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Glossary
The words Orbinly uses, in plain language.
| Term | Meaning |
|---|---|
| Agency / workspace | Your account in Orbinly: your team, clients, data and settings. |
| Owner / admin / member | The three team roles. See Team members and roles. |
| Client | A company you do work for. Plans limit how many you have. |
| Contact | A person at a client who can sign in to the portal. |
| Owner contact | A client's main contact, with full access, who can invite colleagues. |
| Portal | The branded site your clients use. |
| App | An optional tool you turn on from the App Library. |
| Card / tile | A box on a dashboard that you can move, make bigger or smaller, and remove. It snaps to a tidy grid, and its content adapts to the size you give it. |
| Role (contact) | Billing and/or work access for a contact. See Contact roles and permissions. |
| Tag | A label on a client that can add a message or hide apps. See Client tags. |
| Custom field | An extra detail you track on clients. See Custom fields. |
| Archive | Pause a client: portal off, data kept, restorable. |
| Draft | Created but not sent or published yet. Only your team sees it. |
| Sign-in link | A one-time email link that signs a client in. See How clients sign in. |
| Stripe Connect | How your own Stripe account is linked so client payments go to you. |
| Webhook | A message Orbinly sends to your URL when something happens. |
| Sub-processor | A company that handles data on Orbinly's behalf. See Sub-processors. |
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