Back to Teralo Host

Welcome to Teralo Host

Welcome aboard. As a host, your organisation owns and runs projects in Teralo, and this guide gives you a friendly orientation for setting everything up for the first time.

Your Setup Journey

Getting started is a handful of steps. Take them in order and you'll have your first project up and running with your team and guests on board.

  1. Sign up and verify your email. Create your Teralo account and confirm your email address to get started.
  2. Create your organisation. Your organisation is your host account — give it a name, description and business details. See Organisation Setup.
  3. Set up branding and tools. Add your logo and cover photo, then configure the tools, types, statuses and templates your projects will use. See Tools Configuration.
  4. Build permission templates. Create reusable bundles of permissions for the roles in your business so you can assign access consistently. See Team Management.
  5. Create your first project. Spin up a project from your organisation dashboard and activate the tools it needs. See Creating Projects.
  6. Invite your team and guests. Add your colleagues from the directory, then invite the subcontractors and consultants who will work alongside you. See Team Management and Inviting Guests.

The Core Building Blocks

A little vocabulary goes a long way. Here are the pieces you'll meet again and again.

Organisations and Projects

Your organisation is your host account — it creates projects, manages billing, configures tools, authors reports and runs procurement. A project is where the work happens. One organisation hosts many projects, and each project can include members from several guest organisations working together.

The Directory

The directory is your address book. Your organisation directory lists your own members, while each project directory lists everyone on that project, including the guests you've invited.

Tools

Tools are the configurable modules behind each part of Teralo — things like mail, documents, inspections and permits. You set up their types, statuses and templates at organisation level once, then activate them on each project as needed.

Permission Templates

Permission templates are reusable bundles of permissions that decide what each person can see and do. Everyone you add to a project is given a template, so access stays consistent and easy to manage.

Tracking Your Progress

You don't have to remember every step. Both your organisation dashboard and each project dashboard include a setup-progress checklist that tracks the configuration still to be completed, so you can always see what's done and what's left to do.

Take it one step at a time, lean on the detailed guides below, and you'll be set up before you know it.

What's Next