Helios Search

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

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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

Help

Account Bans

Helios Help Center User Safety & Security Helios Help Center Account Bans Helios may temporarily or permanently ban an account when a user violates platform policies or engages in behavior that puts other users or the platform at risk.While a ban is active, you will not be able to sign in or access your Helios account. This article explains why bans are issued, how long they may last, and what to do if you believe a ban was applied in error. Jump to: ⚠️ Why Accounts Get Banned ⏱️ Ban Durations 🚫 What Happens During a Ban ℹ️ If Your Account Has Been Banned ❓ Frequently Asked Questions 💡 Tips ⚠️ Why Accounts Get Banned Accounts may be banned for reasons including: ❌ Violating the Code of Conduct or other Helios policies ❌ Harassment, threats, or abusive behavior toward other users ❌ Fraud, scams, or deceptive activity, including fake profiles or misleading information ❌ Spam or platform abuse, such as unsolicited messages or attempts to manipulate the platform ❌ Sharing illegal, harmful, or prohibited content ❌ Repeated or serious policy violations after previous warnings or enforcement actions ❌ Any activity that creates significant risk to other users or the Helios platform ⏱️ Ban Durations Depending on the severity of the violation, Helios may apply a ban for: Minutes Hours Days Weeks Months Permanently 📌 Note The duration is determined based on the nature, severity, and frequency of the violation. 🚫 What Happens During a Ban While your account is banned: ✕ You cannot sign in to your Helios account. ✕ You cannot access your profile, messages, services, gigs, files, or other platform features. ✕ You must wait until the ban expires before regaining access, unless the ban is overturned through the appeals process. ℹ️ If Your Account Has Been Banned 01 Check your registered email for a notification from Helios explaining the reason for the ban and its duration. 02 Review the policy referenced in the notification. 03 If you believe the ban was applied in error, submit an appeal. See Enforcement & Appeals for more information. 04 Do not attempt to create another account while your ban is active. ❓ Frequently Asked Questions Will I be notified if my account is banned? Yes. Helios will notify you by email whenever reasonably practicable. In some cases involving security, fraud, or legal concerns, action may be taken immediately. How long will my ban last? Ban durations vary depending on the violation and may range from a few minutes to a permanent ban. If your notification includes an end date or duration, access will be restored automatically when the ban expires. Can I access my account while I'm banned? No. You cannot sign in or access any part of your Helios account until the ban expires or is successfully appealed. Can I create a new account during a ban? No. Creating another account to avoid a ban is a violation of the Helios Terms of Service and may result in additional enforcement actions. What if I think the ban was a mistake? You may submit an appeal. See Enforcement & Appeals for information about the appeals process. 💡 Tips for Banned Accounts ⭐ Read the notification email carefully to understand why the ban was issued and how long it will remain in effect. ⭐ Follow the Helios Code of Conduct and platform policies to help avoid future enforcement actions. Related Guides Community Standards Reporting a User Enforcement and Appeals Code of Conduct

