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Learn About the Customer Portal

Helios Help Center Expert Guides Helios Help Center Learn About The Customer Portal The Customer Portal is your dedicated workspace on Helios: a connected, unified environment built specifically for manufacturing businesses. While experts use Helios to offer their skills and win work, the Customer Portal gives you everything you need to find the right expertise, manage engagements, organize operations, and keep work moving forward, all in one place. The portal is organized around how businesses actually work: build your profile to get discovered, use the hiring tools to find and engage experts, manage active engagements through contracts, and use the Productivity Tools to digitalize your operations and support your team. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Customer Portal Navigation 💼 The Three Ways to Hire Expertise 🔍 Finding and Evaluating Experts 🏢 Business Listings 🛠️ Everyday Tools 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Manufacturing businesses, machine shops, and industrial organizations that want to find expert talent, manage operational work, and organize resources, without the cost and complexity of subscribing to multiple platforms. 🎥 Video Tutorial ⭐ Key Features A dedicated navigation structure – separate from the expert portal Business Profile (My Profile) – manage your company presence, capabilities, products, and information Hire Expertise section – find and engage experts through Services, Gig Postings, and Quick Tasks Explore section – discover Experts, Businesses, Catalogs+, and Events across the manufacturing network Everyday Tools – use Helios Drive, Bookmarks, Equipment, Activities, Rewards, and Ideas & Feedback Dashboard – get an overview of your business activity, engagements, tasks, and platform updates Message Hub – manage conversations and stay connected with experts, businesses, and other members 🏷️ Key Terms Customer Portal The dedicated portal environment for businesses on Helios, accessed after logging in with a business account. Business Profile Your public-facing company page, showcasing your capabilities, equipment, certifications, industries served, and verified business details. Business Listings The searchable directory of manufacturers, suppliers, and service providers across the Helios ecosystem. Expert Services Pre-packaged expert offerings with defined scope, deliverables, and upfront pricing that businesses can browse and request directly. Custom Gig Posting A structured project posting that invites qualified experts to submit tailored proposals. Quick Tasks Short, fast-turnaround requests for focused expert help without full project setup. Contracts The workspace where active engagements are managed, including milestones, work records, files, messages, and payments. Productivity Tools The suite of operational tools available to all Helios members, including Catalogs+, Smart Bookmarks, Helios Drive, Equipment Upkeep, Activities, and Global Search. 🖥️ Understanding the Customer Portal Navigation The left navigation panel organizes everything you need into clear sections, while the main panel on the right displays the content for whichever section you have selected. Welcome, My Profile, Dashboard & Message Hub Welcome is your starting point when you first log in. My Profile manages your Business Profile. Dashboard provides an overview of your active engagements, profile completeness, and platform activity. Message Hub keeps all conversations with experts and active contracts in one place. Hire Expertise Contains the three ways to engage experts (Services, Gig Postings, and Quick Tasks), everything you need to find, post, and manage paid expert work. Explore Contains Experts, Businesses, Catalogs+, and Events. Browse the expert directory, discover manufacturing businesses and partners, access the industrial catalog library, and find industry events. Everyday Tools Contains Helios Drive, Bookmarks, Equipment, Activities, Rewards, and Ideas & Feedbacks, your operational workspace for file storage, saved references, asset tracking, team task management, and platform engagement. 💼 The Three Ways to Hire Expertise Helios supports three flexible ways to engage manufacturing experts, giving you the simplicity of e-commerce with access to specialized talent, transparent pricing, and secure transactions. 🛠️ Expert Services Experts create ready-to-use packages with defined scope, deliverables, and upfront pricing. Browse the Services marketplace, select the offering that fits your need, and get started quickly with confidence. No back-and-forth required to understand what you are getting. 📌 Custom Gig Posting Post a custom gig for a specific or complex project. Define your scope, requirements, and expected outcomes, and receive tailored proposals from qualified experts ready to execute. Best for projects where you need a targeted solution built around your situation. ⚡ Quick Tasks Built for fast, focused needs that require quick turnaround. Ask questions, request troubleshooting, get a second opinion, or get fast support without the setup of a full project engagement. Three Ways to Hire Expertise → 🔍 Finding and Evaluating Experts Every expert on Helios has a detailed, tailored profile designed to showcase real-world skills and experience. Expert profiles include in-depth skills, competencies, certifications, industries served, work samples, and work preferences, giving you the information you need to evaluate fit before any conversation begins. Browse the Experts directory to search and filter by skills, industries, certifications, work mode, and hourly rate range. You can also discover experts through their published Service listings in the Services marketplace. 🏢 Business Listings Beyond hiring experts, Helios includes a searchable directory of manufacturing businesses, suppliers, and service providers across the ecosystem. Business profiles go far beyond basic listings. Businesses showcase capabilities, equipment, certifications, industries served, materials, and verified business details. Use Business Listings to evaluate potential partners, vendors, subcontractors, or collaborators based on detailed, structured data. 🛠️ Everyday Tools Beyond expert collaboration, Helios includes a suite of productivity tools designed to digitalize your operations, straightforward enough for your team to adopt and actually use, without the cost and complexity of subscribing to multiple platforms. 📚 Catalogs+ A single place to search, manage, and organize tooling catalogs from hundreds of brands. Browse and move through catalog pages smoothly, bookmark key references, and locate and share product information instantly without hunting across individual supplier websites. 🔖 Smart Bookmarks Save catalog pages, PDF pages, and files into organized collections by project, machine, job, or any other way that fits your workflow. Use PageWeaver to combine bookmarked pages into a single PDF for sharing or project reference. 