Adding Company and Contact Info in My Settings
Afther you log in go to the drop down menu at the top right of the screen click on My Settings...
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Account Management
How to manage your account and the features.
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Why do I need to fill out a Know Your Customer (KYC) form?
We may have asked you to fill out a Know Your Customer form, sometimes referred to as a KYC form.... -
Where can I print a payment receipt?
Account > Billing > Usage > Invoice PDF Go to the Account icon on the navigation bar. Click Billing. Click the Usage tab. Click the... -
Can I designate funds to a certain project or account?
Easy! Projects > Allocate Funds > Account to Project OR Project to Account The Administrator and the Funder are the two roles that may transfer funds. -
Where do I find the Security Statement?
TruCentive.com > Company > Security Statement You can find the TruCentive Security Statement under Company. Security Statement
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