Settings
Details about the Settings tab on the Web App
API Overview (Web)Explore the Terros API: a flexible way to integrate services, automate workflows, and leverage data.
Manager Permissions in Terros for Sunrun (Web)Terros assigns manager-level permissions based on your official Sunrun job title in Workday. Only specific titles are recognized as manager roles in Terros.
Settings Overview (Web)The Settings section is your control center for configuring company-wide settings, managing workflows, and customizing Terros to fit your organization's needs.
Workflows Overview (Web)Workflows help companies define and enforce their sales process. They provide a visual pipeline where accounts move through stages via actions, ensuring consistent tracking and accountability across teams.
Workflows Migration (Web)This guide helps companies transition from the legacy Account Stages system to the new Workflows system. Migration preserves your existing data while enabling new workflow features.