Find your way around the interface

Every screen in Transportial shares the same header at the top. From there you reach the dashboard, create orders, search, read messages and open the side menu with everything else.

The header

Element	What it does
Logo	Takes you back to the start page. If you work in more than one platform, the logo is replaced by the platform switcher (see below).
Search...	Searches orders, vehicles, drivers, companies and locations. See Search across Transportial.
New transport order	Opens the form for a new order. The arrow next to it offers File order, to create an order from a file.
Home icon	Opens the Dashboard.
Orders icon	Opens the list of Transport Orders.
Chat icon	Shows your latest Messages. A number shows how many are unread. Use New message or Details in the panel, or All messages at the bottom.
Mail icon	Opens Emails. Only shown when e-mail is enabled for your platform and your role.
Bell icon	Shows your latest Notifications. Click one to go to the item it is about, or click All notifications. Closing the panel marks them as read.
☰	Opens the side menu.

In Transportial Desktop the header also has an Open in a new window icon. See Work with windows and pop-outs.

Use the side menu

1. Click ☰ at the top right. The menu slides in with your name and e-mail address at the top.
2. Click New order, New trip or New ticket to create something new. A form opens as a panel over the current page.
3. Click any other item to open that list, for example Vehicles, Drivers, Businesses or Locations.
4. Use the items at the bottom for Settings, Show shortcuts, Learn Key Product Features and Log out.
5. Click the cross at the top, or click outside the menu, to close it.

The menu only shows the screens your role may use and your platform has enabled. Items such as Integrations, Roles or Groups settings are for administrators. External users (customers) see a short menu with Businesses.

Switch platform

If you have access to several platforms, the top left shows the current platform's logo and name with an arrow.

1. Click the platform name at the top left.
2. Choose another platform from the list. The app reloads its data for that platform.

Panels and pages

Lists open as full pages. Details and forms, such as an order, a vehicle or a new trip, usually open as a panel that slides over the page. You can open a panel from within a panel; they stack. Press Esc or use the close button to close the top panel and return to what you were doing.

Perspectives (settings groups)

Your administrator can create settings groups that tailor the app for a team, for example a separate view for a planning or a customs desk. If you belong to more than one, open Show shortcuts in the side menu and click a group name under Switch group settings. The current one is marked Active. You can choose which group you start in under Settings > User interface > Default perspective.

Banners

• A newer version of this app is available, kindly update. Click Update to reload the app with the latest version. Save open forms first.
• A billing banner appears when a payment method is needed before the platform accepts changes. Administrators can resolve it in the billing settings.

Dark mode and layout

Go to Settings > User interface > Theme and choose dark, light, system (follow your computer) or light day, dark night (light from 06:00 to 18:00, dark otherwise). You can also pin your chats to the bottom of the screen with Pinned chat. See Change your personal settings.

On a phone

On a small screen the header icons move to a bar at the bottom with the dashboard, transport orders, messages and notifications. The side menu works the same way.