Configure your environment
Use the Environment tab to set your platform’s name, colors and logos, email integration, allowed email domains and every platform-wide setting.
Updated October 5, 2026
Your platform is your company's own environment in Transportial. Its settings apply to every user: how it looks, which functions it uses and how planning, routing, finance and integrations behave. You find them in the Environment tab of Settings.
Open the platform settings
- Open the side menu (☰, top right) and choose Settings.
- Click the Environment tab.
- Change the platform Name at the top if needed.
- Click a section name to open it, for example Theme or Planning.
- Change the settings you need. You can open and change several sections at once.
- Click Save at the bottom of the page.
Changes only take effect after you click Save, and then apply to everyone on the platform. If you leave the page without saving, your changes are lost.
Brand your platform
- Theme: choose the Primary color and Secondary color of buttons, links and highlights.
- Light theme logo's and Dark themed logos: upload the images used in light and dark mode: Choose a logo (header), Choose favicon (browser tab), Choose notification logo, Choose full logo and Choose background photo (login page).
General
- The email integration: choose the SMTP or Exchange integration Transportial uses to send email in your name. Set it up first under Integrations; see Set up a preset integration.
- Functions: the platform features that are switched on for your platform. Some menu items, such as Workflows or the App Store, only appear when their feature is on.
- Allowed sender email domains: type a domain (for example customer.com) and press Enter. When you list domains, orders, quotes and invoices emailed to your platform are only accepted from senders in these domains. Leave it empty to accept every sender.
All sections
| Section | What you set there |
|---|---|
| Alerts | Which conflict and capacity alerts are raised, optional built-in checks and your own alert rules. See Alerts. |
| Integrations | Loop prevention and who is told when an integration or integration test fails. See Monitor an integration. |
| Planning, Action Result Questionnaires, Pricing, Routing, Emissions | How planning, trip execution, routing and CO2 reporting work. See Configure planning and routing for the platform. |
| UI Settings, Platform Label Configuration, Chat | Hidden and required fields, planboard colors, map layers, filters, translations and chat behavior. See Configure the interface, labels and translations. |
| Region | Units, currency, date and time formats and time zone. See Set region, units and time zones. |
| Financial, AI, Customer portal, Compliance, Energy, Bulk edit, Fleet management (FMS), Driving style | Invoicing rules, the AI provider, what customers see in the portal, posting and cabotage, energy stops, bulk changes and vehicle telemetry. See Configure finance, AI, portal and fleet settings. |
| Legal | Who accepted the terms and conditions, and when. See Accept the terms and conditions for your company. |
Other platform-wide settings
Some shared settings have their own tab in Settings for users with role level above 600: Variables (tax rates, pricing categories and attributes), Types and Import data. See Manage types, attributes and pricing categories and Import data from a file.
Personal preferences, such as your language, notifications and interface, are in the other tabs of Settings and only affect you. See Personal settings.