Overview

Once you’ve signed up with Truv, use the dashboard to navigate your Truv account information.

📘

Note

Toggle the Sandbox setting for your account at the bottom of the navigation bar on the left.

Home

On the Home page, view a summary of filtered order data for your company. Manage your different environments throughout Sandbox, Development, and Production.

You can also add team members and view reporting at the bottom of the page. For more information on other products, view the guides in our documentation.

Emulator

The Truv Emulator is a simulation of the Truv workflow. At the top, you can toggle Sandbox mode for testing. View the Testing guide for more information.

Bridge

Use the Truv Bridge to go through the login process as a user. This configuration has pre-populated values for viewing a comprehensive experience. The left section allows you to configure various product types and configurations.

The preview panel on the right adapts to changes in the product and configuration. You can run through actions using the interface.

The bottom left section is the Event log display. Each action appears in order of most recent at the top. The drop down expansion contains the JSON object data for that step. View more about the events in the documentation.

Activity

The Activity section covers all of the data from your Truv integration. View additional details under each tab on the Dashboard.

• Users - Search and filter data about your end users

• Orders - Create and view order details from your company
• Tasks - Search and filter historical information from retrieving data from a source

Coverage

This page is a summary of all of Truv’s coverage information. Find statistics for the number of people covered and account integrations.

Customization

Use the Customization section to change the design of your Truv integration. Learn more in our Customization Templates guide.

Account

This section lets you manage your configurations with Truv.

• Branding - Manage the appearance of your company’s design through Truv
• Order settings - Configure contact and input field settings for your users

Templates

Use customizable templates to build a more compelling experience for your users.

Data

Manage and select input data fields for your product types. Toggle each field using the checkbox and select Apply to confirm.

Development

This section contains information about your account's developer details.

• API Keys - Manage the authentication values, such as Client ID and Access secret, for your application's Truv integration
• Logs - Search and filter through API events

• Webhooks - Manage and view notifications from webhooks

Help

Find solutions and get support from Truv.

• Support - View and manage your support tickets with Truv
• Docs - View our documentation for more information

Settings

View and edit your company's account with Truv.

• Company - View and edit your company’s information with Truv
• Team - Search, add, and manage your company’s team members
  • Control permission privileges by clicking on the pencil icon to edit member info

• Profile - Manage your personal profile information
• Log out - End your dashboard session

Permission and roles

Depending on the Role each user has assigned in the Team page, they will have differing levels of visibility and access in the Truv Dashboard. See the table below for a breakdown of permissions per Role.