📁 Helios Drive Secure file storage for all your business documents, images, and project files in one organized workspace. Keep everything accessible to the right people whenever they need it. ⚙️ Equipment Upkeep Track equipment details, build a complete service history, log maintenance and preventive tasks, leave notes, and upload manuals and related files so you can reduce downtime and extend the life of every asset on the floor. 📋 Activities Bring daily work, maintenance tasks, and project-based work into one structured visual Kanban board. Keep your team aligned and work progressing smoothly, with full visibility into connected Equipment records and projects. 🔍 Global Search Instant access to anything across your workspace. Search experts, services, catalogs, equipment, activities, and files all from one unified search bar. 🔑 Step-by-step Guides How to Access the Customer Portal 01 Go to portal.helios.supplies and log in with your customer account credentials. 02 After logging in, you will land on the Welcome screen. 03 Use the left navigation panel to move between sections. 04 If you see an expert-facing view instead of the customer portal, check that you are logged into the correct account. How to Get Started as a Business 01 Complete your Business Profile. Go to My Profile and fill in all sections: company details, capabilities, equipment, certifications, industries served, and verified business information. 02 Click Share & Visibility and toggle Show in Discover Businesses to make your profile visible in the Business Listings directory. 03 Browse Expert Services. Go to Hire Expertise → Expert Services to see pre-packaged offerings available to request directly. 04 Post a Custom Gig. Go to Hire Expertise → Gig Postings → Post a Gig to invite proposals for a specific project. 05 Launch a Quick Task. Go to Hire Expertise → Quick Tasks → Post a Quick Task for fast, focused expert support. 06 Set up payments. Go to Settings → Setup Payments to connect your payment method through Stripe before your first engagement. ❓ Frequently Asked Questions Is the Customer Portal separate from the Expert Portal? Yes. The Customer Portal has its own dedicated navigation and tools designed for businesses. While some features like Catalogs+, Helios Drive, and Bookmarks are available to both businesses and experts, the hiring tools, Business Profile, and Business Listings are specific to the business experience. Do I need to complete my Business Profile before I can hire on Helios? You do not need a fully complete profile to post a gig or request a service, but a published profile helps experts evaluate your business before accepting work. A complete profile with capabilities, equipment, and verified details also makes your business discoverable in Business Listings. Can I use both the customer and expert portals with one account? Currently, customer and expert accounts are separate. If you need to operate as both a business and an expert on Helios, you will need separate accounts for each. Contact the Helios team through the Get Help panel for guidance. How does payment work for businesses? All payments on Helios are processed securely through Stripe. You must connect a payment method before completing your first engagement. Go to Settings → Setup Payments to add a card or bank account. Payments are held through Stripe's infrastructure until you review and accept completed work. Can multiple team members use the same workspace? Yes. Go to Settings → Manage Members to add team members to your workspace, assign roles, and manage access. Owner, Admin, and Member roles control what each team member can see and do within the portal. Do I need to subscribe to use the Productivity Tools? Core productivity tools including Catalogs+, Smart Bookmarks, Helios Drive, Activities, and Global Search are included with your Helios account. Additional storage can be added if needed. See Pricing → for details. 🔧 Troubleshooting I logged in but I see an expert portal instead of the customer portal. You may be logged into an expert account. Go to portal.helios.supplies and log in with your customer account credentials. If you are unsure of your account type, contact the Helios team through the Get Help panel. I cannot find the Hire Expertise section in my navigation. Hire Expertise is a customer-only section. If it is not visible, you may be logged into an expert account via expert.helios.supplies. My Business Profile is not appearing in Business Listings. Make sure your profile is published. Go to My Profile, Click Share & Visibility and confirm the Show in Discover Businesses toggle is active. Unpublished profiles are not visible to other users on the platform. I cannot set up payments in Settings. Go to Settings → Setup Payments and follow the prompts to connect your payment method through Stripe. If the Setup Payments option is not visible or the Stripe connection is failing, try a different browser or contact the Helios team through the Get Help panel. A gig I posted is not receiving proposals. Check that your gig is published and visible in the Gig Postings directory. Review the scope, requirements, and budget to ensure the posting is clear and competitive. You can also browse the Experts directory to find and directly message experts whose skills match your project. The portal navigation is not loading correctly. Try refreshing the page. If the navigation remains broken, clear your browser cache (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows) or try a different browser. If the issue persists, report it through the lightbulb icon → Ideas & Platform Feedback, or use the Get Help button to contact the Helios team. 💡 Tips for Getting the Most Out of the Customer Portal ⭐ Publish your Business Profile before anything else. A complete, published profile helps experts evaluate your business before accepting work and makes your company discoverable in Business Listings. ⭐ Set up Stripe payments early. You cannot complete any engagement or release payment to an expert until your payment method is connected. Go to Settings → Setup Payments before your first hire. ⭐ Use all three hiring methods depending on your need. Expert Services are ideal for well-defined, repeatable needs. Custom Gigs work best for complex or project-specific requirements. Quick Tasks are perfect for fast, focused support without full project setup. ⭐ Add your team members early. Go to Settings → Manage Members to give your team access to the workspace so activities, equipment records, files, and engagements are visible to the right people from day one. ⭐ Treat Catalogs+ and Helios Drive as your team's shared technical library. Store SOPs, manuals, and compliance records in Drive, and use Catalogs+ for vendor and tooling references. Consistent usage reduces duplication and keeps your team working from the same source of truth. ⭐ Connect Equipment records to Activities. Linking maintenance and inspection tasks to specific equipment builds a traceable service history for every asset on your floor — making it easier to spot patterns, schedule preventive work, and reduce unplanned downtime. Related Guides Create Your Business Profile Three Ways to Hire Expertise Request Expert Services Custom Gig Posting Launch Quick Tasks Digitalize Operations

