Settings

Configure your company, manage team members, and control notification preferences across four tabs: Company, Team, Profile, and Notifications.

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Company

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Team

The Team tab shows all members in your Truv Dashboard account.

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Table columns

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Member statuses

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Member actions

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Search and filters

Click Export CSV to download the current member list.

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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.

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Roles

See the full role access matrix.

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Profile

The Profile tab shows your personal account information. Click Save to apply any changes.

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Notifications

The Notifications tab controls which notifications you receive and how.

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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.

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Notification types

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Next steps