Settings
Configure your TransportechAI platform -- personal preferences, company structure, employee policies, and HR rules.
The Settings module is the central configuration hub for your TransportechAI platform. It controls everything from your personal profile and security preferences to company-wide policies for roles, departments, schedules, and HR benefits. Properly configuring these settings ensures that the rest of the platform -- dispatch, fleet, finance, and HR -- operates according to your organization's rules and structure.
How to Access
Click the Settings icon in the sidebar menu (gear icon), or navigate to your profile avatar in the top-right corner and select Settings. The available settings depend on your role and permissions.
Settings Categories
The Settings module is organized into four main categories, each addressing a distinct area of configuration.
Personal Settings
Personal settings are unique to each user and do not affect other team members or company-wide behavior.
| Section | Description | Route |
|---|---|---|
| Profile | Update your name, phone number, and profile photo | /settings/personal |
| Address | Manage your home address and contact location | /settings/personal |
| Bank Details | Configure your bank account information for payroll | /settings/personal |
| Security | Change your password and manage login credentials | /settings/personal |
| Preferences | Set language, timezone, and display preferences | /settings/personal |
| Notifications | Control which email and in-app notifications you receive | /settings/personal |
For the complete guide, see Personal Settings.
General Settings
General settings define the organizational structure and company-wide configuration. These are typically managed by administrators.
| Section | Description | Route |
|---|---|---|
| Roles | Define roles and assign module-level permissions | /settings/general/roles |
| Departments | Create and manage company departments | /settings/general/department |
| Permissions | Fine-tune access control for employee groups | /settings/general/permissions |
| User Fields | Configure custom fields for employee profiles | /settings/general/user-fields |
| Currency Alerts | Set up alerts for currency exchange rate changes | /settings/general/currency-alerts |
| Holidays | Manage public and company-specific holidays | /settings/general/holidays |
| Seat Prices | Configure pricing for vehicle seats in dispatch | /settings/general/seat-prices |
For roles and access control, see Roles and Permissions. For department management, see Departments. For holiday configuration, see Holidays.
Employee Settings
Employee settings control workforce policies related to scheduling, attendance, and disciplinary actions.
| Section | Description | Route |
|---|---|---|
| Schedule | Define default work schedules and shift patterns | /settings/employee/schedule |
| Schedule Types | Create different schedule categories (e.g., day shift, night shift) | /settings/employee/schedule-types |
| Swap Requests | Configure rules for shift swap requests between employees | /settings/employee/swap-requests |
| Fines Types | Define categories and default amounts for employee fines | /settings/employee/fines-types |
| Attendance Settings | Configure clock-in/out rules, grace periods, and overtime policies | /settings/employee/attendance |
For the complete guide, see Employee Settings.
HR Settings
HR settings govern leave policies, financial benefits, and compensation structures for your workforce.
| Section | Description | Route |
|---|---|---|
| Leave Settings | Configure leave types, accrual rules, and carry-over policies | /settings/hr/leave |
| Loan Settings | Define loan types, maximum amounts, and eligibility rules | /settings/hr/loan |
| Benefit Settings | Set up employee benefit packages and enrollment rules | /settings/hr/benefit |
| Allowance Settings | Configure recurring allowances (housing, transport, etc.) | /settings/hr/allowance |
These settings are also covered in detail within the Employee Settings page.
Who Manages These Settings?
| Role | Typical Access |
|---|---|
| System Administrator | Full access to all settings categories |
| HR Manager | Personal settings, employee settings, HR settings |
| Finance Manager | Personal settings, currency alerts, seat prices |
| Team Lead / Supervisor | Personal settings only |
| Employee / Driver | Personal settings only (profile, security, preferences) |
The exact settings visible to each user depend on the permissions assigned to their role. If you cannot see a settings section that you expect to access, contact your system administrator to review your role permissions.
Recommended Setup Order
If you are configuring TransportechAI for the first time, follow this order to avoid dependency issues:
- Departments -- Create your organizational structure first.
- Roles and Permissions -- Define roles and assign access levels.
- Holidays -- Set up public and company holidays before configuring schedules.
- Employee Settings -- Configure schedules, attendance rules, and fine types.
- HR Settings -- Set up leave, loan, benefit, and allowance policies.
- Personal Settings -- Each user can then configure their own profile and preferences.
Next Steps
- Personal Settings -- Configure your profile, security, and preferences
- Roles and Permissions -- Set up roles and control access
- Departments -- Organize your company structure
- Holidays -- Manage public and company holidays
- Employee Settings -- Configure schedules, attendance, and HR policies