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Glossary of Helios Terms
Helios Help Center Customer Guides Helios Help Center Glossary of Helios Terms A reference guide to key platform terms, features, and engagement concepts on Helios. Jump to: π₯οΈ Platform & Account π₯ Customers & Experts π€ Engagements & Payments π οΈ Productivity Tools π₯οΈ Platform & Account Account Your individual Helios user profile, including login credentials, personal settings, and activity history. Category Filter A filter panel that displays searchable content types and allows users to narrow results to a specific category. Collection A saved shortlist of experts, services, businesses, or catalogs for quick reference. Deletion Request A support submission asking the Helios team to permanently remove a Workspace or Account from the platform. Exclude Mode A search mode that removes results containing specified words from search results. Helios Support Panel The in-platform support tool used to submit requests, report issues, and contact the Helios team. Keyword Mode The default search mode that returns results containing any of the words in your search query. Message Hub Helios's centralized communication workspace where conversations tied to engagements and contacts are managed. Notification Settings The settings area where users manage their notification preferences. Notifications The notification center accessed from the navigation bar, where users receive updates about platform activity. Notifications Inbox The notification panel displaying recent notifications in reverse chronological order. Owner The user role with the highest level of administrative access. Phrase Mode A search mode that returns results containing the exact phrase entered, in the same word order. Profile Completeness A percentage score indicating how much of an Expert Profile or Business Profile has been completed. A higher score improves profile visibility in Helios directories. Result Count The number displayed next to each category showing how many matching results were found. Unread Indicator A visual indicator showing which notifications have not yet been viewed. Workspace Your organization's dedicated environment within Helios, where all members, files, Gigs, catalogs, and platform activity are housed under one account. Workspace Logo The image representing your organization, displayed in the sidebar and on your public-facing Business Profile. Workspace Name The visible name of your organization as displayed across the platform. Maximum 32 characters. π₯ Customers & Experts All Businesses The default view displaying all businesses available in the Helios directory. Branch A physical location or facility associated with a business, including address and contact details. Business Profile A structured company profile showcasing capabilities, certifications, equipment, and offerings. Can't Find Expert An option that allows users to request expert types that are not currently available in the Helios directory. Claimed Profile A Business Profile that has been verified and is actively managed by a confirmed company representative. Customers Businesses that you have identified as current, past, or potential customers. Ecosystem Roles Industry categories that describe a company's position in the manufacturing ecosystem and supply chain (for example, Contract Manufacturer, Job Shop, OEM, Industrial Distributor). Expert An independent professional listed on Helios who offers services and expertise to businesses. Expert Portal The dedicated workspace environment for experts on Helios, providing access to expert tools, profile management, and engagement features. Expert Profile A structured profile showcasing an expert's skills, experience, certifications, and past work. Experts Listings The directory of published Expert Profiles where businesses discover and evaluate experts. Headline A short tagline summarizing a company's or expert's value proposition. Hourly Rate Range The minimum and maximum hourly billing rate displayed on an Expert Profile. Invite to Gig An action that sends an expert a direct invitation to apply to an open Gig posting. Listing Visibility A setting that controls whether a profile appears in the relevant Helios directory. Partners Businesses that you have designated as partners within your network. Publish to Internet A setting that creates a public-facing profile page accessible outside of Helios. Skills & Competence A structured list of an expert's skills organized by category, including a maturity level from 1 to 5. Types of Work The engagement models an expert accepts, including Gigs & Contracts, Full-Time, Part-Time, Temporary/Seasonal, or Flexible Engagement. Unclaimed Profile A Business Profile that exists in the Helios directory but has not yet been verified or managed by the company. Ways I Work An expert's preferred work delivery methods, including Remote, On-Site, Hybrid, or Travel-Based. π€ Engagements & Payments All Services The tab displaying all available Services offered by experts on Helios. Applications Tab A section where experts track the status of their submitted Gig or Quick Task applications. Billing Tab A section where experts manage Work Records and view invoice details for active engagements. Contract A signed agreement between a business and expert governing an engagement β scope, payment, and terms. Contracted The status indicating an offer has been accepted and the engagement is underway. Applies to Gigs and Quick Tasks. Gig