Back to Teralo Host

Organisation Setup

Set up your Teralo organisation to start managing construction projects. This guide walks you through the initial configuration.

Creating Your Organisation

When you sign up as a Teralo Host, you'll be prompted to create your organisation:

  1. Organisation Name: Your company or business name
  2. Description: Brief description of your organisation
  3. Business Number: ABN, ACN, or equivalent business identifier
  4. Discipline: Primary business type (General Contractor, Developer, etc.)

Organisation Branding

Customise your organisation's appearance:

Upload your company logo:

  1. Go to Organisation Settings
  2. Click Upload Logo
  3. Select an image file (PNG or JPEG recommended)
  4. Crop and position as needed
  5. Save changes

Your logo appears on project dashboards and communications.

Cover Photo

Add a cover image for your organisation:

  1. Go to Organisation Settings
  2. Click Upload Cover Photo
  3. Select a wide image (recommended 1200x400 pixels)
  4. Adjust positioning
  5. Save changes

Office Locations

Add your office locations for multi-office organisations:

  1. Go to Organisation Settings > Locations
  2. Click Add Office
  3. Enter office details:
    • Office name (e.g., "Sydney Head Office")
    • Street address
    • City, state, postcode
    • Country
    • Phone number
  4. Save the location

Setting a Primary Office

Designate one office as your primary location for mail and communications.

Mail Configuration

Set up your organisation's mail prefix:

  1. Go to Organisation Settings
  2. Find Mail Prefix
  3. Enter your preferred prefix (e.g., "ABC" for ABC Constructions)

This prefix appears on all outgoing mail (e.g., ABC-001, ABC-002).

Organisation Tools

Configure default tools and templates for your organisation. These defaults are then activated on individual projects.

Core Tools

  • Mail: Types (RFI, Site Instruction, Variation, General) and statuses
  • Documents: Types, disciplines, and statuses
  • Contracts: Contract types and statuses
  • Budget Codes: Cost codes for financial tracking
  • Procurement: Procurement categories

Quality & Safety Tools

  • Inspections: Reusable inspection templates with sections and check items
  • Incidents: Incident type classifications
  • Injuries: Injured person types and nature of injury categories
  • Observations: Observation types with custom fields

Site Operations Tools

  • Meetings: Meeting types with agenda templates
  • Equipment: Equipment types with custom fields
  • Permits: Work permit types
  • Submittals: Submittal types and specification sections
  • Program: Schedule settings and calendars
  • Method Statements: SWMS types
  • Inductions: Tiers, job titles, license types, medical questions

See Tools Configuration for a comprehensive guide to configuring all tools.

What's Next?

After setting up your organisation:

  1. Configure your tools
  2. Create your first project
  3. Invite team members
  4. Set up permission templates
  5. Configure billing
  6. Set up approval workflows