Setting Up Your Account
Set up your account, bank, and team in minutes.
12 articles
Truss Onboarding 🚀
New to Truss? Check out this Onboarding guide!
Truss Onboarding Guide 🚀Set up your account with this step by step onboarding guide!
How Should I Manage My Accounts During a Transition to Ensure a Seamless Switchover?Transitioning between accounts can be a straightforward process if done in the correct sequence. This guide provides clear steps to ensure a smooth transition while maintaining uninterrupted operations.
Connecting Your Bank
Link your bank account to start moving money.
How do I add a bank account?If your bank supports single sign-on, you can simply connect your account by logging in with your online banking credentials.
How do I manually connect my bank account and verify with micro-deposits?Manually connect your bank account and verify with micro-deposits.
Securely Connecting Bank Accounts Using PlaidSecurely connect your bank account to Truss using Plaid and learn about the security measures taken to keep your information protected.
Creating & Verifying Your Account
Apply for Truss and complete your business verification.
How do I create/apply a Truss account?Making an account should take no less than 10-15 minutes. We make sure signing up is safe, quick and easy!
How can I update my company information?Customize your logo, display name, and statement descriptor in your Truss account.
Setting Up Your Team & Dashboard
Configure your workspace, add contacts, and onboard your team.
Exploring your Truss AccountBecome more familiar with your new Truss account.
How do I invite my employees and set user permissions & spending limits?Onboard your employees and set their spend limits in just a few clicks.
What are the different Truss user permission levels?Truss permission tiers allow you to cater to different roles and responsibilities within your workflow.
How do I add/edit a contact?Add your customers, vendors, and more as contacts and learn how to edit your contact's information if they need to change verification info.
Multiple Companies Under One AccountToggle between different companies to manage your funds and expenses between businesses