Every seat, every tenant, every action — on the record.
Roles, audit trail, white-label partners, support sessions and multi-tenancy for the whole book.
People, access, audit and settings.
Account health, who can sign in and what each of them sees, the activity record, workspace settings, email forwarding and the reports.
Watch the tour 0:48
One platform, partitioned by partner, with companies that keep their data to themselves.
The tenancy tree is what makes white-label work: a partner sees its partition, a company sees itself, a person sees their role's share.
- 1 Platform
Declarly itself: every partner, company and workspace on one register, with a consumption dashboard for the operator.
- 2 Partners
White-label partitions. A network or software partner onboards companies and reads the revenue report for its partition, and sees nothing of another partner's.
- 3 Companies
A customs broker firm, a freight forwarder, a logistics provider. Each keeps its data to itself.
- 4 Filing workspaces
Where the entries live: a wallet, a filer code, relay addresses and the people who file from it.
- 5 People
Nine roles. Each person sees exactly its share, and a writer can be narrowed to the clients assigned to them.
9 roles, 66 permissions, and a client-assignment model for the writers.
Licensed broker, entry writer, company administrator, importer, tracking, ISF filer, partner administrator, support engineer, platform administrator — each seeing exactly its share. Invite, assign, narrow a writer to their clients, lock an account.
- Invitations with expiry and role
- Assigned-only visibility for writers
- Role catalogue in trade language
One line each: what the seat does.
| Role | Where it sits | What it does |
|---|---|---|
| Licensed brokerBrokerage | Brokerage | Approves and releases filings |
| Entry writerBrokerage | Brokerage | Prepares and submits |
| Company administratorBrokerage | Brokerage | People, money, rates, audit |
| ImporterClient | Client | Uploads, tracks, downloads own records |
| TrackingClient | Client | Read-only own shipments |
| ISF filerClient | Client | Client seat scoped to its own security-filing records |
| Partner administratorPartner | Partner | Onboards companies, contracts, revenue |
| Support engineerPlatform | Platform | Audited sessions |
| Platform administratorPlatform | Platform | Every tenant |
Every action, by everyone, including support — append-only.
Who did what, in which workspace, when. Support sessions into a customer's account appear with who opened them, why, and what they touched. The record cannot be edited, by design.
- Append-only audit trail enforced in the database
- Support sessions visible to the customer
- CSV export for any range
Networks and software partners run their own partition of brokerages.
A white-label tier: a partner onboards companies, watches who is using the platform, sees which of its customers can't file today, and reads the revenue report for its partition. Companies keep their data to themselves.
- Partner partitions with their own dashboard
- Onboard a company from one button
- Consumption dashboard for the platform operator
Audited support sessions — read-only, time-boxed, and visible to the customer.
Support finds the workspace on the ticket and opens a session that shows exactly what the customer sees. Money and filings never move in a session; it closes itself after two hours; the customer's audit trail shows it happened.
- Read-only and admin-override modes
- Two-hour hard cap
- Every session on the customer's own activity log
A different home for every seat, and reports at three tiers.
The licensed broker sees what's waiting on their approval and where CBP is stopping them; the writer sees their drafts and rhythm; the administrator sees account health; the importer sees their shipments; the partner and the platform see the book. Reports: entries filed, wallet statement, filing activity, tenancy register.
- Seven role-specific dashboards
- Every figure sourced — the ⓘ on each card says where it came from
- Reports at company, partner and platform tiers
The writer, the administrator, the importer, and the reports behind them.
Entry writer
Company administrator
Importer
Reports
Entries filed, wallet statements, filing activity and the tenancy register — each with its sources named.
Reports at three tiers: the company's entries filed and wallet statement, the partner's filing activity, the platform's tenancy register. Each report says what it covers before you download it, and the file holds the same rows you see.
- Entries filed, by period and workspace
- Wallet statement that adds up
- Same rows on screen and in the download
The workspace's calendar, contacts and preferences, in one place.
The time zone every due date and billing period is cut on, the addresses the platform uses to reach the company, who serves the workspace, and the preferences the desk runs by.
- Workspace calendar for due dates and periods
- Company contacts and who serves them
- Preferences an administrator can change
Find any entry, client or file from the keyboard; hear about what changed.
One search across entries, clients, files and invoices in the workspace, opened with a keystroke, with recent searches remembered per person — and notifications for the things that need a decision.
- Search across every register from anywhere
- Recent searches per person
- Notifications for decisions waiting
A forwarding address per workspace, so client mail lands on the right desk.
Each filing workspace gets relay addresses that route to the people who should act, with the audit trail recording every forward.
- Per-workspace relay addresses
- Routing to named people
- Recorded on the activity log
Every partner, company and filing workspace on one screen.
The platform administrator sees the whole book, including which company cannot file today and why. Partners see their own partition of it.
The other four sides of the same record.
Filing desk
Customs entries · Air manifests · Export filings · Mail entries · Mail settlements · Clients & partners
Compliance
Parts catalogue · HTS co-pilot · PGA & certificates
Money
Wallet & billing · Statements & receipts · Client invoices · CBP statements · Duty recovery
Client portal
Client files → entries · Importer portal
Run the book, not just the desk.
Open the demo as the company administrator, the partner or the platform, and read the audit trail as the customer would.