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).