Accessing Settings
Go to app.terros.com
Click Settings from the left sidebar
The Settings page displays all available configuration options in a list. What you see depends on your permissions and which features are enabled for your company.
Settings Sections
General
Configure core company information and branding.
Company name and details
Logo and branding customization
Time zone and regional settings
Company-wide preferences
Configuration
Manage advanced company configuration options and preferences.
Feature flags and toggles
System preferences
Account assignment preferences
Area management settings
Workflow
Create and manage workflows for sales processes. Control how accounts move through stages and what actions are available at each stage. Note: Only visible if workflows are enabled for your company.
Learn more about Workflows →
Dispositions
Define disposition types for canvassing activity. Set up the outcomes reps can select when knocking doors. Note: Hidden if your company uses workflows for canvassing.
Account Stages
Configure account status stages that accounts move through in your sales pipeline. Note: Hidden if your company uses workflows for canvassing.
Roles
Create and manage custom user roles with specific permission sets. Define what each role can access and do in Terros.
Closer Outcomes
Define outcome types for closer appointments and events. Configure what results closers can record after appointments.
Pitch Scorecards
Create evaluation rubrics for scoring recorded sales pitches. Define categories, questions, and point values for consistent feedback.
Customer Map
Configure the customer-facing map display. Control what information appears on maps shown to customers.
Permissions
Manage user, team, role, and company-wide permissions. Control who can access which features and data.
Custom Fields
Create custom data fields for accounts, teams, and users. Add fields beyond the standard Terros data model.
Custom Stats
Define custom metrics and ratios for your stat boards. Create calculations based on existing metrics.
API Keys
Generate and manage API keys for integrating Terros with external systems. Control programmatic access to your data.
Webhooks
Set up webhooks to automatically send data to other applications when events occur in Terros.
Links
Add custom links to the navigation menu. Integrate external tools and resources directly into Terros.
Navigating Settings
Left sidebar - All settings sections appear in a list
Search - Use browser search (Ctrl+F or Cmd+F) to find specific settings
Back button - Returns you to the main Settings menu from any subsection
Permission badges - Some settings show permission requirements when you hover
Common Settings Tasks
Initial Setup
When setting up Terros for the first time:
Start with General to configure company basics
Set up Roles to define permission levels
Configure Permissions for each role
Create Custom Fields for company-specific data
Set up Workflows or Account Stages depending on your model
Define Dispositions or Closer Outcomes as needed
Ongoing Management
Regular settings maintenance:
Review and update Permissions when roles change
Add new Custom Fields as business needs evolve
Update Workflows when processes change
Create new Custom Stats for emerging metrics
Manage API Keys and Webhooks for integrations
Team Customization
Tailor Terros to your team:
Create Custom Fields for unique data tracking
Design Pitch Scorecards matching your sales approach
Add Custom Stats for your key performance indicators
Set up Links to frequently used external tools
Best Practices
Limit admin access - Only give settings access to admins who need it. Settings changes affect the entire company.
Test before rolling out - When possible, test new configurations with a small group before company-wide deployment.
Document changes - Keep notes on why settings were configured certain ways, especially for complex workflows or permissions.
Review regularly - Audit settings quarterly to ensure they still match your business processes.
Communicate changes - Notify users when settings changes affect their workflows or available features.
Back up critical configs - Take screenshots or notes of important configurations before making major changes.
Troubleshooting
Can't see Settings in the menu
Can't see Settings in the menu
Settings requires admin-level permissions. Contact your admin if you need access.
Missing expected settings sections
Missing expected settings sections
Some sections only appear if:
You have the required permissions
The feature is enabled for your company
Your company's plan includes that feature
Changes not taking effect
Changes not taking effect
Some settings changes require users to log out and back in. Try refreshing the page or restarting the browser.
Can't save changes
Can't save changes
Verify you have the required permissions for that specific settings section. Some sections have different permission requirements.
Unsure what a setting does
Unsure what a setting does
Hover over settings for tooltips, or check the help documentation for that specific section before making changes.