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Profile Photos & Cover Images

Helios Help Center Getting Started Helios Help Center Profile Photos & Banner/Cover Images Your profile photo and banner image are the first visual elements people see in search results and on your profile card. They play a key role in building trust, credibility, and recognition before a user even reads your experience or skills. A strong, professional image setup helps improve profile engagement and increases the likelihood of being contacted for opportunities. Jump to: 🖼️ Profile Photo Guidelines 🏞️ Banner / Cover Image Guidelines 🚫 What Is Not Allowed ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🖼️ Profile Photo Guidelines Your profile photo represents you as an individual expert. ✓ Use a clear, real photo of yourself ✓ Ensure your face is well-lit and clearly visible ✓ Square crop recommended (center your face in the frame) ✓ Plain or softly blurred backgrounds work best ✓ Keep the image professional and current ✕ Avoid logos, illustrations, or AI-generated faces For Business Profiles: Use your official company logo instead of a personal photo. 🏞️ Banner / Cover Image Guidelines Your banner image represents your expertise or work environment. ✓ Use a wide landscape format (approximately 3:1 ratio) ✓ Choose imagery that reflects your field (e.g., manufacturing floor, machinery, quality inspection, engineering work, supply chain operations) ✓ Keep the image clean, professional, and high-resolution ✕ Avoid cluttered, low-quality, or watermarked images Free image resources (if needed): Unsplash — unsplash.com Pexels — pexels.com Pixabay — pixabay.com 🚫 What Is Not Allowed To maintain authenticity and trust across the platform: ❌ Using someone else’s photo as your identity ❌ AI-generated faces used as profile images ❌ Misleading or unrelated imagery ❌ Offensive, inappropriate, or unsafe content ❌ Copyrighted images without proper usage rights ❓ Frequently Asked Questions Can I change my profile photo later? Yes. You can update your profile photo or banner image at any time from your profile settings. Does my banner image affect search ranking? No. Banner images do not directly affect search ranking, but they can improve engagement and profile credibility. 🔧 Troubleshooting My profile photo is not uploading. Check the following: File format must be JPG, PNG, or WEBP File size may be too large — try compressing the image Ensure the image is not corrupted Try resizing using tools like Squoosh or TinyPNG and upload again 💡 Tips ⭐ Use a consistent, professional photo across platforms to improve recognition. ⭐ Choose a banner image that visually reflects your actual work — not generic stock imagery when possible. ⭐ Profiles with clear, human photos typically receive higher engagement than those without images. Related Guides Create Your Business Profile Create Your Expert Profile

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Uploading Certifications

UHelios Help Center Expert Guides Helios Help Center Uploading Certifications Certifications help demonstrate specialized knowledge, training, and professional credibility. They can be particularly valuable in regulated industries such as aerospace, medical devices, defense, food & beverage, and quality management. Adding certifications to your profile can improve discoverability and help businesses evaluate your qualifications more quickly. Jump to: 📜 How to Upload Certifications 🎖️ Common Certifications on Helios ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 📜 How to Upload Certifications 01 Go to Expert Profile → Certifications I Hold. 02 Click Add Certification. 03 Search for and select the certification or standard from the list. 04 Add any relevant details, such as the issuing organization, year obtained, expiration date, or renewal status if applicable. 05 Click Save. 06 Your certifications will appear on your profile and can be viewed by businesses evaluating your expertise. 🎖️ Common Certifications on Helios Quality & Compliance AS9100 AS9120 ISO 9001 NADCAP CMMC ITAR Safety OSHA 30-Hour ISO 45001 CSP NEBOSH Lean & Operations Lean Six Sigma ASQ CQE ASQ CQA Supply Chain APICS CPIM APICS CSCP ISM CPSM ERP & Technology Epicor SAP Other platform-specific certifications ❓ Frequently Asked Questions Should I add certifications that have expired? If a certification has expired, do not add it to your profile. Avoid presenting expired certifications as active credentials. Do certifications improve my visibility? Yes. Certifications may help businesses find your profile when filtering by specific standards, credentials, or areas of expertise. 🔧 Troubleshooting My certification isn't listed in the available options. Try searching for the parent standard or a closely related certification. You can add additional context in the details field if needed. If a commonly used certification is missing, submit a request through Ideas & Requests from the Help menu. 💡 Tips ⭐ Only add certifications you have legitimately earned or currently hold. ⭐ Keep certification details up to date, especially if credentials require periodic renewal. ⭐ Certifications are most effective when paired with relevant skills, experience, and work examples that demonstrate how you've applied them in real-world situations. Related Guides Learn About the Expert Portal Create Your Expert Profile How to Build a Strong Expert Profile

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Adding Skills & Competencies

