What the Client Portal is
The Client Portal is what the operator’s buyers log into: hospitals, distributors, retailers, procurement teams. It’s operator-branded; the client perceives it as a product their supplier provides, not as an EDMA product. A small “Powered by EDMA” footer is the only reference to the underlying platform. Free seats up to tier limits.
What it replaces
What clients do: place orders, track shipments in real time, download invoices and customs paperwork, approve or dispute deliveries, manage payment instructions, archive five years of transaction history searchable in seconds. What it replaces: email chains with PDF attachments that get forwarded internally and lost, Excel trackers the procurement team maintains manually, phone calls to the operator’s sales rep asking when an order will ship, fax or paper delivery of commercial invoices, ad-hoc sample approval flows over WhatsApp, separate logins across operators for buyers working with several suppliers.
Scales from SMB to enterprise
The portal scales from SMB to enterprise. A small distributor with two users approves orders in a single click. A Fortune 500 procurement team configures 7-step approval chains, amount-based routing, delegation policies, and SSO integration. Enterprise features are opt-in. The default SMB experience stays as simple as reviewing and paying an invoice.
What clients do in the portal
Multi-operator inbox
Buyers sourcing from multiple operators on EDMA log in once and see a unified view of orders, shipments, and invoices across all of them. Each operator only sees their own relationship.
Approval chains
Single-click approval for SMBs. Configurable 7-step chains with amount-based routing, delegation, and SLA tracking for enterprise procurement. Defaults stay simple; complexity is opt-in.
Document archive
Commercial invoices, packing lists, COOs, COAs, customs paperwork, certificates. Five-plus years of history searchable across operators, types, dates, and amounts. No more support tickets to find old paperwork.
Real-time shipment tracking
Every milestone visible the moment it happens: production complete, container loaded, vessel ETD, transhipment, ETA, customs cleared, delivery. No phone calls to find out where an order is.
Dispute resolution
Built-in dispute flow with structured fields (issue type, quantity affected, photo evidence), operator response, deadline tracking, and full audit trail. Replaces the email-and-phone-call cycle.
Enterprise IT
SAML SSO, SCIM provisioning, audit log export, configurable data residency. Enterprise procurement teams get what their security and compliance functions require, without forcing simpler customers to handle it.
Where it stands today
The Client Portal ships at TradeOS public launch (August 1, 2026), at the end of Stage 1 of the EDMA roadmap. Already shipped on the platform: client identity model, operator-branded chrome, multi-operator inbox, document archive, real-time shipment tracking, single-click approval flow, dispute resolution scaffold. Following at public launch and Q4 2026: enterprise SSO/SCIM integration, configurable amount-based approval routing, full delegation policies, data residency controls. Pricing at edma.trade. Full roadmap at /roadmap/.
