Access - Person who has access to an account, project, and/or funding source
Auto-Deposit– Automatically adding funds from a financial institution to an account, project, or funding source
Auto-Transfer – The automated transfer of funds from one funding source to another
Delivered - The total amount of instrument values delivered to a recipient
Claimed - Envelopes that have been clicked through to the redemption page which provides the instrument's redemption code
Committed/Reserved – Funds for instruments that have been delivered, but have not been claimed or expired
Cost - The total amount of instrument value claimed + delivery fees
Delivery – The delivery of an SMS message, email, or export of a URL
Delivery Fees - The total fees used to deliver an instrument
Deposit – Adding funds from a financial institution to a funding source
Expired - Envelopes that have hit the pre-determined expiration date
Funding Source- A defined source of funds that can be added to an account or project
Initial Funds – The total dollar value added to a new funding source upon creation
Rejected – Administrator or Approver does not approve envelope
Role - Defines the six different roles for either an Account, or Project. See below.
Revoked – Sender has recalled an envelope before it has been viewed by a recipient
Segregated Funds – Funds deposited directly into a project and cannot be used by the account, or another project
Transferred - Funds that are moved between funding sources (e.g., from the account to a project, project back to an account)
User – An individual with login access to the TruCentive platform
Auditor - Can view the details of all Projects as an Account Auditor. As a Project Auditor, can view individual projects. Envelope deliveries can be viewed. Envelope information can be viewed. Activity logs for a project can be viewed. Account auditors can view the list of account members, account funding details, account details, and project details. They generally cannot change anything.
Funder - Can perform auditing functions in an account AND change project funding details.
Creator - In general, can create projects, change the design/parameters of a project, and create test envelopes and examine those test envelopes. They cannot originate non-test envelopes.
Requestor - In general, can generate an envelope using an existing Project in test or non-test mode, from a single contact or uploaded list of contacts. Some characteristics of the envelope may be changed if the project allows. The envelope is not immediately sent, however it is referred to another user (Administrator, Approver) for review and approval, at which time it is sent. They can view the delivery details of envelopes that they requested and that were approved.
Approver - In general, can create an envelope from a Project, can change a Project's default amount and instrument, can change an envelope's outgoing message. Can examine a requested envelope's contents and then approve or revoke it. As an Account Approver, they can see who is a member of the account, and view funding information.