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) |