Glossary

Plain-language definitions of the terms used across Contents Capture. Note that your organization may have renamed some nouns in Terminology, so "Team" below might read "Crew" in your console; the meaning is identical.

Structure

Organization Your whole company. The top of the hierarchy, holding business units, teams, users, and all their work.

Business unit A division inside an organization: a region, a line of business, or an event-level operation. Contains teams and can have its own admin.

Team A durable group of people who work losses together. Assignments, profiles, and capture-setting defaults all belong to a team.

Member A role for regular field staff: capture media and view media, within their teams.

Collaborator A role like member, but scoped to specific assignments by invitation. The standard way to bring in contractors.

Observer A view-only role, scoped to specific assignments by invitation. For carrier representatives and oversight.

Roles

Org admin The top role: everything in the console, including webhooks, integrations, and Mission Control.

Business Unit admin Everything except webhooks and integrations. Typically runs a division.

Team admin Runs a team day to day: members, profiles, assignments, access grants, and audit access.

Work

Assignment A unit of work, usually one loss. Created inside a team from a published capture profile, with capture settings snapshotted at creation.

Capture profile The form/schema attached to assignments: the entities and fields adjusters fill in, for example "Loss Information" or "Item".

Entity A named collection of fields inside a profile, with a cardinality (single or many) and a scope.

Field One question or data point inside an entity. One of 15 types, from text to signature. See Field types.

Scope Where an entity's fields attach: the assignment as a whole, each location, each group, or each media item.

Published / draft / archived profile The profile lifecycle. Drafts are editable; published profiles are locked and usable for assignments; archived profiles are retired.

Snapshot A frozen copy taken at assignment creation. Assignments snapshot both the profile schema and the capture settings, so later changes never alter existing assignments.

Capture

Capture settings The evidence rules applied to every capture: timestamping, GPS metadata, proxy requirement, and watermark. See Capture settings.

Watermark A visible mark burned into review copies of captures: time, user, location, assignment, custom text, and a logo. The original master always stays clean.

Proxy A compressed copy of a capture used for fast review in the console. The original is always retained alongside it.

Submission A locked, immutable hand-off of media from the field. Creating one locks every included item read-only. See Submissions and media.

Sync state Where a media item is on the path from device to server: captured, processing, queued, uploading, synced, or failed.

Operations

Mission Control The org-admin live operations view: a real-time feed, field map with GPS trails, and per-adjuster productivity stats. See Dashboards and Mission Control.

Automation

Workflow An event-driven automation: when something happens, send messages, update statuses, or call webhooks. See Workflows.

Trigger The event that starts a workflow, for example submission.created.

Condition A branch in a workflow that runs steps only when checks pass, such as "status equals submitted".

Run One execution of a workflow. The runs feed shows every run with per-step detail and replay.

Template A reusable, versioned email or SMS message with {{variable}} placeholders, used by workflow send steps.

Webhook An outbound HTTP POST to your URL when events happen, signed so you can verify the sender. See Webhooks.

Signing secret The per-endpoint secret used to sign webhook deliveries. Shown once at creation; store it safely.

Integration token A read-only bearer token giving a partner app access to your org's assignments and media. See Integration tokens.

System

Audit log The record of every significant action in your org: actor, subject, source, IP, and detail, including denied actions. See Audit log.

Impersonation A support capability where platform staff act as a user to diagnose problems. Every impersonated action is recorded in the audit log.

Terminology The org-level renaming of the eight platform nouns (business unit, team, assignment, location; singular and plural) across the console and mobile app.

Assignment visibility The role-by-status matrix in Settings controlling which assignment statuses each role sees in the mobile app, enforced server-side.