Help

Reporting a User

Helios Help Center User Safety & Security Helios Help Center Reporting A User If you encounter behavior that violates Helios policies—including harassment, impersonation, scams, misleading information, or other inappropriate conduct—you can report it to the Helios team for review. All reports are reviewed by Helios. While submitting a report does not guarantee a specific outcome, every report helps keep the platform safe, professional, and trustworthy for the manufacturing community. Jump to: ⚠️ What You Can Report ✉️ How to Report a User 🔄 What Happens After You Submit a Report ❓ Frequently Asked Questions 💡 Tips ⚠️ What You Can Report You can report users or businesses for issues such as: 🚨 Harassment, abusive messages, or threatening behavior 🚨 Fake or impersonated people, businesses, or brands 🚨 Misleading profiles, services, or qualifications 🚨 Spam, unsolicited messages, or platform abuse 🚨 Scam or fraud attempts, including suspicious payment requests or phishing 🚨 Inappropriate, harmful, or illegal content 🚨 Copyright or intellectual property violations Any behavior that violates the Code of Conduct or Terms of Service ✉️ How to Report a User 01 Open the user's Profile. 02 Copy the profile link from your browser's address bar or use the Share button if available. 03 Contact the Helios team through Chat Support or by emailing support@helios.supplies . 04 Include the profile link, a description of the issue, and any supporting evidence such as screenshots or message excerpts. 05 Submit your report. The Helios team will review the information and contact you if additional details are needed. 🔄 What Happens After You Submit a Report 🛡️ Your report is logged and reviewed by the Helios Trust & Safety team. ↓ 🔍 We may request additional information if needed. ↓ ⚖️ If a policy violation is confirmed, Helios may remove content, restrict or suspend the account, or take other enforcement action. ↓ 🔒 Reports are handled confidentially. The reported user will not be informed who submitted the report. ↓ ℹ️ While every report is reviewed, we may not always be able to share the outcome of an investigation. ❓ Frequently Asked Questions Will the person I report know it was me? No. Reports are handled confidentially, and the reported user is not told who submitted the report. What information should I include? Provide the user's profile link, a clear description of what happened, and any supporting evidence such as screenshots, message excerpts, dates, or other relevant details. What if the situation is urgent? If you believe there is an immediate risk to your safety, contact your local emergency services first. You should also report the incident to Helios through Chat Support or email as soon as possible. Can I report a business instead of an individual? Yes. Include a link to the business profile and explain the issue in your report. What if my report does not result in action? Helios reviews every report according to its policies. Not all reports result in visible enforcement action, and we may not always be able to share the outcome. 💡 Tips for Reporting ⭐ Include as much detail as possible. Screenshots, message excerpts, dates, and other supporting evidence help us investigate more efficiently. ⭐ Copy and include the user's profile link so we can identify the correct account. ⭐ Avoid continuing communication with users who are harassing, threatening, or attempting to scam you. Preserve any relevant messages before reporting them. Related Guides Community Standards Account Bans Avoiding Scams and Fraud Enforcement and Appeals Code of Conduct

Help

Workspace or Account Deletion

Helios Help Center Accounts & Access Helios Help Center Requesting Workspace or Account Deletion Deletion requests allow workspace owners and account holders to formally submit a request to have their Helios workspace or personal account permanently removed. Because there is no self-serve delete option in the platform, all deletion requests are submitted through the Helios Support panel and handled by the Helios team. Jump to: 🏷️ Key Terms 🔄 Understanding the Deletion Process 🗑️ How to Submit a Deletion Request ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🏷️ Key Terms Workspace Your organization's dedicated environment within Helios, where all members, files, gigs, catalogs, and platform activity are housed under one account. Account Your individual Helios user profile, including your login credentials, personal settings, and activity history. Deletion Request A support submission asking the Helios team to permanently remove your workspace or account from the platform. Helios Support Panel The in-platform support tool, accessed via the lightbulb icon in the top navigation bar, used to submit requests to the Helios team. 🔄 Understanding the Deletion Process Workspace and account deletion cannot be completed directly from your settings. To protect your data and prevent accidental removal, all deletions are processed manually by the Helios team. Once you submit your request, either through Account Settings or the Helios Support panel, the team will follow up to confirm and complete the deletion. This process applies to both workspace deletion (removing your entire organization's environment) and individual account deletion (removing your personal user profile). 🗑️ How to Submit a Deletion Request There are two ways to submit a deletion request depending on what you need to remove. Option 1 — Delete Your Account via Settings Use this method to request permanent deletion of your individual Helios account. 01 Click your user avatar (profile photo) in the bottom-left corner of the navigation panel (for Customer Portal) or the Settings icon at the right corner of the left navigation panel (for Expert Portal). 02 Look for the Danger Zone section and click Delete Your Account. 03 When prompted, retype the email address associated with your account to confirm. 04 Click Delete Account to submit your request. This sends a permanent account deletion request to the Helios support team. They will review it and follow up with you by email before any action is taken. Option 2 — Delete Your Workspace or Account via the Support Panel Use this method to request workspace deletion, or as an alternative method for account deletion. 01 Click the lightbulb icon in the top-right corner of the navigation bar to open the Helios Support panel. 02 Select Delete Workspace or Account. 03 In the Title field, enter a brief description of your request — for example, "Delete my workspace" or "Delete my account." 04 In the Description field, provide relevant details, including whether you are requesting workspace deletion, account deletion, or both, and any context the Helios team may need. 05 Click Send to submit your request. The Helios team will review your submission and reach out to confirm the deletion before any action is taken. ❓ Frequently Asked Questions Who can submit a workspace deletion request? Any workspace member can submit a deletion request through the Support panel. However, only the workspace Owner can authorize the final deletion. The Helios team will confirm with the Owner before proceeding. Can I delete just my account without deleting the workspace? Yes. Use Option 1 (Account Settings) to request deletion of your individual account without affecting the workspace. If you are requesting both, use Option 2 and specify both in your description. Is deletion permanent? Yes. Once a workspace or account is deleted, the action cannot be undone. All data, files, gigs, and member records associated with the workspace or account will be permanently removed. Back up any information you need before submitting your request. How long does the deletion process take? Processing times may vary. The Helios team will contact you after receiving your request to confirm details and provide a timeline. What happens to active gigs or services when a workspace is deleted? The Helios team will advise you on any active engagements or pending transactions that need to be resolved before deletion can be completed. 🔧 Troubleshooting I can't find the Delete Account option in Settings. Go to Settings → Manage Account and scroll to the bottom of the page. If you still cannot locate it, use the Helios Support panel (Option 2) to submit your request. I can't find the Delete Workspace or Account option in the Support panel. Open the Helios Support panel by clicking the lightbulb icon in the top navigation bar. Scroll to the bottom of the support category list. Delete Workspace or Account is the last option. I submitted a request but haven't heard back. Check your registered email inbox, including your spam or junk folder. If you have not received a response within a reasonable timeframe, resubmit your request through the Support panel with a note that it is a follow-up. 💡 Tips for Workspace and Account Deletion ⭐ Before submitting a deletion request, go to Settings → Manage Members to review all active members on your workspace. Informing your team before requesting deletion ensures no one loses access to important data unexpectedly. ⭐ If you have active subscriptions or platform invoices, visit Settings → Platform Invoices to review any outstanding charges before your workspace is removed. ⭐ Make sure to download or back up any files, records, or data you need from Helios Drive before submitting your deletion request. This cannot be recovered after deletion is processed. Related Guides Managing Team Members Workspace Settings