Helios Help Center Expert Guides Helios Help Center Adding Skills & Competencies Your Skills & Competencies help businesses understand what you do best and how experienced you are in specific areas. They also play an important role in how Helios matches your profile to relevant searches, services, gigs, and opportunities. A well-built skills profile makes it easier for businesses to find you and assess whether you're the right fit before reaching out. Jump to: 🧩 How to Add Skills & Competencies ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🧩 How to Add Skills & Competencies 01 Go to Expert Profile → Experience & Skills. 02 Click Add Skill. 03 Select a Category (such as Maintenance, Operational Excellence, Quality, Supply Chain, or Manufacturing Engineering). 04 Select the specific Skill you want to add. 05 Choose a Maturity Level. 06 Click Save. 07 Repeat for your most relevant skills. Aim for 8–15 focused skills that accurately reflect your expertise. ℹ️ Maturity Levels Explained 🔹 Familiar (1): Basic awareness and limited practical experience 🔹 Developing (2): Some hands-on experience with guidance 🔹 Proficient (3): Able to work independently and consistently 🔹 Advanced (4): Deep expertise with the ability to lead or mentor others 🔹 Master (5): Recognized subject matter expert with extensive experience ❓ Frequently Asked Questions How many skills should I add? Aim for 8–15 relevant skills. Focus on quality over quantity. A profile with 10 highly relevant skills is often more effective than one with dozens of broad or loosely related skills. How should I choose my maturity level? Select the level that best reflects your real-world experience. Businesses may use maturity levels when evaluating experts, so accuracy helps create better matches and expectations. 🔧 Troubleshooting I can't find the skill I'm looking for. Try searching for a related term or browsing a broader category. If an exact match isn't available, select the closest skill and use your profile headline, summary, or experience section to provide additional context. I added a skill but it isn't showing on my profile. Make sure you've saved the skill before leaving the page. Refresh the page if needed to confirm the update. 💡 Tips ⭐ Choose specific skills whenever possible. "Root Cause Analysis" provides more value than a broad category such as "Quality." ⭐ Keep your skills list focused on areas where you can confidently deliver results. ⭐ Review your skills periodically and update maturity levels as your experience grows. Related Guides Learn About the Expert Portal Create Your Expert Profile How to Build a Strong Expert Profile

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How to Build a Strong Expert Profile

Helios Help Center Expert Guides Helios Help Center How to Build a Strong Expert Profile Your Expert Profile is your professional presence on Helios. It's often the first thing a business sees before deciding whether to contact you, invite you to a Gig, or purchase one of your Services. Jump to: ⭐ What Makes a Strong Profile? ☑️ Profile Completion Checklist 🌟 Best Practices ❓ Frequently Asked Questions 🔧 Troubleshooting ⭐ What Makes a Strong Profile? A strong profile helps answer three important questions: ✓ Can you do this? ✓ Have you done it before? ✓ Can I trust you? The more complete and specific your profile is, the easier it is for businesses to understand your expertise and find you through search. ☑️ Profile Completion Checklist For the best visibility and credibility, complete the following sections: ☐ Professional banner image and profile photo ☐ Hourly rate range ☐ Specific, outcomes-focused headline (a value proposition, not just a job title) ☐ Work style selected (Remote, On-Site, Hybrid, or Travel-Based) ☐ Professional summary ☐ Industries I Know ☐ Skills & Competence matrix ☐ Software I Use ☐ Machines Worked With (if applicable) ☐ Professional Experience ☐ Certifications I Hold ☐ Work I'Ve Done (portfolio examples) ☐ At least one published Service ☐ Profile Published 🌟 Best Practices 📸 Use a Professional Photo Choose a clear, professional profile photo and banner image. First impressions matter, and a polished profile helps build trust. ✍️ Write a Strong Headline Avoid generic titles like: ❌ Manufacturing Engineer ❌ Quality Consultant Instead, focus on the value you provide: ✅ Helping manufacturers reduce scrap and improve process performance ✅ Lean manufacturing specialist driving productivity improvements ✨ Why It Matters A strong headline tells businesses how you can help them. 🎯 Be Specific About Your Expertise Complete your Industries, Skills, Software, and Equipment sections with as much relevant information as possible. Businesses often use these fields when searching for experts. 💼 Showcase Real Experience Use the Professional Experience and Work I've Done sections to demonstrate your background and accomplishments. Include examples of: Projects you've completed Process improvements you've led Audits, assessments, or training you've delivered Results you've achieved ⚠️ Important Note Always remove confidential or proprietary information before uploading files. 🛠️ Publish a Service Services make it easier for businesses to understand exactly what you offer and how they can engage with you. Even a single Service listing can improve your visibility and help generate opportunities. 🔄 Keep Your Profile Updated As your experience grows, update your profile with new skills, certifications, work examples, and Services. An up-to-date profile helps maintain credibility and improves discoverability. ❓ Frequently Asked Questions Do I need to complete every section before publishing? No. Publish with what you have and continue improving your profile over time. An 80% complete published profile is far more valuable than a 100% complete profile that remains unpublished. How long does it take to build a strong profile? Most experts can create a basic profile in 15–30 minutes. A fully optimized profile with work examples, certifications, and Services may take a few hours. Can I edit my profile after publishing? Yes. You can update your profile at any time as your experience, skills, and offerings evolve. 🔧 Troubleshooting My profile completeness score isn't updating. Make sure you save each section before leaving the page. Some sections have their own Save button. If the score doesn't update immediately: Refresh the page Verify all required fields are completed Save the section again I published my profile but it's not appearing in search results. New profiles may take a few minutes to appear in search results. Also check that: Your profile is published Skills and industries have been added Your headline clearly describes your expertise Profiles with more complete information generally rank higher in search results. Businesses aren't contacting me. Review your profile and ask: Is my headline specific? Have I clearly described my expertise? Do I have work examples uploaded? Have I published at least one Service? Small improvements in these areas can significantly increase profile views and engagement. Related Guides Learn About the Expert Portal Create Your Expert Profile Adding Skills & Competencies

