Settings

Permission: Admin only.

Settings is where Administrators configure your organization: company details, users, the reference data orders and vehicles are described with, planning, pricing, customer notifications, customer web logins, and access for other systems.

How to open Settings

Click Settings in the left sidebar. The entry is only shown to Administrators.

Settings opens on Company. A menu on the left lists every section, grouped by what it configures. Pages with a form have a Save changes button at the top right; if you leave a page with unsaved changes, you’re asked first.

Settings sections

Group	Sections	Guide
Organization	Company, Users	Company, Users
Reference data	Order types, Vehicle types, Units, Skills	Reference data
Planning	Routing, Schedule details	Routing & scheduling
Locations	Custom fields, Warehouse	Reference data
Pricing	Pricing options, Price groups, Freight levels, Zones, Prices, Customer prices	Pricing
Notifications	General, Triggers	Notifications
Customer web	Users	Customer web users
Developer	Webhooks, API key	Webhooks & API key

Some entries only appear when they apply to your organization:

Routing is shown only if your organization uses the route optimizer.
Under Pricing, only Pricing options is shown until you turn on order pricing there. The other pricing sections appear once it’s on.

Groups of drivers, locations, vehicles, products and customers are not managed here — they live in Registry → Groups.

What’s next

To manage the people who sign in to the web app, see Users.
To give your customers their own logins, see Customer web users.
For developer-side configuration, see the API documentation.