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Workspace Settings

Helios Help Center Accounts & Access Helios Help Center Managing Your Workspace Settings Workspace Settings is where team members manage the core identity and configuration of their Helios workspace. It controls your workspace name, logo, team members, payment setup, and activity configuration. This is the central hub for all business-level settings. Jump to: 🏷️ Key Terms 🖥️ Understanding the Settings Layout 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🏷️ Key Terms Workspace Your organization's dedicated environment within Helios, where all members, files, gigs, catalogs, and platform activity are housed under one account. Workspace Name The visible name of your organization as displayed across the platform. Maximum 32 characters. Workspace Logo The image representing your organization, displayed in the sidebar and on your public-facing business profile. Owner The user role with the highest level of administrative access. 🖥️ Understanding the Settings Layout Workspace Settings is accessed by clicking your user avatar in the bottom-left corner of the navigation panel and selecting Settings. The settings panel is organized into three sections in the left navigation: Business Workspace, Manage Members, Setup Payments, Platform Invoices, Setup Activities. User Manage Account, Referrals. Documentation Terms & Conditions, Privacy Policy. Danger Zone Delete Account Settings Available Workspace Configure your workspace's visible name and logo, the core identity of your organization on the platform. Manage Members Add new team members, remove existing ones, and manage their roles. The Manage Members sub-page displays all workspace members with their name, email, and role (Owner, Admin or Member). Setup Payments Connect a Stripe account to your workspace to enable receiving or processing payments for services and gigs. Platform Invoices View all invoices generated by the Helios platform for your workspace's transactions and subscriptions. Setup Activities Manage the activity status columns that appear on the Activities board. Lists all current statuses (To Do, In Progress, Done, Pending, Blocked, Canceled) each with a three-dot menu, and a Create Status button to add custom statuses. The To Do status is marked as Default. This is the status automatically assigned to new activities. Manage Account Manage your personal account settings, including your name, email address, avatar, password, and connected sessions. Referrals Invite colleagues and industry contacts to join Helios and track your referrals. Terms & Conditions Review the legal terms and conditions that govern the use of the Helios platform. Privacy Policy Learn how Helios collects, uses, stores, and protects your personal information, and understand your privacy rights. Delete Account Permanently delete your Helios account. This action is irreversible and should only be used when you no longer wish to use the platform. 🔑 Step-by-step Guides How to Access Workspace Settings 01 Click your user avatar (profile photo) in the bottom-left corner of the navigation panel. 02 Click Settings in the popup menu. 03 In the Settings panel under the Business section, click the relevant sub-page. How to Update the Workspace Logo 01 Navigate to Settings → Workspace. 02 Click on the current Logo image displayed in the Logo section. 03 Select a logo image file from your device. Recommended format: PNG with a transparent background. Accepted formats: PNG, JPG, JPEG. 04 The logo uploads and replaces the existing one. How to Update the Workspace Name 01 Navigate to Settings → Workspace. 02 Click in the Name field and update the workspace name. Maximum 32 characters. 03 Click Save to apply the change. ❓ Frequently Asked Questions Who can change the workspace logo and name? Workspace Settings are managed by all team members. Will changing the workspace name affect my Business Profile? The Workspace Name is the internal display name used within the portal interface. Your Business Profile name (visible to other members in the Business Listings directory) is managed separately in the Business Profile page. 🔧 Troubleshooting My logo upload is not saving. Check the file size and format. Very large files may fail to upload. Resize the image to under 2 MB and try again. The workspace name is not updating after I click Save. Refresh the page and check if the change was applied. Ensure the name is within 32 characters and does not contain unsupported special characters. 💡 Tips for Getting the Most Out of Workspace Settings ⭐ Use Setup Activities to customize your workflow statuses. If your team uses different terminology (for example, Under Review instead of Pending), you can create matching custom statuses. ⭐ The Default status badge on To Do means every new activity starts there automatically. Use the Make Default button if you want other statuses to be the default. ⭐ Keep Manage Members up to date. Removing members who have left prevents them from viewing or editing workspace content. Related Guides Managing Team Members

