Administration # Configure your environment Use the Environment tab to set your platform’s name, colours and logos, email integration, allowed email domains and every platform-wide setting. Updated 5 October 2026 **Who can do this:** Role level 1000 or higher (internal users only). 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. 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](/en/help/set-up-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](/en/help/alerts). | | **Integrations** | Loop prevention and who is told when an integration or integration test fails. See [Monitor an integration](/en/help/integration-logs). | | **Planning**, **Action Result Questionnaires**, **Pricing**, **Routing**, **Emissions** | How planning, trip execution, routing and CO2 reporting work. See [Configure planning and routing for the platform](/en/help/platform-planning-and-routing-settings). | | **UI Settings**, **Platform Label Configuration**, **Chat** | Hidden and required fields, planboard colours, map layers, filters, translations and chat behaviour. See [Configure the interface, labels and translations](/en/help/platform-interface-and-label-settings). | | **Region** | Units, currency, date and time formats and time zone. See [Set region, units and time zones](/en/help/region-settings). | | **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](/en/help/platform-finance-ai-and-fleet-settings). | | **Legal** | Who accepted the terms and conditions, and when. See [Accept the terms and conditions for your company](/en/help/terms-and-conditions). | ## 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](/en/help/types-and-attributes) and [Import data from a file](/en/help/data-importer). Personal preferences, such as your language, notifications and interface, are in the other tabs of **Settings** and only affect you. See [Personal settings](/en/help/personal-settings). ## Related articles * [Configure planning and routing for the platform](/en/help/platform-planning-and-routing-settings) * [Configure the interface, labels and translations](/en/help/platform-interface-and-label-settings) * [Configure finance, AI, portal and fleet settings](/en/help/platform-finance-ai-and-fleet-settings) * [Set region, units and time zones](/en/help/region-settings) ## Still need help? Our support team is happy to answer any question about Transportial. [Contact support](/en/contact)[Report an issue](/en/report-issue) --- Canonical page: https://transportial.com/en/help/platform-settings