal is mobile-responsive:

• Access from any device
• Touch-friendly interface
• Optimized layouts
• All features available

Mobile Best Practices:

• Use landscape for detailed views
• Pin important routes to home screen
• Enable notifications for alerts
• Use mobile app (if available)

Security Features

Two-Factor Authentication (2FA)

Enabling 2FA:

1. Profile → Security
2. Enable Two-Factor Authentication
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes

Supported Authenticator Apps:

• Google Authenticator
• Microsoft Authenticator
• Authy
• 1Password

Session Management

Active Sessions:

• View all active sessions
• See device and location
• Revoke any session
• Logout from all devices

Security Settings:

• Session timeout
• Login notifications
• IP whitelist (enterprise)
• Activity logs

Troubleshooting

Common Issues

Can't Log In

1. Verify email and password
2. Check caps lock
3. Try password reset
4. Clear browser cache
5. Contact support if persists

Payment Failed

1. Check card details
2. Ensure sufficient funds
3. Verify billing address
4. Try different payment method
5. Contact your bank

Can't See Subscribed Routes

1. Verify subscription is active
2. Check expiration date
3. Ensure payment processed
4. Refresh the page
5. Contact support

API Key Not Working

1. Verify key is active
2. Check if key has permissions
3. Ensure correct header format
4. Verify subscription includes API access
5. Generate new key if needed

Portal vs API: When to Use What

Task	Portal	API	Best For
Browse routes	✅	✅	Portal for exploration, API for integration
Subscribe	✅	✅	Portal for one-time, API for automation
View analytics	✅	✅	Portal for visualization, API for data export
Manage keys	✅	✅	Portal recommended
Update profile	✅	✅	Either works well
Billing	✅	✅	Portal recommended
Real-time data	❌	✅	API required
Bulk operations	Limited	✅	API recommended

Getting Help

Need assistance with the portal?

• 📖 Browse the FAQs
• 💬 Start a live chat
• 📧 Email support@soshiaconnect.com
• 📱 Call premium support (Enterprise plans)
• 📚 Check API Documentation

Portal Updates

The portal is regularly updated with new features. Check the Changelog for recent updates.

Stay Informed:

• Enable update notifications
• Follow our blog
• Join community forums
• Subscribe to newsletter

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Next Steps:

• Quick Start with API
• Authentication Guide
• API Reference