Add and manage users

Create and manage the people in your Tera workspace.

Where to go

Admin → Users. The top of the page shows tiles for Total, Active, and Inactive users (click one to filter), with search and table/grid views.

Add a user

1. Click New User.
2. Fill in the sections:
   - Basic Information — title, first and last name, email, phone, designation.
   - Organization — department, location, cost center, entity, and manager.
   - Access & Role — the Role (required). See Roles and permissions.
   - Address and Preferences — including Enable Payment Access (shown for the Admin role).
3. Save.

Manage users

• Edit a user from the list or their detail page.
• Send Invite to email them access.
• Activate / Deactivate or Delete a user (with confirmation).
• Upload to import many users at once — see Bulk-import users, GL accounts, or vendors.

Note: Email and phone are stored encrypted, so search matches the exact term you enter rather than offering type-ahead suggestions.