Organisations and projects
See how organisations, projects and people fit together.
An organisation is a company's account in Teralo. A project is one job, and it holds the records that job produces. You belong to an organisation as a member, and you're added to each project separately.
An organisation holds:
- its details, such as its name, Business Number, main office address and logo, which other organisations see;
- its members;
- the templates and tool settings its projects use;
- its plan.
An organisation is either a host account, which can create projects, or a guest account, which takes part in projects other organisations create. Learn more about plans and entitlements.
A member is a person in an organisation. Every member has an organisation permission template, which sets what they can do at organisation level.
A person becomes a member in one of two ways:
- A member with Can add people to the organization or project adds them from the organisation's Directory.
- They apply to join, and the application is approved under User Applications.
Being a member doesn't put you on the organisation's projects. You are added to each project separately. Administrators are the exception: they have full access to every project their organisation hosts. Learn more about members and user applications.
A project holds one job's records and the people working on it, from any number of organisations. Its settings include the Project Name, Project Code, Description, Start Date, End Date and address.
The organisation that creates a project is its host. Every other organisation on it is a guest. Learn more about hosts and guests.
Someone in the host organisation with Can add people to the project adds people from the project's Directory, from any organisation. Guests can't add anyone to a project, including their own colleagues.
Everyone on a project has a project permission template, chosen when they are added. It sets which tools they see and what they can do in them. Learn more about inviting people to a project.
The switcher at the top of the sidebar shows where you are. Inside a project, it names the project and its organisation. At organisation level, it names the organisation.
- Select the switcher.
- Select a project or an organisation. To find a project by name, type in Search projects...
Selecting a project opens its dashboard. Selecting an organisation opens the organisation dashboard.
The switcher lists:
- Home, your personal dashboard;
- your organisation and the projects it hosts;
- Projects you're invited to, grouped by host organisation;
- Your other organisations, if you belong to more than one. Select Switch beside one to make it your active organisation.
Signing in opens your personal dashboard, which lists the organisations you belong to and the projects you're on.
To change how projects are shown, select List, Tile or Map beside View:. Teralo keeps your choice.
Opening a project takes you to its dashboard. Everyone on the project can open it, whatever their permissions. Learn more about dashboards.
Note: Only a host account can create projects. You also need Can create new projects (host organisations only), unless you are an administrator.
- In the switcher, select Add project. You can also select New Project on the organisation dashboard.
- Enter the Project Name and the Anticipated Project Value, then select Create Project.
- Optionally, enter the Project Code, Description, Start Date and End Date, then select Continue. To leave them for later, select Skip.
- Under Tool Setup, select Activate All Templates to activate your organisation's tool templates on the project, or Skip for now.
- Select Go to Project.
The project is created in your active organisation, which becomes its host. Learn more about project setup.
The sidebar footer shows a pill for each setup checklist that is not finished, with a count of the steps done. Select a pill to open its checklist.
- Your profile shows to everyone.
- Organisation setup shows to administrators.
- Project setup shows to members of the host organisation, on project pages.
A pill disappears once its checklist is complete. To hide it sooner, select the three dots on the pill, then Mark all as complete.
Learn more about host organisation setup, guest organisation setup and project setup.