Dashboard Essentials
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      1. Truv Help Center
      2. Getting Started
      3. Dashboard Essentials

      How do I navigate and customize the Truv Dashboard?

      Customizing the Truv Dashboard lets you manage workflows, branding, user experiences, data, and team roles for an optimized platform.

      The Truv Dashboard is a centralized platform designed to manage and customize your integration with Truv's services. Here's how to navigate and tailor it to your needs:

      1. Accessing the Dashboard

      2. Navigating the Main Sections

      • Home: View a summary of your company's order data and manage different environments, including Sandbox, Development, and Production.

      • Emulator: Experience the user journey with pre-configured settings, allowing you to see how different product types and configurations appear to end-users.

      • Usage: Access detailed data from your Truv integration, including:

        • Users: Search and filter information about your end-users.
        • Orders: Create and view order details.
        • Tasks: Review historical data retrieval activities.
        • Reports: Analyze analytics related to your integration.

      3. Customizing Your Experience

      • Customization Templates: Tailor the design and text of Truv Bridge and your workflow. Configure branding elements, notification verbiage, and more to align with your company's identity.

      • Branding: Manage the appearance of your company's design within Truv, including logos, colors, and text to ensure a consistent user experience.

      • Order Settings: Configure contact and input field settings for your users, ensuring that the order process aligns with your operational requirements.

      4. Managing Account Settings

      • Team Management: Assign different roles to users within your account, such as Owner, Administrator, Developer, or Orders Manager, each with specific access permissions.

      • API Keys: Manage authentication credentials for your application's integration with Truv.

      • Webhooks: Set up and view notifications to stay informed about specific events within your integration.

      By effectively navigating and customizing the Truv Dashboard, you can optimize your integration to meet your organization's specific needs and provide a seamless experience for your users.