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Team Management

Manage your organisation members and control access to projects with Teralo's team management features.

Organisation Members

Adding Team Members

Add people to your organisation:

  1. Go to Organisation > Directory
  2. Click Add Person
  3. Choose to:
    • Add Existing User: Search for someone already on Teralo
    • Invite New User: Send an email invitation
  4. Enter their details
  5. Assign a permission template
  6. Click Add to Organisation

Member Roles

Organisation members can have different statuses:

  • Active: Full organisation membership with assigned permissions
  • Pending: Added to a project, awaiting organisation admin approval
  • Unaffiliated: Project access only, no organisation-level access

Removing Members

To remove someone from your organisation:

  1. Go to Organisation > Directory
  2. Find the member
  3. Click Remove from Organisation
  4. Confirm removal

Note: This removes them from all projects hosted by your organisation.

Permission Templates

Control what team members can see and do using permission templates.

Understanding Permissions

Teralo uses a template-based permission system:

  • Organisation Templates: Control access at the organisation level
  • Project Templates: Control access within specific projects

Creating Templates

  1. Go to Organisation > Permissions
  2. Click Create Template
  3. Name your template (e.g., "Project Manager", "Document Controller")
  4. Select the permissions to include
  5. Save the template

Permission Categories

Permissions are grouped by feature:

  • Directory: View members, add/remove people, manage roles
  • Documents: View, upload, register, review, delete documents
  • Mail: View, send, manage templates
  • Contracts: View, create, edit, manage budget, approve claims
  • Procurement: View, create, edit, manage workflows
  • Quality & Safety: Photos, inspections, site diary, etc.
  • AI Chat: Access AI features
  • Calendar: View and manage events
  • Billing: View and manage subscription (organisation only)

Assigning Templates

When adding someone to a project or organisation:

  1. Select the person
  2. Choose a permission template
  3. The template determines their access level

Modifying Access

To change someone's permissions:

  1. Find them in the Directory
  2. Click Edit Permissions
  3. Select a different template
  4. Save changes

Project Teams

Adding People to Projects

  1. Open the project
  2. Go to Directory
  3. Click Add Person
  4. Select from organisation members or invite new users
  5. Assign a project permission template
  6. Click Add to Project

Viewing Project Team

The project Directory shows:

  • All project members
  • Their organisation
  • Their permission template
  • Contact information

Managing Project Access

Remove project access:

  1. Open the project Directory
  2. Find the person
  3. Click Remove from Project
  4. Confirm removal

User Applications

When someone requests to join your organisation:

  1. Go to Organisation > User Applications
  2. Review pending applications
  3. Click Approve or Reject

Approved users become Active members. Rejected users keep project access (if any) but become Unaffiliated.

Best Practices

Permission Template Tips

  • Create templates for common roles (Project Manager, Site Manager, Consultant)
  • Start with minimal permissions and add as needed
  • Review templates regularly to ensure they match current needs
  • Use descriptive template names

Security Recommendations

  • Remove access promptly when team members leave
  • Regularly audit organisation membership
  • Use appropriate permission levels (don't over-grant access)
  • Review user applications promptly