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Community Standards

Helios Help Center User Safety & Security Helios Help Center Community Standards Helios is a professional platform built for the manufacturing community. Everyone who joins (businesses, experts, vendors, students, and community participants) plays a role in keeping it useful, respectful, and trustworthy. These Community Standards describe what good participation looks like on Helios in everyday terms. They are not a substitute for the Code of Conduct or the Terms of Service , but they give members a practical picture of how to engage well on the platform. Jump to: 🤝 What Helios Expects From Every Member 🚫 What Is Not Acceptable on Helios 🤲 How to Handle Disagreements ❓ Frequently Asked Questions 💡 Tips 🤝 What Helios Expects From Every Member ✅ Be professional Helios connects people around real manufacturing work. Communicate clearly, honestly, and respectfully, whether you are messaging an expert, posting a gig, leaving a review, or participating in a community discussion. ✅ Be accurate Represent yourself, your credentials, your company, and your work truthfully. Inaccurate profiles, false claims, and misleading listings undermine trust for everyone on the platform. ✅ Be fair Engage in good faith. Do not manipulate reviews, mislead other users, or take advantage of the platform's processes for personal gain at someone else's expense. ✅ Be responsible Only share content, files, and information you are authorized to share. Respect intellectual property, confidentiality, and the privacy of others. ✅ Be constructive Disagreements happen. When they do, keep the conversation focused on the work, the issue, or the transaction, not the person. 🚫 What Is Not Acceptable on Helios The following behaviors are not permitted on Helios and may result in content removal, account restrictions, or suspension: ❌ Harassment, threats, intimidation, or abusive communication toward any user ❌ Impersonating another person, company, brand, or organization ❌ Posting false credentials, fabricated work samples, or misleading service descriptions ❌ Manipulating ratings, reviews, or platform discovery through inauthentic activity ❌ Sharing confidential, proprietary, or export-controlled information without authorization ❌ Uploading malware, phishing links, or malicious files ❌ Soliciting or facilitating transactions outside of Helios to avoid platform processes ❌ Posting content that is illegal, hateful, explicit, or harmful For the full list of prohibited conduct and enforcement consequences, see the Code of Conduct . 🤲 How to Handle Disagreements If a professional disagreement arises over a deliverable, a scope expectation, or a communication, the best first step is direct, professional communication through the Helios messaging system. Keep a record of what was agreed, what was delivered, and what was raised. If a situation cannot be resolved directly, Helios support is available to assist. ❓ Frequently Asked Questions Who do these standards apply to? Everyone who uses Helios: businesses, experts, vendors, suppliers, students, organizations, and community participants. What is the difference between Community Standards and the Code of Conduct? Community Standards are a practical, plain-language guide to everyday behavior on Helios. The Code of Conduct is the full policy document that defines all rules, prohibited conduct, and enforcement consequences. Both apply to all users. What happens if someone doesn't follow these standards? Helios may remove content, restrict access, or suspend accounts depending on the severity and pattern of the behavior. See Enforcement and Appeals for more detail. Can I report a user who is not following these standards? Yes. See Reporting a User for instructions on how to report policy violations, misconduct, or suspicious activity. 💡 Tips for Community Engagement ⭐ A complete, accurate profile builds trust before a single message is sent. Take time to represent your experience and credentials honestly. ⭐ Keep all communication inside the Helios platform. Off-platform conversations are harder to document and may not be eligible for support in a dispute. ⭐ If something feels wrong (a suspicious request, pressure to move communication off-platform, or an offer that seems too good to be true), report it before taking further action. Related Guides Reporting a User Account Bans Enforcement and Appeals Code of Conduct

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Internal Collaboration Features

