Documentation Index Fetch the complete documentation index at: https://truv.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Configure your company, manage team members, and control notification preferences across four tabs: Company , Team , Profile , and Notifications .
Company Field Description Company name Name displayed in the Dashboard Website Your company’s website URL Billing email Email address for billing communications Status updates email Email address for receiving order status notifications Show / hide API keys Control whether API keys are visible to team members in the Development section
Team The Team tab shows all members in your Truv Dashboard account.
Table columns Column Description Name Team member’s full name Email Team member’s email address Created at Date the member was added Role Assigned role (Owner, Administrator, Developer, Orders Manager, Billing Manager) Status Current membership status (see Member statuses below) Available templates Templates the member has access to Actions Actions available per member (see Member actions below)
Member statuses Status Description Active Accepted invite, full access Invited Email sent, pending acceptance Waiting for approval Signed up, not yet approved Declined Access denied Invite expired Link expired before acceptance Invitation error Invite send failed Deactivated Account deactivated
Member actions Action When available Edit Always — change role or templates Approve / Decline member For members waiting for approval Revoke access For active members Grant access For declined members Resend invite When invite has expired Delete For declined or expired members
Search and filters Name Description Search Search by name or email across members of the selected status Status Filter by invite status: All members, Approved, Invited, Waiting for approval, or Declined Templates Filter by assigned template. Supports multi-select with search. Roles Filter by role. Supports multi-select.
Click Export CSV to download the current member list.
Add a member Click Add Member and provide:
First name, last name, and email address
Role to assign
Available templates — if the member has the Orders Manager role and you want to restrict their access to specific templates, select the templates here. If none are selected, they can access all templates.
The member receives an email with a link to set their password. After setting a password or logging in via Google, Microsoft, or SSO, they are automatically approved.
Roles See the full role access matrix .
In a multi-tenancy setup, team members can have different roles in each company. Profile The Profile tab shows your personal account information.
Field Description First name Your first name (editable) Last name Your last name (editable) Email Your login email address (read-only) Role Your assigned role (read-only, visible for Owners)
Click Save to apply any changes.
Notifications The Notifications tab controls which notifications you receive and how.
Delivery methods For each notification type, toggle delivery via Email or Dashboard (in-app bell), or both. Deselecting a method stops delivery through that channel.
If enabled, a notification feed tile will briefly appear on the Dashboard when a notification is triggered. This can be disabled by unchecking Show notification popups .
Notification types Notification Trigger Order updates Get notified when an order you created or were added to completes, expires, or gets updated in any other way Automatically created orders Get notified when an order is created in Encompass via ASO and your role is a recipient Refreshes requiring reconnection Get notified when a refreshed order requires the end-user to reconnect their accounts Members pending approval Get notified when a team member joins the Truv Dashboard and requires approval Production keys Get notified when a production API key is issued or rotated
Next steps
SSO Configuration Set up single sign-on for your team
Multi-Tenancy Manage multiple companies
