Navigating in Terra

Anton Kovalsky
  • Updated

Open the main navigation menu by clicking the three horizontal lines in the top left of the screen at any time. You'll use this menu to sign in and out of Terra, manage resources, and access resource libraries and support. 

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Managing your Terra profile, billing info, and groups

You can access most administrative features in Terra as well as support by clicking on the three horizontal lines at the top left of any page. Click your name to manage everything specific to you (see details below). 

Profile information

Edit personal/contact information, affiliations, and notification settings here.

Linking controlled data authorization

You can link external authorizations (such as NIH login) for access to controlled data in your profile. Linking your credentials allows access to all the controlled data you are authorized to use for analysis.

To learn more, see Linking authorization/accessing controlled data on external servers

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Billing

Find a list of Billing Projects you are associated with and your role (e.g. owner, user). Billing Project owners can view lists of members of each Billing Project, and add or remove users.

To learn more about the level of access for different user roles, see Best practices for managing shared funding.

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Groups

Manage team access to data, code, and resources including billing and workspaces with groups.

Why use managed groups? 

Sharing or granting permission to groups, rather than individuals, is a way to streamline collaboration. It's easier and less error-prone to update a group than updating permissions for each individual resource when people join or leave a team. This helps make sure data, workspaces and other resources are shared with the right people. 

You can create groups and view all your groups (including your role) in the Group Management page. 

Screenshot of Groups page

Manage specific groups

Click on the name of a group to access the management page, where you can add users, edit users' roles, and select the option to allow anyone to request access.

Screenshot of Group Management page

Group roles in a nutshell

Owner-level users are able to invite and/or grant access for other collaborators. Group owners can use this to assign other users roles of various access levels, allowing group managers to control who is able to view/copy the contents of their workspace, run computations on affiliated account, or edit the content. For more information on the structure of permissions on Terra, please read Managing access to shared resources (data and tools).

Screen capture of creating a managed group from the Terra landing page

Managing Interactive Cloud Environments

View a list of your existing cloud environment VMs and associated persistent disks by clicking on "Cloud Environments" in the main menu under your name. Here, you'll find details such as cost estimates showing you how much you're spending, and which Billing Project each resource is attached to. This is a centralized place to delete any or all of your virtual machines and associated persistent disks.

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Accessing, sharing and cloning workspaces

The drop-down menu allows you to explore workspaces already available to you. These include workspaces you have created or cloned, or that someone else shared with you, as well as public workspaces.

To learn more about using workspaces - a computational sandbox for storing and analyzing data - see Working with Workspaces.

To share or clone a workspace, enter the workspace and click on the button with three dots in the upper right corner.

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or click the three dot button at the far right of the workspace name:
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Curated tools, data, and workspaces in the Terra Libraries

Terra includes libraries of curated workflows, showcase workspaces, and data to help with building a custom workspace for your use case.

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For more details of resources available in the libraries, see the Building workspaces using the Terra Libraries article.

For more on showcase workspaces, see Template and tutorial workspaces

Terra Support

In addition to direct individual support (via the forum or the embedded "Contact Us" form) we provide a comprehensive database of documents and other resources to help users help themselves. Clicking on this link will take you to the Terra Support knowledge base, which includes the following sections:

Terra Support Home

Self-service learning resources including online Terra University courses in Leanpub and a Getting Started section with articles on setting up billing, security, and workspaces on the Terra platform to help you get started quickly.

Documentation and a community forum round out the self-serve options. 

Blog

Read stories from the trenches of how new features and improvements are making it easier to do work on Terra in the blog.

Training Events

A collection of slides, videos, workspaces, and more from previous workshops and training events.

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Contact us directly

The menu bar also includes the "Contact Us" button, which calls up an integrated form for submitting questions/comments directly to Terra Support.

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