The Truv Dashboard helps you track, manage, and customize verification orders efficiently, ensuring seamless workflows and organized data.
To view and manage your orders or verifications in the Truv Dashboard, follow these steps:
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Log into Your Truv Account:
- Access the Truv Dashboard using your credentials.
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Navigate to the Orders Section:
- In the left-hand navigation menu, click on Orders under the Activity section.
- View Existing Orders:
- Here, you'll see a list of all your orders.
- Use the search and filter options to locate specific orders by criteria such as date, status, or user information.
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Monitor Order Statuses:
- Each order will display a status indicator, such as pending, sent, completed, error, canceled, expired, skipped, or no data.
- These statuses help you track the progress and outcome of each verification request.
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Customize Order Settings:
- Navigate to the Customization section to adjust branding elements, communication templates, and other settings to align with your organization's preferences.
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Set Up Notifications and Reminders:
- Configure email and SMS notifications to inform users about verification requests.
- Set up reminder schedules and expiration dates for orders to ensure timely completion.
By following these steps, you can efficiently manage your verification orders within the Truv Dashboard, ensuring a streamlined and customized experience for your organization.