Helios Help Center Digitalize Operations Helios Help Center Internal Collaboration Features to Digitalize Your Operations Helios includes a connected set of collaboration tools that help teams manage work, assets, documentation, and technical references all within a single Business Profile. Catalogs+, Bookmarks, Helios Drive, Equipment, and Activities are designed to work together rather than as standalone features. The result is a centralized workspace where teams can access technical references, organize personal resources, maintain documentation, track operational assets, and manage work all in one place. Jump to: 👥 Who Is It For? ⚙️ Collaboration Toolbox 🔗 How Everything Works Together ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Manage your team's work, assets, documentation, and technical references all within your Helios Workspace. These tools are built to replace disconnected subscriptions and scattered files with one connected operational workspace. ⚙️ Collaboration Toolbox 📘 Catalogs+ - Technical Reference Library Catalogs+ provides access to vendor catalogs, tooling references, machine documentation, and technical resources. Organize and manage technical catalogs Add annotations and comments for internal reference Save catalogs to Drive for long-term storage and team collaboration Quickly access supplier and manufacturer documentation ✨ Why It Matters Catalogs+ helps teams find and use technical information without searching through multiple sources. 🔖 Bookmarks - Personal Reference Workspace Bookmarks allows users to save and organize frequently referenced content. Save specific catalog pages directly from the Document Viewer Save files from Helios Drive Organize content into custom collections Search across bookmarked references Compile bookmarked pages into a custom PDF using PageWeaver Personal and visible only to the user who created them ✨ Why It Matters Bookmarks are ideal for organizing information by project, machine, supplier, customer, or area of responsibility. 📁 Helios Drive - Document and Knowledge Hub Helios Drive is the central repository for company documents and operational knowledge. Store SOPs, manuals, compliance records, quality documents, and internal references Organize files into shared or private folders Maintain a centralized source of truth for business documentation Control access through your Business Profile ✨ Why It Matters Helios Drive is designed to keep important information organized and accessible to the right people at the right time. 🔧 Equipments - Operational Asset Registry Equipments is the system of record for machines and operational assets on your Business Profile. Maintain structured records for equipment and assets Store maintenance history, notes, and operational details Track equipment across facilities and locations Connect equipment to operational work managed through Activities ✨ Why It Matters Equipment provides visibility into asset history and helps teams maintain accountability for maintenance and operational activity. 📋 Activities - Team Task Execution Activities is the operational workspace where teams plan, assign, and track work. Create and assign tasks to team members Set priorities, due dates, and status updates Link tasks to Equipment records or operational projects Track progress through Kanban stages: To Do, In Progress, Pending, and Done ✨ Why It Matters Activities is built for execution and accountability, helping teams manage daily work, maintenance activities, inspections, and operational projects. 🔗 How Everything Works Together Helios collaboration tools are designed to form a connected operational workflow — each tool handling a distinct layer of your operation, all accessible from one platform. 📂 Catalogs+ Provides technical references and vendor documentation. ↓ 🔖 Bookmarks Helps individuals organize the references they use most often. ↓ 🗄️ Helios Drive Stores company knowledge, procedures, manuals, and records. ↓ ⚙️ Equipment Tracks machines and operational assets ↓ ✅ Activities Manages the work being performed on those assets. 💡 Real-World Example 🔧 For example, a maintenance technician might use Catalogs+ to find a machine specs, save frequently referenced pages to Bookmarks , store maintenance procedures in Helios Drive , track the machine in Equipments , and manage repair work through Activities all in one connected workspace. ❓ Frequently Asked Questions Do all team members have access to the same information? Most collaboration features are shared across the Business Profile, including Activities, Equipment records, and shared folders in Helios Drive. Personal Bookmarks collections and private Helios Drive folders are only visible to the user who created them. Should we use Helios Drive or Catalogs+ for technical documentation? Use Catalogs+ to discover and reference vendor catalogs, tooling information, and technical literature from manufacturers and suppliers. When you need to collaborate with your team, you can save catalogs to Helios Drive alongside your company-owned documents, such as SOPs, work instructions, quality records, manuals, and compliance documentation. Can multiple team members work in the same areas at the same time? Yes. Helios is built for collaborative use. Team members can work within shared Activities, Equipment records, Drive folders, and Catalogs+ resources at the same time. Do we need to use every collaboration feature? No. Many teams start with one or two tools and expand over time. A maintenance team might begin with Equipment and Activities, while engineering teams often add Catalogs+ and Helios Drive to centralize technical references and documentation. 🔧 Troubleshooting Our team is struggling to find information quickly. Organize important references into Bookmarks collections and store finalized documents in clearly structured Helios Drive folders. Consistent naming conventions make content easier to search and retrieve across the team. Team members are not following the same process. Establish internal guidelines for where information should be stored and how work should be tracked. Consistent usage across your organization improves collaboration and reduces confusion. Our maintenance history is difficult to follow. Link maintenance and inspection activities to Equipment records whenever possible. This builds a clearer operational history for each asset over time. 💡 Tips ⭐ Start with Equipment and Activities if your goal is to improve maintenance tracking and operational accountability. These two features provide the fastest path to visibility across your team. ⭐ Store finalized SOPs, manuals, quality documents, and compliance records in Helios Drive so everyone works from the same source of truth. ⭐ Save frequently referenced catalog pages to Bookmarks instead of searching for them repeatedly. Organize collections by machine, project, supplier, or work cell. ⭐ Create consistent naming conventions for folders, equipment records, and projects. A little structure early on makes collaboration significantly easier as your workspace grows. ⭐ The most effective workflows connect all five tools: Catalogs+ provides technical references, Bookmarks organizes frequently used information, Helios Drive stores documentation, Equipment tracks assets, and Activities manages the work. Related Guides Tooling Catalogs+ Equipment Upkeep Activity Planning Secure Helios Drive Smart Bookmarks

