System Personalization

Personalization tools allow dispatchers and back-office teams to configure their own dashboards, grid layouts, and field displays so the information most relevant to their role is always front and center. When users aren’t navigating screens built for someone else’s workflow, task completion is faster, errors decrease, and onboarding time for new team members shortens significantly.

Role-based access control (RBAC) lets administrators define exactly which features, screens, and data fields each user or user group can view and edit within the TMS. For trucking companies, this means drivers, dispatchers, agents, and executives each see a version of the system tailored to their responsibilities which improves security and reducing the risk of accidental data changes.

User activity logs automatically record every change made within the system, capturing who made the change, what was changed, and when it occurred. For transportation companies, this is essential for dispute resolution, compliance audits, and identifying training gaps, as it provides a complete, searchable history of every transaction and configuration change without manual logging.

McLeod Tailor is a built-in customization toolkit that allows users to modify field labels, add custom fields, adjust table layouts, and create personalized interface configurations without writing code or relying on vendor implementation services. This gives operations teams the flexibility to adapt the system to evolving workflows without waiting for scheduled software updates.