Essentials

A quick guide to the key things to understand so you can get the most out of Teralo as a guest. Once these few ideas click into place, the rest of the platform makes sense.

Organisations and Projects

Teralo is organised into organisations (companies) and projects. Your company is a guest organisation, and you have been added to a host organisation's project — typically by the main contractor, developer or project manager who runs it.

A host owns and configures the project; you and your colleagues take part in it. If you work with more than one host, or on more than one project, they all live in the same Teralo account.

Your Role and Permissions

What you can do on a project is set by a permission template that the host assigns you, such as "Subcontractor" or "Design Consultant". The template decides which tools appear in your sidebar and which actions you can take.

If a feature you expected is missing from your sidebar, that simply means your template does not include it. The fix is straightforward:

Check that you are looking at the correct project.
If it is still missing, ask the host to adjust your access.

The host can update your template at any time, and the change takes effect the next time you open the project.

The Lodge-and-Approve Model

As a guest you mostly create, submit and lodge items into the host's registers, and take part in reviews. The host then reviews and approves them. Items you might lodge include:

Permits and method statements
Safety data sheets
Site diary entries
Progress claims

You can usually see your own submissions even before they are approved, so you can track where each one sits in the review process. You do not approve items yourself — that responsibility stays with the host.

The Dashboard Is Always Available

Every project member can open the project dashboard, regardless of their permissions. It is your landing page and your overview of what is happening: recent activity, key information and quick links into the tools you have access to.

Moving Around

If you belong to more than one organisation or project, you can switch between them from the sidebar. Whenever you open a project, the dashboard is where you start.

See Navigating the Dashboard for a full tour.

What Is Usually Not Available to Guests

Some areas of Teralo are reserved for the host organisation that owns and runs the project. As a guest you generally will not see:

The Procurement area
Report authoring (creating reports)
Project Settings and Tools configuration
The Payments tab within contracts

This is by design — guests lodge-and-participate, while hosts own projects, manage billing and configure tools.

Where Teralo Runs

The same account works everywhere, so your projects and data stay in sync across devices. You can use Teralo:

In a web browser
As a desktop app for Windows, macOS and Linux
As a mobile app for iOS and Android