Glossary
The words Enclessa uses, and what each one means
The terms you meet in Enclessa and its guides, in alphabetical order.
| Term | Meaning |
|---|---|
| Activity | Mentions and notices from every app that are waiting for you. Mentions stay until you read the channel; notices until you open them. See Chat. |
| All apps | The grid icon at the end of the app row: every app you may open, grouped, with pins. See Finding your way around. |
| App (or module) | One part of Enclessa, such as Chat, Time or Finance. An app appears once your organisation installed it and somebody gave you a role in it. |
| Booking link | A public page the product hosts where people outside the organisation book the appointment types the link offers, until the date it stops working. See Bookings. |
| Bot | An account a program holds. It signs in with a token instead of a password, carries only the scopes given to that token and reaches only the rooms somebody added it to. See Administration. |
| Bundle | A set of modules an organisation of one kind usually starts with, installed together from the Marketplace with whatever they need. See Marketplace. |
| Channel admin | A member who manages one room and who is in it. See Chat. |
| Companion | The built-in AI assistant. It acts as you and asks before it changes anything, unless you set a tool to Just do it. See Companion. |
| Countersignature | The customer's signature on an issued contract — signed online through Signing or uploaded as a scan — filed as the contract's Countersigned document. See Contracts. |
| Customer Center | The customer's own sign-in, where people at a customer work through an onboarding, read and sign documents, book appointments and see invoices. See Customer Center. |
| Document packet (packet) | One or more documents sent to a customer in the Customer Center, each asking for reading, acknowledgement or a signature, with its recipients and due date. A packet is frozen once sent. See Send a document packet. |
| Elsewhere | The Calendar's overlays from other modules — absences, appointments, board due dates, project dates, reminders — each with its own toggle. They are read-only and managed in their own module. See Calendar. |
| End-to-end encrypted room | A room where only the members' devices hold the keys. The server relays what it cannot read: no server search, no export, no bots. Its header carries a lock and "Encrypted". See Chat. |
| Endpoint | In Incidents, the connection an alert source (Prometheus Alertmanager or Grafana) sends to. It decides the room an incident is posted in and the rotation that is paged. See Incidents. |
| Engagement | In Finance, a record that tracks one sale's legal steps from the first question to the archive: the terms, the withdrawal notice, the acceptance, the data processing agreement, the handover. See Run an engagement. |
| Envelope | One or more PDFs sent for signature, with its recipients, signing order and sealed result. See Signing. |
| Explain access | The console screen that tells you, from the server, whether a person may do something and why — with a what-if that saves nothing. See Access and roles. |
| Grade | A person's standing in the organisation: owner, administrator or member. See Access and roles. |
| Group | A working group inside one team. A team is the container, a role says what somebody may do, and a group says what they work on. See Manage groups. |
| Guest | Somebody invited to particular chat rooms and calls only. Guests take no seat on the plan. |
| Hours account | In Time, your recorded hours against your expected hours through the year. The difference is your Balance, shown at the foot of Time's sidebar. See Time. |
| Journey | In the Customer Center, a template of steps — to read, video, questionnaire, upload, signature, appointment or confirmation — that an onboarding runs through. Changing a journey never changes onboardings already running. See Build a journey. |
| Legal hold | In People, a hold that outranks every retention rule and erasure for the records it covers. See People. |
| Managed room | A room the server can search, retain and export. Its header says "Managed". See Chat. |
| Marketplace | The console page that installs apps and decides who gets them. See Marketplace. |
| Organisation | Your company's own Enclessa. One account can belong to several; switch from the organisation name at the top of the sidebar. |
| Owner | The person who holds every permission in the organisation, including billing. Only the owner may hand the organisation over. See Billing. |
| Palette (search palette) | ⌘K (Ctrl+K): jump to any app, page or setting, and search records and messages. See Search and jump. |
| Portfolio | In Projects, every project grouped by health, worst first, read from the updates owners write. See Projects. |
| Reply proposal | A draft answer a language model prepares for a conversation in a shared mailbox; nothing is sent until a person takes it into their own draft. See Mail. |
| Role | A set of permissions in one app or in the console, given to a person, team or group. See Access and roles. |
| Rotation | In Incidents, the on-call order: who is paged, with a daily or weekly handover and how long to wait before escalating to the next person. People with an approved absence are skipped. See Set up on-call. |
| Scheme | A named set of team roles that teams stay bound to. A change to a scheme is written through to every bound team. See Edit roles. |
| Sidebar | The column on the left: organisation, your pinned apps, the open app's own list, and your account at the bottom. See Finding your way around. |
| Smart list | In Reminders, a list that collects reminders by rule rather than by list: Today, Scheduled, Flagged, Assigned to me, All and Completed. See Reminders. |
| Standing question | A request the Companion runs on a schedule. Its proposals wait under Waiting for you until you approve them. See Companion. |
| System console | Where administrators run the organisation: people, access, settings, Marketplace, audit. See Administration. |
| Tax reserve | In Finance, the amount to put aside for VAT and income tax from the documents that contribute to it. Enclessa shows the amount and payment details; it does not transfer any money. See Set aside the tax reserve. |
| Team | The container for channels and people. Being in a team puts you in its public channels; team roles decide what you may do there. See Access and roles. |
| Ticket | A conversation in a shared mailbox tracked with a status, priority, assignee and response targets. See Mail. |
| Today | Your day assembled from every app; nothing is stored there. See Today. |
| Your account | Settings that belong to you: profile, security, devices, notifications, sidebar. See Your account and settings. |