Automation - refers to the use of technology, software, or tools to streamline repetitive tasks, improve efficiency, and reduce manual effort. It enables workflows to run with minimal human intervention, increasing productivity and accuracy.
Active Spaces - A group of Workspace Members working on a common purpose.
Active Portals - Centralized workspace for seamless team interaction.
Activity Logs - Track all activity within your workspace for full transparency.
AI Routing - Automatically route tasks and data based on predefined rules.
Annotation Tools - Collaborate visually with tools for marking up shared content.
Async Meeting Tool - Record meetings from Google, Microsoft, or Zoom for later viewing.
Automation & AI – Using automation tools and AI-driven solutions to improve productivity and reduce manual work.
BIMI (Brand Indicators for Message Identification) - allows companies to display their logo next to their emails in the recipient’s inbox, helping users recognize legitimate emails and avoid phishing scams. The logo only appears if the email passes DMARC checks.
Branded Links - are shortened URLs that use your company's name or a recognizable part of your brand in the link itself. Instead of a generic, random string of characters, they incorporate your brand, making them more trustworthy, memorable, and professional.
Branded Short Links - Create short, branded URLs for sharing across teams and with clients.
Channels - Channels are simply an app-agnostic way to organize files, urls and other assets across platforms in one place.
Collaborator - Collaborators are people who need access to a Space, but are not a member of the Workspace.
Collaborator - Collaborators are people who need access to a Space, but are not a member of the Workspace.
Custom Portal Domain - lets you personalize the web address of your online portal to align with your company's branding and create a more personalized user experience.
DKIM (DomainKeys Identified Mail) - adds a digital signature to outgoing emails, ensuring that the message hasn’t been altered during transit. It proves the email’s authenticity by verifying the sender’s identity.
DMARC (Domain-based Message Authentication, Reporting & Conformance) - helps protect against email fraud by verifying that the email is actually from the sender it claims to be from. It gives email providers instructions on what to do if a message doesn't pass authentication checks (e.g., block or flag it).
Email Authentication (ASAP) - Implement DMARC, DKIM, SPF, BIMI, and MTA-STS for advanced email security.
GDPR, CCPA, HIPAA Compliant - Adhere to major regulatory standards for data protection and privacy.
Google Docs Connector - This refers to a software component or integration that acts as a bridge between a Google Doc and another system (often a website). It's responsible for fetching the content from a Google Doc, detects changes, and then updates a website or other system by converting that content into HTML
Help Desk - a centralized support system designed to assist employees, customers, or users with technical issues, service requests, or general inquiries. It acts as a single point of contact for troubleshooting, problem resolution, and IT or operational support within an organization.
Home Dashboard - View key metrics and track ongoing tasks and projects.
Integration - refers to the process of incorporating various information technology systems, tools, and software into a company's operations to ensure seamless communication, collaboration, and efficiency. This can include integrating cloud services, enterprise resource planning (ERP) systems, customer relationship management (CRM) platforms, cybersecurity solutions, and other digital tools to create a unified and efficient work environment.
Kanban Boards & Calendar View - Visualize and manage your tasks in multiple views for better organization.
MTA-STS (Mail Transfer Agent Strict Transport Security) - ensures that email messages are securely transmitted over encrypted connections between mail servers, helping protect against email interception.
OIDC & SAML Authentication - Integrate with Google and SAML for secure user management.
PCI DSS & ADA Compliance - Secure financial data handling and accessibility compliance.
Performance Monitoring – Tracks response times, resolution rates, and user satisfaction.
Portals - is a centralized digital platform that provides employees, teams, or external stakeholders with access to tools, information, and resources necessary for their work. It acts as a gateway to various applications, data, and services within an organization, improving collaboration, communication, and efficiency. Portals are independently hosted websites where users can interact with their clients.
Profile - refers to the set of personal and organizational information associated with a user account. It includes details such as:
Workspace admins can manage user profiles via the Admin Console, and users can update certain profile details in their Account settings.
Scheduled Reports - Automate reporting with scheduled delivery to keep stakeholders informed.
Screen Recording - This feature allows for the creation of screen recordings without watermarks, suitable for training and tutorial purposes. Unlimited recordings on all plans except Starter (10 recordings max)
Seats - Refers to the number of user licenses purchased for an organization's subscription. Each seat represents an individual user who has access to Workspace services. Below is a detailed breakdown of what "seats" mean in different contexts within a Workspace:
Shared Contacts - Easily access and share important contacts across your workspace.
Shared Inbox - A shared inbox is an email inbox that multiple people on a team can access, manage, and respond to messages from a single email address (e.g., support@company.com or sales@business.com). It’s designed to improve collaboration and efficiency by allowing team members to handle emails together without forwarding or CC'ing messages.
SLA & CSAT Reports - Track service levels and customer satisfaction metrics.
Smart Chips - are interactive elements that you can insert into your document to provide quick access to more information about people, files, events, locations, and more.
SOC II Type 2 & ISO/IEC 27001 - Meet industry standards for data security and management.
Space(s) - A place where specific groups of people can chat, share files, assign tasks, and stay connected. Specific tasks, collaborations, or activities take place.
Sync for Procore - Sync your Smartsheet or Microsoft Project schedules with Procore
SPF (Sender Policy Framework) - checks that an email is being sent from an authorized server for a given domain. It helps prevent spammers from sending fraudulent emails that appear to come from a trusted domain.
TLS (Transport Layer Security) - encrypts email content during transmission, keeping it secure while traveling across the internet and preventing unauthorized access or tampering.
User - refers to an individual who has access to and interacts with the workspace environment, created within the organization whether it's a physical office, digital platform, or collaborative system. Users can have different roles, permissions, and responsibilities depending on the workspace structure.
Each user has a unique email address and access to various services like Gmail, Drive, Docs, Meet, and more, depending on their assigned permissions and roles.
Visual Process Builder - Build and manage workflows with a visual tool.
Workflow - refers to a structured sequence of tasks, processes, or activities designed to accomplish a specific goal efficiently. It defines how work moves from one step to another within a workspace, ensuring consistency, collaboration, and productivity.
