Members and user applications

A member is a person in your organisation. The organisation's Directory lists its members, and User Applications lists requests to join it. Learn more about organisations and projects.

• Directory: in the organisation sidebar, under Organisation Management, select Directory.
• User Applications: in the organisation sidebar, under Organisation Settings, select User Applications. A badge beside it counts the applications waiting for review. The page opens only for your active organisation.

• Added from the Directory: someone who can add people to your organisation creates a new account, adds back a former member, or adds someone who has applied to join. They are a member straight away, and there is nothing to approve.
• User Request: a person with a Teralo account asks to join. The request waits in User Applications.
• Project Admin: someone on a project names your organisation as a person's company, either creating their account with Create Account & Add to Project or inviting someone with an existing account, who joins when they accept. If whoever added or invited them can't add people to your organisation, the membership waits in User Applications, and the person can use the project meanwhile.

Anyone else with a Teralo account joins by applying. The Directory can't add them.

Add Existing People finds only former members of your organisation and people with a pending application to join it.

1. In the Directory, select Add Existing People.
2. Select the search icon and enter at least 3 characters of the person's name, email address or job title.
3. Select + beside the person. To add several people, tick them and select Add Selected.
4. Choose a permission template, then select Add to Organisation.

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Teralo emails the person to say they have been added, and approves any pending application of theirs.

1. In the Directory, select Create Account.
2. Enter the Email Address. Teralo checks it and says whether the person is already in the organisation, is a former member, has applied to join, or is not in the organisation yet.
3. For a new person, optionally enter a First Name, Last Name and Job Title.
4. Optionally, choose an Organisation Permission Template. Without one, the person gets the No Access template.
5. Select Add Person.

For a new person, Teralo creates the account and emails them a welcome message with a temporary password. A former member is added back, and an applicant is added and their application approved. Each is a member as soon as you select Add Person, with nothing to accept.

If the address belongs to anyone else with a Teralo account, Teralo refuses, and the person applies to join from their own account. New accounts count towards a daily limit of 20 for you and 50 for your organisation.

1. On Home, select New, then Join Organisation. You can also select Join Organisation on your profile.
2. On the Search & Join tab, enter the Organisation Name, then select Search. A Business Number or Country adds organisations that match them to the results.
3. Select Request to Join beside the organisation.
4. Optionally, enter a message, then select Send Request.

Teralo emails the organisation's administrators. The My Applications tab lists your applications with their status and any reply. To withdraw a pending application, select the bin icon on it, then Revoke Application.

The User Applications page lists every application, newest first, with the User, Source, Status, Applied date and Details. For a User Request, Details shows the applicant's message. For a Project Admin application, it names who added the person and to which project.

Each application can be approved or rejected once.

1. On User Applications, select Approve on the application.
2. Choose a Permission Template.
3. Optionally, enter a Response Message for the applicant.
4. Select Approve Application.

Teralo emails the applicant. Without a template, the person gets the No Access template, and the dialog warns you. The template sets what they can do at organisation level. What they can do on a project comes from their project template. Learn more about permission templates.

1. Select Reject on the application.
2. Optionally, enter a Reason for Rejection.
3. Select Reject Application.

Teralo emails the applicant with your reason. Rejecting a User Request changes nothing else for them.

Rejecting a Project Admin application marks the person as unaffiliated with your organisation. They keep their project access, and still appear on the project under your organisation's name, but they can't open your organisation's pages.

1. In the Directory, select … on the person's row, then Remove.
2. Select Remove User.

To remove several people, tick them, select the bin icon, then Remove Users.

If the person is the organisation's only administrator, the dialog asks you to choose who takes over. Choose a New administrator, then select Hand over and remove. This works from the row's Remove only, not when you remove several people at once.

Teralo emails the person. Removing them:

• takes them off every project they were on through your organisation, including other organisations' projects;
• removes their administrator role;
• takes them out of mail distribution groups, and off the distribution lists of incidents, injuries, meetings, observations and submittals;
• stops their site diary obligation.

Their mail, records and uploads stay where they are, under their name. An approval step already assigned to them stays assigned to them, and they stop getting emails about it. Learn more about assigning approvers.

To add a removed person back, use Add Existing People or Create Account in the Directory. They return with the permission template you choose, not their old one.

Permission	Lets you
Can view the organization or project directory	Open the Directory
Can add people to the organization or project	Add people from the Directory
Can remove people from the organization or project	Remove people
Can view user applications	Open User Applications
Can manage user applications	Approve and reject applications

Organisation administrators hold all of them. Teralo staff don't approve or reject your applications.