RESOURCES > Workplace Glossary

Workplace Glossary

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  • 2-FA is a security process used to confirm the identity of an authorized user, which (in the case of Autotask Workplace) consists of two authentication factors: Knowledge factor: Autotask Workplace username and password, and Possession factor: Either Google Authenticator (recommended) or a SMS (text message) Authentication by two independent factors decreases the risk of an intruder gaining access to and stealing your personal data or identity. Two-Factor Authentication may also be referred to as "2-FA" or "two-step verification."
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  • Branding is the ability to customize your team name, logos, support information, support emails, and color theme in Autotask Workplace, Desktop, Server, and Mobile.
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  • Comments are user-created notes attached to a project, folder, or file. Comments are a mechanism for collaboration and remain associated with the project, folder, or file, providing a clear and simple overview of conversation relating to the project, folder, or file.
  • Configuration is the area within Autotask Workplace Online that allows you to customize your site, add your integrations, and configure the site-wide policies that dictate how Autotask Workplace will behave for your team.
  • A connection is a restricted user with a named Autotask Workplace account. Connections do not have storage quota allocated to them, they cannot create projects, and they cannot see all members and connections on the team.
  • A contract is a PSA entity that governs the billing of Workplace services. A recurring Service contract is used to manage the monthly or yearly billing of Workplace seats and storage. It allows you to customize the price of Workplace services for a specific client.
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  • The dashboard is an integrated, intelligent overview of all your recent project activities in Autotask Workplace.
  • A device is computing device that has access to Autotask Workplace, including both mobile devices and computers.
  • The DeviceID is a unique number that identifies a device running Workplace Desktop or Workplace Mobile.
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  • A favorite is a project, folder, or file attribute that makes the item easier to locate.
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  • A group is a collection of members and/or connections. Groups can be share recipients, thus making sharing simpler and more convenient.
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  • A Workplace license is used to provision a member or connection so that they may access the service.
  • Any Autotask Workplace user can be a team member, connection, administrator, or super administrator in multiple team accounts. For example, a user may be an administrator on one team, a team member on another team, and a connection to a third team. Linked team accounts provide an easy way to switch from one account to another. When you participate in multiple teams, they are referred to as "linked teams," or "linked team accounts."
  • A LiveLink is an intelligent link from the Autotask PSA interface to external applications or web sites, or other areas of Autotask. They are used to transfer information from PSA to Workplace.
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  • A member is any user with a Autotask Workplace account and the ability to be allocated storage within the Autotask Workplace environment.
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  • A notification is an automated message to alert specified users of a particular event. Notifications are a mechanism for collaboration.
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  • An opportunity is an Autotask PSA entity that allows you to track forecasted sales, including sales of Workplace services. Autotask provides a workflow from creating an opportunity and a quote to provisioning a Workplace team from PSA.
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  • A policy is a configurable site-wide setting that dictates how Autotask Workplace will behave for your team.
  • A project is a top-level folder within Autotask Workplace. A project is the primary container for all the folders and files that are synchronized by the Workplace service. Projects create the basic organizational structure to store data and control user access.
  • A public link is a URL that allows users that do not have a named Workplace account to access a project, folder, or file within Autotask Workplace.
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  • A quota, or storage quota, is the amount of storage space allocated to an individual Workplace team member.
  • A quote is a form that allows you to propose specific products and services at specific prices to a customer or prospect. A quote must be associated with an opportunity. Quotes can be shared with a customer via a Web browser.
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  • A share recipient is a user or group to which permission to a project, folder, or file has been granted.
  • Shares are permissions set on a project, folder, or file which determine the level of access extended to specified users and groups.
  • An interactive badge displayed when opening a Microsoft Office document synced via Workplace to your Mac.
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  • A team is an entity, usually a company, which subscribes to the Workplace service. A team is made up of members and connections.
  • A team key is a unique alphnumeric code used by the system to deploy Workplace Desktop to desktop or laptop devices.
  • A team link is a URL to a project, folder, or file that members can use for direct access.
  • The TeamID is a unique number that identifies a Workplace team.
  • A ticket is a service request added to Autotask PSA by your customers, internal employees, or remote monitoring software. A ticket LiveLink can be used to provision a team.
  • U
  • A user is anyone with access to Workplace.
  • The UserID is a unique identifer for a member or connection within a Workplace team.
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  • "Workplace" describes the Autotask Workplace service in its entirety.
  • Also known as the Workplace Desktop app, and in the context of this documentation, simply "the app," Workplace Desktop is the software installed on a computer that is responsible for synchronizing data between the local drive and the cloud.
  • The Workplace Folder is a folder created on the local drive of a computer which contains the synchronized folders and files from the associated Workplace account.
  • Workplace Manager is an online portal that allows resellers of Workplace services to manage their reseller account, as well as their client teams.
  • Workplace Mobile is the Workplace application designed specifically for the various mobile platforms, providing access to Autotask Workplace.
  • Workplace Online is the web portal that users within a team can use to access their data and administer their team.
  • Workplace Server is a component of the Autotask Workplace service. It makes all your files accessible through Workplace while retaining local, centralized data storage so that your data is also available via your local area network (LAN). The Workplace service keeps all data on your LAN accessible internally and in sync with Workplace.

 

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