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Support | 415-386-8600
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Support | 415-386-8600
TruCentive account management lets every department, region, or business unit run its own account, while organization administrators keep rollup reporting, fund transfers, and full program oversight in one place.
Unlimited accounts · Rollup reporting · Isolated budgets
Give every department, group, or region its own account, then manage the whole program from a single organization-level view.
Move funds from account to account as budgets shift, without waiting on manual reconciliation.
Organization administrators can open any account, review every project, and see members and balances across the company.
Create a separate account for each department, region, or program, each with its own name, team, and identity.
Assign account admins, managers, and members with the same familiar roles used at the project level.
Combine activity from every account into a single rollup report for finance, leadership, or audit needs.
Account management in TruCentive means your organization never has to choose between oversight and autonomy. Every account keeps its own budget and team, while administrators retain a rollup view of the entire program.
Organization administrators sit at the top of the account management hierarchy. From a single dashboard they can access all accounts, run rollup reporting across departments, move funds from account to account, and view every project, member, and balance in the organization.
Organize departments, business units, clients, or programs under a governed account structure.
Move funds between approved accounts and keep balances visible to the people responsible for them.
Each account can carry a unique team and a dedicated budget, with the same account- and project-level roles used across the platform. That gives every department or group full ownership of its program while keeping spending isolated from the rest of the organization.
Set up your organization once, then add an account for every department, region, or client program underneath it.
Invite account admins, managers, and members, and assign account- and project-level roles for each account.
Give every account its own dedicated budget so spending stays isolated and predictable.
Organization administrators review balances, projects, and activity across every account, and move funds between accounts as needed.
Manage users, roles, permissions, and reporting across the organization without losing local flexibility.
Access every account in the organization
Run rollup reporting across all accounts
Manage projects and members within an account
Move funds between accounts
View consolidated balances across the organization
Account management gives every group the autonomy to run its own program, without losing organization-wide visibility.
Set a dedicated budget per account so departments can’t overspend into each other’s programs.
Give each account its own admins, managers, and members, mirroring the roles your team already knows.
The same account- and project-level roles apply across every account, so permissions stay predictable as you scale.
