This guide covers how to configure your company settings in Terial's Admin panel, including user management, billing preferences, and module-level settings.
🎥 Video Tutorial Prefer to watch a video? Watch this short video to master Setting Up your Admin Permissions
Accessing Admin Settings
Admin Settings Overview
Users with Admin permissions can manage global Terial settings including billing, reporting, user roles, materials, roof grades, company info, and CRM configuration.
Step 1: Navigate to the Admin Panel — Click the three dots in the top-right corner to edit any page.
Step 2: Update your admin details — Make your changes and click Save to apply them.
Step 3: Use the “+” button — Some tabs allow you to quickly add new items by clicking the “+” icon.
Updating User Permissions
Difference Between an Admin and a User
Admin:
Admins have full access to the platform.
They can view and manage everything across the platform, including access to the Admin panel, without any restrictions.
Best Practice: Admins are typically Terial contract signers, decision-makers, or key stakeholders responsible for company-wide settings and management.
User:
Users have limited access based on permissions set by an Admin.
Admins configure User access to allow visibility and control over their own CRM Opportunities, Service Tickets, Projects, or the ability to manage other users’ records.
Users are typically assigned roles such as Field Technicians, Service Managers, Project Managers, or Finance personnel.
Users must be granted calendar availability in order to schedule jobs for Work Orders, Inspections, and Projects.
Adding a User:
Navigate to Admin —> Users, then click the “+ New User” button.
If the user type you choose (defaulting to “User”) is either “Admin” or “User”, an email address, in addition to First Name and Last Name values will be required.
If the user type you choose is “Worker”, an email address will not be required, as this user type will not have log-in access.
Click the “Save” button.
Click the 3 dots again, and then “Send Password Reset Email” so this new user can receive instructions on how to set their password and login for the first time (”Users” and “Admin” types, only).
User Permission Settings
General (All Modules) | Service | Production | CRM |
Financials: View and edit invoices, job costing, pricing and labor costs for service tickets and projects | Service Module: Basic access to the Service Module. Users can view and edit tickets they are assigned to | Production Module: Basic access to the Production Module. Users can view and edit projects they manage or are a member of, and only view tasks that are assigned to them | CRM Module: Basic access to the CRM module. Users can view and edit opportunities and tasks they are assigned to and touchpoints they created |
Documents: Upload and view documents for service tickets and projects | Manage all tickets: View and edit tickets for any team member | Manage all projects: View and edit any project, including all daily reports, tasks and change orders | Manage all opportunities: View and edit opportunities and associated tasks assigned to any user |
| Ticket Reports: View and edit the report builder block for Inspection and maintenance tickets |
| Manage all touchpoints: View and edit touchpoint and associated tasks assigned to any user |
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| All Reports: View reporting data for all users |
Billing
In the Billing tab, Admins can configure billing settings such as Payment Terms, Labor Roles, Tax Rates, and a default Materials Markup percentage.
Establish Labor Roles and Types, including Burden Rate and Billable Rate, and designate each type to the Production Module, Service Module, or both.
Reports
Admins can also create templates for Terms & Conditions, Maintenance Reports, Inspection Reports, create recommendations templates and add default users for notifications
Deactivating a User
You may deactivate a user by going to their profile via Admin —> Users, clicking the 3 dot button, then the “Deactivate User” option.
Upon deactivating a user, any data associated with that user (e.g., tickets, opportunities, tasks, etc.) will remain active and associated with that user. If you’d like, you’re welcome to reassign those items if they are still open. The deactivated user’s profile will include their date of deactivation.
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