What you can see and do in Tera depends on your role. Your administrator assigns it.
Roles are configured by your company
Tera doesn't impose one fixed set of roles. Your administrator sets up the roles that suit your organisation, names them, and decides what each one can reach. The names below are typical, but yours may differ.
Roles you're likely to come across
- Administrator — full access, including users, settings, policies, reference data, and every module.
- Employee — day-to-day access: their own expenses, cards, wallet, FinPilot, and reports.
- Manager — broader visibility of team spend, plus approvals.
- Approver — can approve or reject the requests routed to them.
- Accounts payable — focused on supplier bills and vendor payments.
Some people hold more than one role, and a role can be scoped to a particular department, cost centre, or entity — so two colleagues with the same role name may still see different data.
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.
Your region also matters: some features (like the UPI wallet) are India-only.
If you need access to something you can't see, ask your Tera administrator. Setting roles up yourself? See Roles and permissions.
See also How do I contact support?