---
title: How do I navigate and customize the Truv Dashboard?
description: Customizing the Truv Dashboard lets you manage workflows, branding, user experiences, data, and team roles for an optimized platform.
---

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1. [Truv Help Center](https://help.truv.com/?hsLang=en)
2. [Getting Started](https://help.truv.com/getting-started?hsLang=en)
3. [Dashboard Essentials](https://help.truv.com/getting-started?hsLang=en#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**

- Log in to your account at the [Truv Dashboard](https://dashboard.truv.com/).

**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.

- [Getting Started](https://help.truv.com/getting-started?hsLang=en#main-content)

    - [Intro to Truv](https://help.truv.com/getting-started?hsLang=en#intro-to-truv)
    - [Account Setup](https://help.truv.com/getting-started?hsLang=en#account-setup)
    - [Platform Overview](https://help.truv.com/getting-started?hsLang=en#platform-overview)
    - [Dashboard Essentials](https://help.truv.com/getting-started?hsLang=en#dashboard-essentials)
- [Security and Compliance](https://help.truv.com/security-and-compliance?hsLang=en#main-content)

    - [Data Security](https://help.truv.com/security-and-compliance?hsLang=en#data-security)
    - [Regulatory Compliance](https://help.truv.com/security-and-compliance?hsLang=en#regulatory-compliance)
    - [User Consent Management](https://help.truv.com/security-and-compliance?hsLang=en#user-consent-management)
    - [Customer Support for Security](https://help.truv.com/security-and-compliance?hsLang=en#customer-support-for-security)
    - [Incident Response](https://help.truv.com/security-and-compliance?hsLang=en#incident-response)
    - [Certifications & Audits](https://help.truv.com/security-and-compliance?hsLang=en#certifications-audits)
- [Troubleshooting](https://help.truv.com/troubleshooting?hsLang=en#main-content)

    - [API Troubleshooting (High-Level)](https://help.truv.com/troubleshooting?hsLang=en#api-troubleshooting-high-level)
    - [Data Connections](https://help.truv.com/troubleshooting?hsLang=en#data-connections)
    - [Integration Issues](https://help.truv.com/troubleshooting?hsLang=en#integration-issues)
    - [Contacting Support](https://help.truv.com/troubleshooting?hsLang=en#contacting-support)
    - [Resources for Self-help](https://help.truv.com/troubleshooting?hsLang=en#resources-for-self-help)
    - [Account Management](https://help.truv.com/troubleshooting?hsLang=en#account-management)
- [Home Lending](https://help.truv.com/home-lending?hsLang=en#main-content)

    - [FAQs](https://help.truv.com/home-lending?hsLang=en#faqs)
    - [Orders](https://help.truv.com/home-lending?hsLang=en#orders)
    - [Encompass Integration](https://help.truv.com/home-lending?hsLang=en#encompass-integration)
    - [Blend Integration](https://help.truv.com/home-lending?hsLang=en#blend-integration)
    - [nCino Integration](https://help.truv.com/home-lending?hsLang=en#ncino-integration)
    - [BlueSage Integration](https://help.truv.com/home-lending?hsLang=en#bluesage-integration)
    - [Lodasoft Integration](https://help.truv.com/home-lending?hsLang=en#lodasoft-integration)
    - [Tidalwave Integration](https://help.truv.com/home-lending?hsLang=en#tidalwave-integration)
    - [Vesta Integration](https://help.truv.com/home-lending?hsLang=en#vesta-integration)
    - [Byte Integration](https://help.truv.com/home-lending?hsLang=en#byte-integration)
    - [LenderLogix Integration](https://help.truv.com/home-lending?hsLang=en#lenderlogix-integration)
    - [Advanced Dashboard Tips](https://help.truv.com/home-lending?hsLang=en#advanced-dashboard-tips)
    - [Custom Integrations](https://help.truv.com/home-lending?hsLang=en#custom-integrations)
- [Public Sector](https://help.truv.com/public-sector?hsLang=en#main-content)

    - [FAQs](https://help.truv.com/public-sector?hsLang=en#faqs)
    - [Orders](https://help.truv.com/public-sector?hsLang=en#orders)
    - [Clients](https://help.truv.com/public-sector?hsLang=en#clients)
    - [Case Workers](https://help.truv.com/public-sector?hsLang=en#case-workers)
- [Background Screening](https://help.truv.com/background-screening?hsLang=en#main-content)

    - [FAQs](https://help.truv.com/background-screening?hsLang=en#faqs)
    - [Integrations](https://help.truv.com/background-screening?hsLang=en#integrations)
    - [Tazworks](https://help.truv.com/background-screening?hsLang=en#tazworks)
- [Other Use-Cases](https://help.truv.com/other-use-cases?hsLang=en#main-content)

    - [Truv SmartRouting](https://help.truv.com/other-use-cases?hsLang=en#truv-smartrouting)
    - [Truv ChoiceConnect](https://help.truv.com/other-use-cases?hsLang=en#truv-choiceconnect)
    - [Truv Paycheck Pay](https://help.truv.com/other-use-cases?hsLang=en#truv-paycheck-pay)
    - [Truv Scoring Attributes](https://help.truv.com/other-use-cases?hsLang=en#truv-scoring-attributes)
    - [Truv Direct Deposit Switch](https://help.truv.com/other-use-cases?hsLang=en#truv-direct-deposit-switch)
    - [Bank Income](https://help.truv.com/other-use-cases?hsLang=en#bank-income)
- [Account Management](https://help.truv.com/account-management?hsLang=en#main-content)

    - [Team and Account Settings](https://help.truv.com/account-management?hsLang=en#team-and-account-settings)

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