IntelligenceBank is a highly configurable platform that allows Main Admins of the platform the ability to use terminology specific to each client or use case. Consequently there may be terms within your platform that may appear differently on the Helpdesk.
The table below contains a guide to the main areas of the platform and common alternative terms that you may find within your platform. You can click on the names to find more information about each respective module or area.
|Module/Default Terminology||Common Alternatives||Includes|
|Admin||Templates, Workflows, Groups, Users, Divisions, Filters, Alerts, Registration, Module Customisations, Languages|
|Agendas||Meeting Agenda, Board Packs||Agendas, Agenda Builder, Board Hub App|
|Calendars||Meeting Planner, Events Calendar|
|Custom Forms / Form Builder||Form Template|
|Custom Pages||Brand Guidelines|
|Dashboards||Traffic Control, Workload Overview, Reporting|
|Databases||Campaigns, Registers, Marketing Calendars, Projects, Forms|
|Records||Briefs, Tasks, Forms, Campaigns, Milestones, Projects|
|News||Newsletter, Company Updates, Team News|
|Reports||Usage Analytics, Reporting|
|Resources||Assets, Documents, Files, Media, Resource Library, Images, Gallery|
|Stats Reports||Reports, Statistics|
|Workflows||Approvals, Review Centre, Staging Area|
|Web to Print||Creative Templates, Local Area Marketing, Templating|
If you would like us to include other terminology, or if you have any questions, please contact your Customer Success Manager.
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