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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:

Mail Types

Define the types of mail your projects will use:

  • Request for Information (RFI)
  • Site Instruction
  • Variation Request
  • General Correspondence

Document Types

Set up document categories:

  • Drawings
  • Specifications
  • Reports
  • Contracts

Contract Types

Configure contract document types for your projects.

Budget Codes

Define cost codes and budget categories for financial tracking.

What's Next?

After setting up your organisation:

  1. Create your first project
  2. Invite team members
  3. Set up permission templates
  4. Configure billing