Settings
Set up your company details, regional formats, numbering, email and permissions. Settings need the manage-settings permission; only admins can save role permissions.
Company
| Field | Notes |
|---|---|
| Company Name | Shown on every PDF, invoice and email. |
| Address, Phone, Contact Email | Printed on document headers. |
Locale & Format
| Field | Notes |
|---|---|
| Timezone | Controls what counts as "today" for due dates, reports and pay periods. |
| Default Currency | Used for new shipments, loads and invoices. |
| Date Format | How dates are displayed. |
| Default Weight Unit / Distance Unit | kg or lb; km or miles. |
Region & Compliance
| Field | Notes |
|---|---|
| Home Country | United States, Canada, United Kingdom or India. This changes the tax fields, carrier IDs, contact tax labels, India LR and e-way bill fields, and the rate confirmation paper size. See Country Features. |
| Tax Registration Number | Your own tax ID, printed on invoices. The label follows the country: EIN / Tax ID, GST / HST Number, VAT Number or GSTIN. |
Document Numbering
Set the prefixes for Shipment (default SHP), Order (ORD) and Invoice (INV) numbers. Numbers use the format PREFIX-YEAR-0001 and count up automatically.
Wording on your documents
Under Settings → Documents you can edit the text printed on your PDFs. Each field starts with standard wording. {company} is replaced with your company name, and Reset to standard wording restores the default.
| Field | Printed on |
|---|---|
| Payment details | Invoices: your bank or payment instructions. Leave it empty to hide the box. |
| Invoice terms | The bottom of every customer invoice |
| Carrier payment terms, Carrier terms | Rate confirmations sent to carriers |
| Bill of lading terms | The contract-of-carriage paragraph on the BOL |
| LR terms and conditions | Lorry receipts (India workspaces) |
Email Delivery
Optrix sends automatic emails such as the workspace welcome, password resets, customer shipment status updates, tracking links, and job offers to carriers and drivers.
- Enable email notifications turns automatic emails on or off for the whole workspace. Emails skipped while this is off are not sent later.
- By default, emails go out through the Optrix platform. Nothing else needs setting up.
- Tick Use my own email provider to send from your own domain through Brevo, Resend, Postmark or any SMTP server. Enter the sender, username and password (or API key). For SMTP, also enter the host, port and encryption. Use a sender address on a domain you have verified with that provider.
Recent email activity lists recent emails with their event, recipient, status and attempts. "Sent" means your provider accepted the email; it doesn't confirm it reached the inbox. Failed sends are retried automatically.
User Permissions
A grid of permissions for the Manager, Staff and Accountant roles. Admin always has everything. Tick a box to grant a permission and click Save. Only admins can save this grid.
New workspaces start with recommended permissions for each role (see Users & Roles). Click Use recommended defaults to load them into the grid again, then Save Permissions.
Billing
Your subscription is under Billing in the sidebar (admins only). Plans are billed monthly. Every plan includes every feature. The plan only sets how many active staff users you can have; driver and carrier logins are unlimited.
Prices follow your workspace's home country (set in Setup or Settings → Company). Workspaces in India see India prices in INR and pay with an Indian card, UPI or bank account. If an India plan is paid with a card issued outside India, the payment is refunded in full and the plan isn't applied. All other countries see prices in USD. If you change your home country, your current paid plan stays active until it expires, and your next purchase uses the new country's prices.
Last updated September 2026 · Something unclear or out of date? Tell us.