Getting started

# Change your personal settings

Update your profile, language and regional formats, theme and layout, planning defaults, notification preferences and desktop app options.

Updated 5 October 2026

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](/en/help/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](/en/help/log-in-and-security).

## User interface

| Setting                      | What it does                                                                                                                                        |
| ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Theme**                    | **System**, **Light by day, dark at 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](/en/help/filters-and-tables).      |
| **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](/en/help/notifications).

## Desktop app

Only in Transportial Desktop. See [Desktop settings and environments](/en/help/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](/en/help/types-and-attributes), [Import data](/en/help/data-importer), [Security settings](/en/help/security-settings) and [Billing and subscription](/en/help/billing-and-subscription).

## Related articles

* [Log in and keep your account secure](/en/help/log-in-and-security)
* [Find your way around the interface](/en/help/navigating-the-interface)
* [Filter, sort and arrange lists](/en/help/filters-and-tables)
* [View and manage notifications](/en/help/notifications)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/personal-settings