A custom project posted by a business for experts to apply to with tailored proposals. Gig Owner The person at the business responsible for managing a Gig posting. Gig Posting A detailed Gig listing created by a business that defines the project scope, timeline, required skills, and payment details for expert applications. Hiring The status indicating a business is actively reviewing expert applications. Applies to Gigs and Quick Tasks. History Tab A record of Gig or Quick Task activity, updates, and status changes. Invoice A payment document generated after a Work Record is reviewed and the contract is completed. Offering The status indicating a business has selected a candidate and made an offer. Applies to Gigs and Quick Tasks. Payment Type The pricing structure for a Gig or Quick Task, such as Fixed Price or Hourly Rate. Posted The status indicating a Gig or Quick Task has been published and is accepting applications or responses. Posting Tab A section displaying the full details of a Gig or Quick Task, including scope, timeline, required skills, payment information, and attached files. Proposal An expert's formal response to a Service request, including scope of work, timeline, delivery details, and payment terms. Quick Task A short, focused request for fast-turnaround expert help β troubleshooting, quick reviews, or targeted input. Request Service The action used to initiate an engagement with an expert through a Service. Request Status Pipeline The workflow tracking a Service request: Requested β Proposal Submitted β Review & Sign β In Contract β Completed. Requested Services A list of Services that you have submitted a request for and are actively tracking. Service A packaged expert offering with defined scope, deliverables, and pricing β requestable by businesses. Service Listing A specific Service entry created by an expert, including title, description, delivery method, pricing, and expected deliverables. Share Gig An action that generates a shareable link allowing a business to invite specific experts to view or apply to a Gig. Share Quick Task An action that generates a shareable link allowing a business to invite specific experts to view or respond to a Quick Task. Stripe The payment platform used by Helios to process all engagement payments securely. Work Authorization The legal work eligibility requirements that applicants must meet for a Gig. Work Record A submission by an expert documenting completed work β triggers invoice generation and business review. Work Site The location or delivery method for completing Gig work, including Remote, On-Site, or Hybrid. π οΈ Productivity Tools Activity A task or work item on the Helios task board. Can be linked to a Project or Equipment Record. All Documents A view showing every file stored in Helios Drive, making it easy to find files without navigating folders. Annotation A markup added to a document page in the Document Viewer, including highlights, text notes, shapes, underlines, strikethroughs, and sticky notes. Archived The status of an Equipment Record that has been decommissioned or removed from active use while remaining available for historical reference. Bookmark A saved reference to a specific catalog page or file. Bookmarks can be organized into collections for quick access from the Bookmarks workspace. Bookmark Title The label assigned to a saved bookmark to make it easier to identify. Brand A manufacturer or supplier whose product catalogs are available in Catalogs+. Brands Directory The alphabetical index of all brands available in Catalogs+. Catalog A document published by a manufacturer or supplier containing product information, specifications, and technical data. Catalog Listing A catalog entry displaying information such as the cover image, title, publication year, brand, and product category count. Catalogs+ Helios's centralized tooling catalog library β thousands of PDFs from hundreds of brands, searchable and organized in one place. Document Preview A thumbnail image of the bookmarked page displayed in the bookmark list for quick visual reference. Document Viewer Helios's built-in document reader for viewing and interacting with catalogs and other supported files. Supports page navigation, zoom, search, annotations, bookmarks, and printing. Equipment Record A digital profile for a single piece of equipment containing its details, files, history, and linked activities. Helios Drive Helios's built-in secure cloud file storage workspace. Kanban Board A visual task board that displays activities organized into status columns. Page The specific page within a document or catalog saved as part of a bookmark. PageWeaver A feature that compiles bookmarked pages from multiple catalogs into a single custom PDF. Pending Activities The number of open activities associated with an Equipment Record that have not yet been completed. Personal / Home A private Helios Drive area containing files and folders visible only to you. Project A grouping that organizes related activities into a single initiative or workflow. + New The action button used to create folders and upload files within Helios Drive. Request or Upload A feature that allows users to request a missing catalog or upload one for review and inclusion in Catalogs+. Saved to Drive Catalogs or files saved to Helios Drive for continued access and reference within the platform. Workspace Folder A shared folder within Helios Drive where team members can access and collaborate on files requiring shared access.