rtBiz Terminology

You may go through the following terminology in order to understand this documentation better. It will bring you on the same ground with us to understand rtBiz in a proper way.

• Organisation – The company which is using rtBiz.
• Employee – Member of the organisation, which is using rtBiz
• Products – Products and services offered by the organisation.
• Departments – Working units of the organisation.
• Contact – Core entity of rtBiz. Represents a individual, client, vendor, customer, company employee.
• Company – Represents an enterprise, firm. It basically a group to which a cluster of contacts belong to. Contacts under a Company represents that they are part/employee of that company.
• ACL – Access Control Lists
• Assignee – Organisation’s ‘Employee’ (WordPress user) to which a contact/company is assigned to.
• Attributes – Attributes are used to add dynamic taxonomies to WordPress post types. They can be used to further categorize and group the posts conveniently.
• WordPress User – A user which has an account on organisation’s WordPress.
• Contact Group – Group to which contact belongs. The groups are Customer, Employee, Vendor.
• Customer – Organisation’s client/customer.
• Employee – Organisation’s employee.
• Vendor – Organisation’s Vendor.
• Entity – Contact, Company, Ticket, Lead, Asset, Bundle etc.
• Profile Level Settings – Settings available for a Contact or an Employee (WordPress User).