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Multi-tenancy allows your organization to manage multiple separate Dashboard instances, each with its own orders, customization templates, API keys, and team configuration. Team members can belong to multiple companies and switch between them instantly. This is useful for:
  • Business unit separation: distinct divisions operating independently
  • Brand management: different brands with separate branding and templates
  • Testing isolation: separating sandbox and production setups across teams

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How it works

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Company Toggle

A company toggle appears in the bottom-left of the Dashboard Home page. It shows your current company and an expandable list of all companies you belong to, with member counts and owner email addresses. Multi-tenancy dropdown list

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Shared Credentials

Team members use the same login credentials across all assigned companies. No separate accounts needed. When access to a company is removed, it simply disappears from the toggle list.
Members can have different roles in each company. For example, you could be an Owner in one company and a Developer in another. See Team Roles & Permissions for the full roles matrix.

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Company Identification

A static company tile appears in the header on key pages (Create Order, New Template, Add Member) so you always know which company context you’re working in. Multi-tenancy order creation

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Set up multi-tenancy

1

Contact your Customer Success Manager

Provide the following for each new company:
  • Company name
  • Designated owner (one owner per company)
  • Billing rollup preferences
  • Any specific configuration requirements
2

Accept invitations

Your CSM creates the company and sends invitations. Existing active members get automatic access without needing a new invite email.
3

Configure each company

For each new company, you’ll need to:

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Manage teams

Add members to any company via Settings > Team > Add member. When adding a member, specify:
  • Name and email
  • Role for this specific company
  • Available order templates
Adding a member who already has a Truv account automatically grants them access to the new company through their existing login.

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Next steps

Dashboard

Navigate the Dashboard interface

Authentication

Manage API credentials for each company

Customization

Set up branding per company