Dashboard

Your Truv account is managed through Dashboard. This section gives an overview of managing your team, viewing existing connections, logs and tasks. For customization, testing, webhooks, API keys and managing Orders refer to other sections in docs.

Team

You can manage your team under Settings > Team members.

Under Active tab you'll see existing team members. You can invite new team members by clicking Add member.

When users sign up with your domain name and after they verify their email, they will be added under Pending tab and wait for you approval. You can also see existing invites there.

Finally, under Declined tab you can see all requests that were declined.

Permissions and roles

You can assign different roles for users in Truv Dashboard account. See the table below for details on access by role.

Access

Owner

Administrator

Developer

Orders Manager

Orders and Tasks Manager

Orders

Yes

Yes

No

Yes

Yes

Tasks

Yes

Yes

Yes

No

Yes

Development

Yes

Yes

Yes

No

Yes

Customization

Yes

Yes

Yes

No

No

Company settings

Yes

Yes

No

No

No

Team

Yes

Yes

No

No

No

Billing

Yes

Yes

No

No

No

Can be deleted

No

Yes

Yes

Yes

Yes

Users

Under Users tab, you can see existing successful connections and all user data which was shared with your company.

Logs

Under Development > Logs you can see all your API requests including body and response. Logs can be helpful for debugging any issues during implementation and arising issues in production.

Tasks

Under Development > Tasks you can see all TaskTask - A process where a Link is used to pull/write data from/to a payroll provider. initiated with Truv BridgeBridge - The client-side component that your users will interact with in order to link their payroll accounts to Truv and allow you to access their accounts via the Truv. and their status. If you're trying to find out what happened with a particular TaskTask - A process where a Link is used to pull/write data from/to a payroll provider., we recommend using Tasks instead of Logs.


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