Help

Claim Your Business Profile

Helios Help Center Customer Guides Helios Help Center Claim Your Business Profile Some businesses on Helios have directory listings that were created before an authorized representative joined the platform. These listings are known as unclaimed profiles. Claiming a Business Profile allows an authorized representative to take ownership of that listing and connect it to their Business Profile. During the claim process, you'll review existing listing information and choose what data should be carried forward. Once your claim is approved, you'll become the administrator of the Business Profile and gain access to business management features across Helios. Jump to: 👥 Who Is It For? 🏷️ Key Terms 🔑 How to Claim a Business Profile ✅ How Verification Works 📋 What Happens During Review? ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? This guide is intended for: Business owners and executives Authorized employees Company administrators Approved third-party representatives acting on behalf of a business 📌 Note You should only submit a claim if you are authorized to represent the company. 🏷️ Key Terms Unclaimed Profile A business listing that exists on Helios but has not yet been verified or managed by an authorized representative. Claimed Profile A Business Profile that has been verified and is actively managed by the company. Data Merge The process of reviewing listing information and selecting which data should be retained if the claim is approved. Your Data Information currently stored in your Business Profile. Listing Data Information currently associated with the unclaimed business listing. 🔑 How to Claim a Business Profile 01 Navigate to Businesses → Listings from the left navigation menu. 02 Search for the company you want to claim and open the listing. 03 Confirm the profile is unclaimed and click Claim This Business . 04 Review each section of the claim page and select which information you would like to keep. For most fields, you'll be able to choose between Your Data and Listing Data . 05 When you've finished reviewing all sections, click Submit Claim . 06 Confirm the submission when prompted. You will be notified that your profile will be unpublished and temporarily locked while the claim is under review. 07 If requested, provide additional verification information to confirm your affiliation with the business. 08 Monitor your email for updates or requests from the Helios team. 09 Once approved, you'll become the administrator of the Business Profile and gain access to its management features. ✅ How Verification Works To protect businesses from unauthorized claims, Helios reviews all profile claim requests before granting administrative access. Depending on the circumstances, you may be asked to verify your affiliation using one or more of the following: ✓ A company email address ✓ Business registration documents ✓ Employment verification documents ✓ An authorization letter from company leadership ✓ Company website or public business listings 📋 What Happens During Review? After you submit your claim: 📥 Your claim enters the verification queue ↓ 👁️‍🗨️ Your profile may be temporarily unpublished ↓ 🔒 Profile edits may be restricted while the claim is under review ↓ 📧 Helios may contact you if additional information is needed ↓ 🛡️ The claim will be approved, denied, or returned for additional verification 📌 Note Review times vary depending on the information provided and the complexity of the verification process. ❓ Frequently Asked Questions What happens after I submit a claim? Your claim is reviewed by the Helios team. During this time, you may be asked to provide additional information to verify your affiliation with the business. How long does the review process take? Review times vary based on the verification information provided. Claims that can be verified through a company email address are often processed more quickly than claims requiring additional documentation. What happens to the original listing after approval? The listing becomes associated with your Business Profile and is managed through your account. Any approved data selections are applied during the merge process. Can I change my selections after submitting? Not while the claim is under review. Once approved, you can edit your Business Profile at any time. What if the listing contains incorrect information? You are not required to keep any listing data. During the claim process, simply select the information you want to retain. After approval, you can update any remaining fields from your Business Profile. Can multiple users from the same company claim the same profile? Only one claim can be actively processed for a profile at a time. After approval, administrators can invite additional team members and manage their access. What if someone else already claimed our company's profile? If you believe a profile has been claimed by someone who is not authorized to represent your company, contact Helios Support. Additional verification may be required before ownership can be reviewed or transferred. Can I claim a profile for a company I work for? Yes. Employees may claim a profile if they are authorized to manage the company's presence on Helios and can verify their affiliation. 🔧 Troubleshooting I don't see a "Claim This Business" button. The profile may already be claimed or may not currently be available for claiming. If you believe you should have access, contact Helios Support. My claim is still under review. Some claims require additional verification. Check your email for messages from the Helios team and respond promptly to avoid delays. My claim was denied. Claims may be denied if verification information is incomplete, cannot be verified, or conflicts with existing ownership information. You may be given the opportunity to provide additional evidence and resubmit your claim. Our profile administrator left the company. Contact Helios Support to request an administrator transfer or account access review. 💡 Tips ⭐ Use a company email address when submitting a claim whenever possible. This is often the fastest way to verify your affiliation. ⭐ Review listing information carefully before submitting your claim. The merge process is a good opportunity to identify missing locations, certifications, capabilities, or company information. ⭐ After your claim is approved, complete your Business Profile and keep it updated to improve credibility and discoverability across Helios. Related Guides Create Your Business Profile Discover Business Listings

