Configure your environment

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

1. Open the side menu (☰, top right) and choose Settings.
2. Click the Environment tab.
3. Change the platform Name at the top if needed.
4. Click a section name to open it, for example Theme or Planning.
5. Change the settings you need. You can open and change several sections at once.
6. Click Save at the bottom of the page.

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. The list shows each feature by its code name (see below).
• 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, who is told when an integration or integration test fails, and safe retries for API clients (Idempotency-Key). See Monitor an integration and Give a partner API access.
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.

Functions you can switch on

Many newer functions stay hidden until you add their feature to Functions. Type the code name in the list, select it and click Save. Remove a feature from the list to hide its screens again.

Code name	What it switches on
orderHold	Put orders, shipments and trips on hold, and hide stops from the executing party.
recurringOrders	Recurring schedules on order templates. See Recurring orders.
assignmentRules	Rules that fill in fields or assign a team, resources or carrier automatically.
validationRules	Your own yes/no checks on saving orders, shipments, trips and invoices, which warn or block.
incidents	Typed incidents with structured follow-ups. See Incidents.
documentIntelligence	The document inbox: AI reads, classifies and links documents. See Document inbox.
requiredDocuments	Required documents per order, shipment or trip, with a traffic light and an invoice check. See Required documents.
advancedTiming	Stop-duration rules and stops with a fixed arrival time. See Time windows and plan status.
nearbyPlanning	Find unplanned orders near a trip, and trips near an order.
carrierCompliance	Carrier status, required certificates and lane cost history. See Carrier compliance.
carrierPortal	Subcontractors execute the trips you forward to them in their own portal. See Carrier portal.
transportialNetwork	Forward work to carriers on their own Transportial platform, with status updates back. See Transportial network.
neutralCmr	Neutral sender and consignee on the executing carrier's paperwork.
budgetLock	Lock a trip's budget when it starts and compare it with the expected and invoiced cost.
multiCurrency	Exchange rates and reporting in a base currency. See Exchange rates.
vatRuleGenerator	Generate VAT rules as tax rate rules for pricing.
accountingMappingRules	Ledger account, VAT code and dimensions per invoice line for accounting integrations.
creditControl	Credit limits and credit status, checked when orders are created and confirmed. See Credit control.
chargeApproval	Customers approve extra charges added after the agreed price.
consignmentTracking	Public tracking links per shipment, with ETA, revoke and regenerate.
portalCutOff, portalChangeRequests, portalDocumentUpload, portalTenantSwitcher	Customer portal: order cut-off times, change and cancellation requests, document upload, and switching between platforms.
maintenance	Maintenance plans with due status and work orders for vehicles.
tripStartCheck	A vehicle check the driver submits in OpenMove before starting a trip.
helpAssistant	How-to answers, reference lookup and failed-import explanations in the AI assistant. See Ask the AI assistant.
failedTasksView	One list to retry or dismiss failed automations, integrations, workflows and webhooks. See Retry failed tasks.

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.