Understanding user roles

What you can see and do in Tera depends on your role. Your administrator assigns it.

Common roles

• Admin — full access to everything, including users, settings, policies, and all modules.
• Manager — broad access to team spend and approvals, with some admin areas restricted.
• Employee — day-to-day access: your own expenses, cards, wallet, FinPilot, and reports.
• Approver — can approve or reject requests routed to them.
• AP Clerk — focused on accounts payable (supplier bills and vendor payments).

Why some features may be hidden

Menus and actions are filtered to your role, so you might not see every feature described in this Help Center. That's expected — it keeps your workspace focused on what you need.

If you need access to something you can't see, ask your Tera administrator. See also How do I contact support?