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Avoiding Scams & Fraud

Helios Help Center User Safety & Security Helios Help Center Avoiding Scams and Fraud Helios is a platform built on trust. While Helios works actively to detect and prevent fraudulent activity, users play an important role in protecting themselves and the community. This article covers the most common scam and fraud patterns on B2B platforms, the red flags to watch for, and how Helios helps protect members. Jump to: ⚠️ Common Scam and Fraud Patterns 🚩 Red Flags to Watch For 🛡️ How Helios Protects Members 🚨 What to Do If You Suspect Fraud ❓ Frequently Asked Questions 💡 Tips ⚠️ Common Scam and Fraud Patterns 💳 Off-Platform Payment Requests One of the most common fraud patterns is a request to pay or be paid outside of the Helios platform via wire transfer, cryptocurrency, gift card, or a direct payment link sent through messaging. Legitimate engagements on Helios are processed through Stripe within the platform. Any request to move payment off-platform should be treated as a serious red flag. 👥 Fake or Impersonated Profiles Fraudulent users sometimes create profiles that impersonate legitimate businesses, well-known experts, or established brands to build false credibility. Always verify that a profile is complete, consistent, and matches the claimed identity before entering into an engagement. 💼 Too-Good-To-Be-True Offers Unrealistically low pricing, unusually fast turnaround promises, or requests for large upfront payments for unverified work are common indicators of fraudulent listings or expert profiles. 🔗 Phishing Links and Malicious Files Some fraudulent users attempt to send links to fake login pages or files containing malicious code disguised as proposals, contracts, or technical documentation. Do not click links from users you do not know and trust, and be cautious about opening file attachments sent through messaging. 🛡️ Credential or Identity Fraud Experts or service providers who misrepresent their qualifications, certifications, company affiliations, or past work experience to win engagements are engaging in credential fraud. This can result in poor outcomes, liability, and harm to your business. ⚡ Advance Fee Fraud A user asks you to pay a fee, deposit, or advance payment before work begins and then disappears or fails to deliver. Always use Helios's built-in payment and milestone tools, which hold funds until work is reviewed and accepted. 🚩 Red Flags to Watch For Be on the lookout for the following warning signs: ❌ A user asks you to communicate or pay outside of Helios immediately ❌ A profile has no reviews, no completed engagements, and little or no profile information ❌ A listing offers significantly below-market pricing for complex or specialized work ❌ You receive unsolicited messages with links, attachments, or offers you did not request ❌ A user pressures you to act quickly or make a decision without time to review ❌ Credentials, company names, or work samples cannot be verified or seem inconsistent ❌ You are asked to send payment to a personal account, cryptocurrency wallet, or gift card 🛡️ How Helios Protects Members Stripe-powered payments All financial transactions are processed through Stripe, reducing exposure to direct payment fraud Held funds Payments are held pending review and completion, protecting both businesses and experts Verification standards Helios applies verification and eligibility standards to experts, vendors, and sellers on the platform Trust and Safety review The Helios Trust and Safety team reviews reports of suspected fraud and takes enforcement action when violations are confirmed Dispute support Helios provides a dispute process to assist users when engagements do not go as expected 🚨 What to Do If You Suspect Fraud 01 Do not send any payment, files, or personal information to the suspected user. 02 Report the user or listing immediately using the in-platform report function. 03 If you have already sent a payment or shared sensitive information, contact Helios through the Ideas & Feedback form as soon as possible. 04 If you believe you have been the victim of a crime, contact your local law enforcement authority. ❓ Frequently Asked Questions Is it ever acceptable to pay an expert outside of Helios? No. All payments for Helios engagements should be processed through the platform. Off-platform payments are not covered by Helios dispute support, held-fund protections, or Stripe payment security. What if an expert or business I am working with asks me to communicate on another app? Moving all communication off-platform early in an engagement is a common fraud indicator. Helios recommends keeping all communication, agreements, and file sharing within the platform throughout the engagement. I think I clicked a malicious link. What should I do? Change your Helios password immediately. Contact Helios through the Ideas & Feedback form and report the user who sent the link. How can I verify that an expert's credentials are legitimate? Review their profile carefully for consistency, check their work samples, look for completed engagement reviews, and ask specific questions about their experience during the pre-engagement conversation. If credentials seem inconsistent or unverifiable, proceed with caution. 💡 Tips ⭐ Keep all communication, file sharing, and payments inside Helios throughout your engagement. This protects you if a dispute or concern arises. ⭐ If an offer seems too good to be true, it usually is. Take time to verify profiles, credentials, and reviews before committing to an engagement. ⭐ Never click links or open file attachments from users you have not established a verified working relationship with on the platform. ⭐ Enable Two-Factor Authentication on your Helios account to add an extra layer of protection against unauthorized access. Related Guides Account Bans Reporting a User Enforcement and Appeals Code of Conduct

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Enforcement & Appeals - User Safety & Security

Helios Help Center User Safety & Security Helios Help Center Enforcement & Appeals Helios enforces its policies to help keep the platform safe, professional, and trustworthy for the manufacturing community. When a user violates the Helios Code of Conduct or other platform policies, Helios may issue a temporary or permanent account ban. If you believe a ban was applied in error, you can contact the Helios team to request a review. Jump to: ⚖️ How Helios Enforces Its Policies 🔨 Enforcement Actions 🔄 How to Appeal a Ban 🔍 What Helios Reviews 📩 Appeal Outcomes ❓ Frequently Asked Questions 💡 Tips ⚖️ How Helios Enforces Its Policies Helios may take enforcement action based on: ✓ Reports submitted by other users ✓ Reviews conducted by the Helios team ✓ Evidence of policy violations, fraud, scams, or abusive behavior ✓ Security, legal, or compliance concerns Each case is reviewed individually. The duration of a ban depends on the severity and frequency of the violation. 🔨 Enforcement Actions Helios currently uses the following enforcement action: Account Ban Accounts may be banned for: Minutes Hours Days Weeks Months Permanently 📌 Note While a ban is active, you cannot sign in or access any part of your Helios account. 🔄 How to Appeal a Ban If you believe your account was banned by mistake, you can request a review. 01 Contact Helios through Chat Support or by email. 02 Include the email address associated with your account. 03 Explain why you believe the ban should be reviewed. 04 Include any additional information or supporting evidence that may help the investigation. 05 The Helios team will review your appeal and respond by email if additional information is required or once a decision has been made. Note Submitting an appeal does not guarantee that a ban will be removed. 🔍 What Helios Reviews When reviewing an appeal, Helios considers: ✓ The reason the ban was issued ✓ The evidence supporting the enforcement action ✓ Any additional information provided in your appeal ✓ Your previous history on the platform Note Appeals are reviewed on a case-by-case basis. 📩 Appeal Outcomes After reviewing your appeal, Helios may: 🔓 Lift the ban Lift the ban and restore access to your account. ⏳ Reduce duration Reduce the duration of the ban if appropriate. 🛡️ Uphold decision Uphold the original enforcement decision. The outcome of the review will be communicated through your registered email address. ❓ Frequently Asked Questions Can I use my account while my appeal is being reviewed? No. If your account is banned, you cannot access Helios until the ban expires or the appeal results in the ban being lifted. How long does an appeal take? Review times vary depending on the complexity of the case. Helios reviews appeals as quickly as possible. Can I submit multiple appeals? Please wait for the outcome of your current appeal before submitting another request. Repeated appeals without new information may not be reviewed. Can I create another account while I'm banned? No. Creating another account to bypass a ban is a violation of the Helios Terms of Service and may result in additional enforcement action. 💡 Tips ⭐ Read your ban notification carefully before submitting an appeal. It explains why the action was taken. ⭐ Include relevant details or evidence that may help the Helios team review your case more efficiently. ⭐ Continue to follow the Helios Code of Conduct to help maintain a safe and professional community. Related Guides Account Bans Reporting a User Enforcement and Appeals Code of Conduct

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