Setting Up Your Team & Dashboard
Configure your workspace, add contacts, and onboard your team.
5 articles
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