Adding users and assigning roles

Adding a user takes three pieces of information: their email, their role in the company, and the worksite(s) they should access.

Inviting a user

Open Users at the top of the sidebar and click Add User. The Invite Member form opens.

Fill in:

• Email — Tero sends the invite here, and this is what they’ll log in with
• Role — their role in the company: Admin, Member, or Auditor
• Worksite access — which worksites they can use, and with which role (see below). Optional; leave it empty for company-level roles like Admin.

Click Send invite, or Invite & add another to invite several people in a row. Tero emails the person an invite. They log in with their email and a verification code — there’s no password (see Logging in).

Choosing a worksite role

Under Worksite access, click Add worksite, pick the worksite, and choose a role for it. Add a row for each worksite the user needs.

The roles are the ones your company has defined on the Roles page. Roles are built from a permission grid rather than picked from a fixed list — see Roles & permissions for how they work.

A user can have different roles at different worksites — e.g. a technician role on Vessel A but an office role ashore. Company Admins have access to every worksite without needing a row for each.

The user list

The full user list is under Users.

By default it shows Active members. Switch to Include disabled or All (incl. removed) to see others. Open any user to change their role and worksite access, Promote to Admin or Demote from Admin, resend their welcome email, or disable or remove them.

Disabling a user

To cut someone’s access temporarily, open the user and click Disable access, then confirm. They’re signed out immediately and can’t get in until you click Re-enable access. Their work history stays attributed to them.

Removing a user

Open the user and click Remove, then confirm. The person loses access to the company, and their work history stays attributed to them — job records, comments and orders still show who did the work. To bring them back, send a new invite.

You cannot remove or disable your own access this way — ask another company admin.