Change your personal settings

Your personal settings change how Transportial looks and behaves for you only. Your colleagues are not affected. Platform-wide settings are managed by administrators, see Platform settings.

Open your settings

1. Click ☰ at the top right to open the side menu.
2. Click Settings.
3. Choose a tab on the left: General, Security, User interface, Planning or Notifications. In Transportial Desktop there is also Desktop app.

Changes on the User interface, Planning and Notifications tabs are saved as soon as you change them. On the General tab, click Update.

General

• Choose a profile picture, First Name, Last name, Username and E-mail.
• Account type (external users only): Planning, Finance or Management, depending on your platform. It decides which dashboard view you start in.
• Language: the language of the app.
• Region & formats: Units (metric or imperial), Currency, Number & currency format, Date format, Time format (24-hour or 12-hour) and Time zone. Leave a field on Platform default to follow your company's setting. For the time zone you can also choose Automatically to follow your computer. Preview shows the result.

Security

Sessions, connected apps, your password and two-factor authentication. See Log in and keep your account secure.

User interface

Setting	What it does
Theme	system, light day, dark night, dark or light.
Default perspective	The settings group you start in on this platform. Only shown if you belong to settings groups.
Table Types	Table or Dynamic layout for the planning boards.
Remember filters	Platform default, Per view or Per entity (shared across views). See Filter, sort and arrange lists.
Sidebar type	Card or List for the resource search panel in the planners.
Type forms	Dynamic or Flat. The flat form opens a new transport order over the full width.
Simplify forms (beta)	Hides less-used options in forms such as the transport order form.
Pinned chat (beta)	Keeps your chat conversations available at the bottom of the screen.
Dashboard elements	Show or hide the Map planner, Onboarding banner and Insights tab on the dashboard.
Do not show input fields	Type the names of form fields you never use to hide them.
Transport Order	A personal default template that pre-fills new transport orders, instead of the platform's template. Your administrator or support can provide one.

Planning

• Standard link trips: link a new trip to the previous one by default. You can still change it per trip.
• Split consignment with automatic trip creation: when a trip is created by drag and drop, only plan one unplanned A-B leg.
• The left resource search panel opens: open the search panel in the planners by default.
• Duration at least until next window time: make the journey between stops last at least until the next time window.
• Route alternatives: show fastest, eco and cheapest route options when calculating a route.
• Standard visible data types: show Trips, Events and Activities in the planners by default.

Notifications

For Transport Order, Email and Vehicle notifications you can switch the notification Off/On, and choose whether it is also sent by E-mails and to Mobile. Administrators also see Support centrum. Under Automation Preferences you can switch individual message automations on or off for yourself. See Notifications.

Desktop app

Only in Transportial Desktop. See Desktop settings and environments.

Administrator tabs

Users with a role level above 600 also see Variables, Types and Import data. Platform owners also see Environment, SAML SSO and the billing tabs. These change the platform for everyone. See Types and attributes, Import data, Security settings and Billing and subscription.