Find and change a setting
Every company setting lives in Settings, in tiles. Open a tile, change what you need and save.
Before you start
- You need Settings › View to read the tiles. Each tile also needs its own manage permission to change it. Without it the window opens view-only, with a Close button.
1
Open Settings
Open System › Settings.
Settings1Search settings
2
CompanyName, logo, time zone, operating days
OrdersProof, scans, attempts, cut-offs
WorkflowEnforcement and next statuses
Hubs & areasHub rules, SLA at-risk level
DriversCash limit, shifts, documents
DispatchOffers, retries, routes
Finance & VATVAT, charges, invoices
DocumentsLabel, AWB, runsheet
3
Communication v1.1SMS and WhatsApp
4 Set on their own pages: Notifications · Allocation rules · SLA rules · Services · Failed reasons · Users & roles · Integrations
- Search settings. Finds any setting by its name, and opens its window with the setting highlighted.
- The tiles. Each tile covers one area, with a one-line summary of its values and who changed it last. Click one to open its window. Documents opens its own page.
- Communication. Greyed out for now. SMS and WhatsApp providers come in a later release.
- Set on their own pages. Settings that have a page of their own are linked from here. Each opens its page, and Back to Settings returns you.
2
Search for a setting
Type a word and open the result. The window opens with the setting highlighted.
Settings1tax
2 VATFinance & VAT › VAT · On
VAT numberFinance & VAT › VAT · 300012345600003
VAT rateFinance & VAT › VAT · 15%
- Search settings. Type a word, such as “tax” for VAT or “RTO” for the maximum attempts. It looks in names, tooltips and group names.
- The results replace the tiles, each showing the tile and group it lives in and its current value. Click one: its window opens, scrolls to the setting and highlights it. “No setting matches” means try another word.
3
Change it and save
Changes stay in the window until you press Save changes. Each changed setting writes one Audit log entry.
Drivers✕
Cash
1 Cash limit
2 Default cash limitSAR 2,500.00
3 Count COD of orders in hand
6 Changed by Sara Ali · 12 Oct 2026, 14:05 · History
Shifts and documents
4 Driver shifts module Off
5 Document expiry notice30 days
7 2 unsaved changesDiscardSave changes
- A switch. One setting per line, with a tooltip on its name. A setting that depends on another appears only when its parent allows it.
- Dependent settings. The cash limit amount shows only when the cash limit is on.
- Count COD of orders in hand. On, the limit counts the cash a driver holds plus the COD of the orders they carry. Card payments never count.
- Set by the platform. A lock means the setting is read-only. Contact Fleetics to activate or change it.
- A value. Ranges are checked when you save, and errors appear under the field.
- Changed by. Under a changed setting: who, when and History. Nothing shows under a default.
- The footer. “N unsaved changes”, Discard and Save changes. Save checks every field, and nothing is saved until all are valid. The window stays open afterwards.
4
See who changed it, and reset
Press History under a changed setting. Reset to default stages the default so you can save it.
Document expiry notice · History✕
| 1 When | Who | Change |
|---|---|---|
| 12 Oct 2026, 14:05 | Sara Ali | 14 → 30 days |
| 2 Oct 2026, 09:30 | Sara Ali | Default → 14 days |
2Reset to default
- The history. Newest first: when, who, and old → new. It comes from the Audit log, so nothing here can be edited or deleted.
- Reset to default puts the default in the window. It is saved like any other change, when you press Save changes.
5
Confirm what needs it
Switching on VAT, Hub management or Workflow enforcement asks you to confirm. Closing with unsaved changes asks first.
Switch VAT on?✕
1 VAT applies to new orders only.
2 ☑ Apply VAT to all existing package rules and additional charges
CancelSwitch on
Discard unsaved changes?✕
3 Closing the window will lose your 2 changes.
Keep editingDiscard
- Applies to new orders only. Orders already created keep the VAT they had.
- Existing rules. Ticked by default, so your package rules and additional charges get VAT too.
- Closing with unsaved changes (✕, Esc or a click outside) asks first. Keep editing returns to the window, Discard drops the changes.
TipHub management lists users and drivers without a hub when you switch it on. Workflow enforcement says an order can move only to the statuses you define.
Who can change which tile
| Tile | Permission |
|---|---|
| Company | Settings › Manage company |
| Orders and Workflow | Settings › Manage orders & workflow |
| Hubs & areas | Settings › Manage areas |
| Drivers and Dispatch | Settings › Manage drivers & dispatch |
| Finance & VAT | Settings › Manage VAT & pricing |
| Documents | Settings › Manage documents |
| Failed reasons | Settings › Manage failed reasons |
Tiles that open their own page, such as Notifications, Allocation rules, SLA rules, Services, Failed reasons, Users & roles and Integrations, follow that page’s permission. The Communication tile is greyed until a later release.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Why is a setting locked?
The platform sets it. Contact Fleetics to change it.
Does a change apply to old orders?
Mostly to new ones. Each guide says when a setting applies to new orders only.
Where is the Documents designer?
Its tile opens its own page. See “Customize your printed documents”.
Related guides
Was this helpful?