Inviting people to a project

Host staff add people to a project from the project's Directory: their own colleagues, and the people at the subcontractors, consultants and clients who work on it. Someone already in the organisation they join under is added at once. Someone with a Teralo account outside that organisation is invited, and joins the project when they accept.

1. In the project sidebar, select Directory. On the People tab, select Global Directory.
2. Search by name, email, job title or organisation. Enter at least 3 characters.
3. Select the plus icon on the person's row. To add several people, tick them and select Add Selected.
4. Choose a Permission Template, then select Add to Project.

Teralo emails each person a link to the project, and the project appears on their dashboard.

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1. On the People tab, select Create Account.
2. Choose the Organisation. The list holds the organisations on the project, and your own.
3. Enter the Email Address.
4. Enter the First Name, and optionally the Last Name and Job Title.
5. Choose the Project Permission Template.
6. Select Create & Add.

A new account gets a welcome email with a temporary password and a Set New Password link, which works for 24 hours. Learn more about your first week on a project.

If the email address already belongs to an account, the name and job title can't be edited, and the button depends on the organisation you chose:

• Add to Project: the person is already a member of that organisation. Teralo adds them to the project at once and emails them.
• Send Invitation: the person isn't a member of it. Teralo invites them.

The Organisation list tags an organisation Requires Approval unless you're a member of it and can add people to it. A new account in that organisation can use the project straight away, and shows as Pending Org Approval until the organisation's administrator approves them. If the organisation turns them down, they keep their access to the project. Learn more about members and user applications.

1. On the People tab, select Create Account.
2. Choose the Organisation the person joins the project under.
3. Enter their Email Address. Teralo finds their account.
4. Choose the Project Permission Template.
5. Select Send Invitation.

Teralo emails the person an invitation with a Review Invitation button. Nothing is added to the project or the organisation until they accept. An invitation expires after 30 days.

To change the organisation or template on an open invitation, send a new one to the same email address. It replaces the open invitation.

Each new account, invitation and resend counts towards a daily limit of 20 for you and 50 for your organisation. Adding people from Global Directory doesn't count.

1. In the invitation email, select Review Invitation, and sign in if Teralo asks you to.
2. On Invitations, check the project, the organisation you join as part of, and your role.
3. Select Accept. To turn the invitation down, select Decline.

Teralo opens the project's dashboard. If the organisation's administrator still needs to approve your membership, Teralo says so. You can use the project straight away, and show as Pending Org Approval until they approve you.

Open invitations also appear on your personal dashboard, at the top of Waiting on you. If you belong to no organisation yet, the dashboard links to them instead.

The Invitations tab of the project's Directory lists every invitation sent to the project: the person, Organisation, Role, Invited By, Sent, Status and Expires / Answered. A badge on the tab counts the open invitations. Only people who can add people to the project see the tab.

Each invitation has one of five statuses:

• Pending: sent, and not answered yet.
• Expired: not answered within 30 days.
• Accepted: the person joined the project.
• Declined: the person turned it down.
• Withdrawn: withdrawn before the person answered.

On an archived project, the tab is read-only.

1. On the Invitations tab, select the three-dot menu on a Pending or Expired invitation's row.
2. Select Resend invitation.

Teralo emails the invitation again, and the person has 30 days from then to accept. You become its inviter.

1. On the Invitations tab, select the three-dot menu on a Pending invitation's row, then Withdraw invitation.
2. Select Withdraw.

The person can no longer join the project with that invitation. To invite them again, use Create Account on the People tab.

If the person's company is not on Teralo, select create a new one under Organisation in Create Account.

1. Under Organisation Details, enter the Organisation Name, and optionally the Country / Region, Business Number and Discipline.
2. Under Organisation Administrator, enter the administrator's details and choose their Project Permission Template, then select Create & Continue. The administrator needs a new account: someone who already has one sets up their organisation from their own account, and you then add them from Global Directory.
3. Optionally, add more people with Add Account, then select Done. Otherwise, select Skip. Anyone who already has a Teralo account is invited.
4. Check the summary, then select Confirm & Create.

The administrator becomes the new organisation's administrator. Anyone else you add shows as Pending Org Approval until the administrator approves them. Learn more about the directory.

Every person on a project has a project permission template. The default templates are Project Director, Office Team, Site Team, Client, Superintendent, Consultant, Subcontractor Manager, Subcontractor Supervisor, Crane Crew and View Only, and your organisation may have its own. Anyone who can add people can choose any of them.

To change someone's template later, use User Assignments on the project's Permissions page. Learn more about permission templates.

A public link gives anyone who has it the documents you tick, without signing in, for 7 or 30 days. A link can't be withdrawn before it expires. Learn more about sharing a public link.

Workers register for induction, sign on to method statements and sign in and out at the gate on the project's public portal, without a Teralo account. Learn more about the public portal and inductions.

1. On the People tab, select the three-dot menu on the person's row, then Remove.
2. Select Remove User.

The person loses access to the project, and Teralo emails them. Their account and their other projects are not affected.

Removing someone from an organisation removes them from every project they are on through that organisation, including projects where it is a guest.

Only the host adds, invites or removes people on a project: a guest sees Global Directory and Create Account unavailable, and has no Invitations tab. A guest organisation's administrator adds people to their own organisation, and the host then adds them to the project.

Permission	Allows
Can view the project directory	Seeing everyone on the project
Can add people to the project	Adding and inviting people, choosing their template, and the Invitations tab
Can remove people from the project	Removing people
Can manage project permission templates and assignments	Changing the template a person is on

Only host staff can hold the last three. Of the default templates, Project Director, Office Team and Site Team can add people, and only Project Director can remove them. Administrators of the host organisation and project administrators have all four. Learn more about how permissions work.