Glossary

Glossary

Terms as the product's screens use them. Where the screens and the technical side differ, both are given.

Term

Meaning

Space (also workspace, project)

Your container for documents, tables, people and settings. The screens say Space in most places and project in a few (for example Duplicate project); the address bar, the API and the AI tools always say project. These manuals say space

Owner

A person with the Owner right on a space. Can do everything in the space. See the

Billed to

The one owner whose account the space counts against (seats, AI credit, storage). Only this person can delete the space

Administrator (platform / instance)

Someone who runs the whole installation, not your space. Controls email sending, payment providers, file storage, captcha and AI providers. Not the same as the Admin invite role

Admin (invite role)

A preset that gives Editor rights plus Manage Members, Manage External Users and Manage Working Calendar. Not Owner

Right

A permission on a person or group, on the whole space or one item. See the matrix

Group

A named set of people that rights are granted to. Has an audience: Internal, External or Mixed

Audience

Whether a group holds your team, your customers/partners (portal users), or both

Team member / internal user

Someone with an account who works inside the space

External user / portal user

A customer or partner who signs in to your portal. Separate account type from team members, with separate sign-in

Portal (External portal)

The sign-in website your external users see: only what you expose to them

Navigator

The tree on the left: folders and documents

Folder

A container. Can restrict access and be exposed to the portal as a whole

Document

A rich-text page, edited together in real time

Data table (table)

Rows and typed columns. Customers, invoices, orders and tasks are all tables

Form

A page that collects data and writes it into a table

Dashboard

Charts, numbers and tables that summarise data

Spreadsheet

An Excel-compatible workbook

Link

A shortcut in the navigator to another document or a saved table view

Site

A public shop or booking website built from your tables

Connector

A link to an outside service: payments, delivery, CRM, telephony, speech, addresses

Connection (front-app connection)

The binding between your space and a custom front-end application. Developer-facing

Channel / endpoint

A way customers reach you: email, Telegram, WhatsApp, MAX. Each configured one is an endpoint in Inbound Messaging

Inbox

The shared place where incoming messages from all channels are handled

Document state

A status a document or row moves through (for example Draft → In progress → Finished)

Automation (rule)

"When this happens, do that": runs automatically on a trigger

Agent

An AI assistant configured for the space

Seat (editor seat)

A paid slot used by each person who can edit. Read-only people use none

Published

Visible to anyone with the link, no sign-in. Needs both the item and the space to be published. Publishing an item, including a form, publishes the space too

CORS allowlist

The list of website addresses allowed to talk to your portal from a browser. Every entry is a trust grant

Slug

The short address part of a space (for example acme in /acme)