Getting started · Reference
Understand staff roles and permissions
See which roles handle certification, workforce, referrals, and administration.
- Where
- Staff account menu and Settings > Users & roles
- Access
- Role assignments are controlled by authorized administrators and directors.
Staff responsibilities
- TERO Administrator: office settings, staff administration, and program management, subject to separate operator-only protections.
- TERO Director: program oversight and staff administration subject to role hierarchy restrictions.
- Certification Staff: business profiles, certification documents, and renewals.
- Compliance Staff: certification status and compliance documents; this does not grant general business-profile editing.
- Referral/Procurement Staff: business referrals and job-order work.
- Workforce Staff: workforce profiles, job orders, and training.
- Auditor: authorized read-only records and reporting, with sensitive information restricted.
- Viewer: limited read-only access; private documents and Job Applications are restricted.
Important boundaries
Business profile edits are permitted for Administrator, Director, and Certification Staff. Certification management also permits Compliance Staff. Business referral management permits Administrator, Director, and Referral/Procurement Staff. Workforce and training management permits Administrator, Director, and Workforce Staff. Job-order editing additionally permits Referral/Procurement Staff.
Permissions can be narrower for a particular action or record. A disabled control or access-denied response is not a reason to use another person's credentials. Contact your administrator and describe the task you need to perform.
Mailbox administration has a separate owner-identity check and remains locked. Ordinary staff permissions do not override it.
For v12.9 workflows · Reviewed September 23, 2026