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How to change global account settings

Choose route optimization, team and general account preferences

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over a week ago

Unless depot or individual driver settings have been selected, all drivers and routes are automatically configured using your global account settings as default.

Global Account Settings

Choose team name and customer service contact details

Go to Settings > Workspace > General.

Your team name will be publicly visible to your recipients and team members so choose something that is suitable to represent your company.

If you want to give your recipients the option to contact you directly for help with their delivery, you can add customer service contact details to your account.

These details will then be visible by clicking the tracking link included in recipient notifications.

  • Go to > Workspace > General > Profile

  • Add a phone number/email address

  • These details will be publicly visible to your recipients via the tracking link they receive in their SMS/email recipient notifications

PRO PLAN FEATURE

How to add your company branding to recipient notifications

Users on the Pro Plan can add a company logo and custom SMS sender name to recipient notifications.

How to add a company logo to the recipient tracking page

  • Go to Workspace > General > Profile

  • Company logo > Upload your logo as a JPG, PNG, WebP or AVIF

  • Use the slider to adjust the logo size > Save image

Your company logo will now appear on the recipient tracking page link.

How to create a custom SMS sender name

By default, all SMS recipient notifications are shown as being sent by Circuit.

Change the sender name to reflect your company, and this can increase recipient awareness and trust in their notifications as they are more likely to recognise your brand.

  • Go to External parties > Recipient notification > Advanced SMS options

  • Add your custom sender name

  • This will be displayed as the sender on the recipient's phone when they receive their SMS notification

Custom SMS sender names are not supported in all countries click here to see the full list of all supported countries, and check that yours is included.

Contact details visible to customers

  • SMS/email recipient notifications contain a tracking link

  • Clicking this tracking link takes the recipient to a delivery tracking page

  • On this page, recipients can see the phone number/email provided as Contact information and a range of other useful information about their delivery.

Set general delivery cost and unit preferences

Go to Settings > Workspace > General

You can set delivery cost units for:

  • Cost per hour

  • Cost per mile

You can set general preferences for:

  • Time unit

  • Distance

  • Currency

Set Driver app distance preferences

On the driver app, distance preferences are automatically set using the Driver's phone language settings.

Example:

Phone language is set as Spanish = Distance is displayed in KM

Phone language is set as English (UK) = Distance is displayed in Miles

If a Driver wants to use the app in English, but see the distance in KM they can do this by changing their phone language settings to English (Canada)

Set general driver preferences

Go to Settings > Operations > Driver settings

You can set general driver preferences for:

  • Navigation app

  • Map type

  • Vehicle type

Set general and route permissions for drivers

You can also choose which settings you want to allow drivers to override.

Go to Settings > Operations > Driver settings

Here, you can manage what changes drivers are allowed to make to:

  • General permissions

  • Routes created dispatchers

  • Route created by driver

The default setting is that drivers have permission to make all/any changes.

To customize these settings, toggle the permissions on/off and then check the radio buttons next to each route setting you want your drivers to be able to change.

Allow/restrict drivers' ability to make the following changes to their settings and routes:

  • Vehicle type

  • Navigation app

  • Side of road

  • Average time at stop

  • Edit routes sent to them by dispatchers

  • Create routes

  • Edit started routes

  • Update a route

  • Reoptimize a route

  • Delete a route

  • Edit the route name

  • Edit the route day

  • Edit the route start time/start the route before the start time

  • Edit the route end time

  • Edit the route start location

  • Edit the route end location

  • Add stops to a route

  • Delete stops from a route

  • Duplicate stops on a route

  • Edit a stop address

  • Edit the stop order

  • Edit the stop type

  • Edit stop notes

  • Edit the package count

  • Edit the arrival time

  • Edit the time spent at a stop

  • Scan barcodes to confirm delivery

Choose route and driver optimization settings

Go to Settings > Operations > Routes and optimization

Here you can select how you want driver allocation and route optimization to be performed by Circuit for your team.

Optimization preferences

Choose how you would like drivers to be allocated.

Choose between these two options:

Driver optimization

Assign stops to selected drivers

Add specific drivers first, then optimize routes to distribute the stops between them

Assign as few drivers as needed

Optimize the route first, then let the system calculate the number of drivers needed to complete it.

Route optimization

Chose how you would like workload, driving time, and fleet efficiency to be allocated.

Choose between these three options:

Equalize workload

Each driver will have a roughly equal number of stops

Balance workload and efficiency

Each driver's route will take roughly the same amount of time to complete

Maximize efficiency

Each driver's route may differ greatly, but the total time to complete all stops will be as short as possible.

Avoid toll roads

Go to Settings > Operations > Routes and optimization

The preference to plan routes that avoid toll roads is turned on by default.

When a driver is added they are given the vehicle type 'Car' by default.

With the 'avoid tolls' setting turned on and the driver's vehicle type set to 'Car' Circuit will automatically create optimized routes that avoid using expensive toll roads.

Troubleshooting

If drivers are having problems creating/following routes that avoid tolls they should:

  1. Check their driver app settings that their vehicle type is set to 'Car'

  2. Make sure that the preferences on the navigation app they are using (Google Maps, Waze etc) are also set to 'avoid tolls'

Read next...

Click here to find out how to override global account settings with individual driver settings.

Got a question?

Contact your account manager, start a live chat, or email [email protected]

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