Help

Managing Team Members

Helios Help Center Accounts & Access Helios Help Center Managing Team Members Customer/Business accounts on Helios support multiple team members under a single Business Profile. Team members can access shared features including Helios Drive, Activities, Equipments, and Gig management based on their assigned permissions. Jump to: 🔑 Step-by-step Guides 👤 User Permissions & Roles ❓ Frequently Asked Questions 🔑 Step-by-step Guides How to Add a Team Member 01 Go to your account settings. 02 Find the Manage Members section. 03 Click Invite Member and enter their email address. 04 Assign their role. 05 Click Send Invitation. The team member receives an email invitation to join your workspace. How to Remove a Team Member 01 Go to account settings → Manage Members. 02 Find the member you want to remove. 03 Click the three dots (...) then select Remove Members. 04 Their access is revoked immediately. Any files or activities they created remain in the workspace. ⚠️ Reminder 🚨 Remove team members promptly when they leave your organization. Former employees retaining platform access is a security and data risk. 👤 User Permissions & Roles Customer/Business accounts support structured roles to control what team members can see and do on the platform. Role definitions and permission levels are managed by the account admin. Standard Roles Owner full access to all features, settings, billing, and team management. Can add Admins and Members, transfer ownership, and share ownership with other users. Admin full access to all features and settings except ownership management. Can post gigs, manage applications, review work records, and access all productivity tools. Can add Members but cannot add Admins or Owners. Member standard access to platform features including posting gigs, managing equipment, activities, and Helios Drive. Cannot manage team members, or account settings. ❓ Frequently Asked Questions Can I create custom roles? Custom role definitions with granular permission controls are on the Helios product roadmap. For now, role assignments are limited to the three standard roles: Owner, Admin and Member. Related Guides Workspace Settings

Help

Notifications and Preferences

Helios Help Center Accounts & Access Helios Help Center Notifications and Preferences Notifications is Helios's real-time alert system. Accessed via the bell icon in the top-right navigation bar, it delivers an in-platform inbox that keeps you updated on activity relevant to your account, including contract signings, new gig applications, service request updates, message alerts, and other platform events. Jump to: 🏷️ Key Terms 🖥️ Understanding the Notification Panel 🔑 Step-by-step Guides 🔔 Types of Notifications You May Receive 📬 Bulk & Per-notification Actions ⚙️ Notification Preferences ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🏷️ Key Terms Notifications The bell icon in the top-right navigation bar that opens the Notifications inbox. Notifications Inbox The dropdown panel displaying all recent notifications in reverse chronological order. Unread Indicator An orange dot displayed next to unread notifications. Notification Settings A gear icon in the Notifications panel header that opens notification preferences. 🖥️ Understanding the Notifications Panel Notifications open as a dropdown panel from the bell (🔔) icon in the top navigation bar. The panel header shows Inbox with a dropdown arrow (to switch between Inbox and archived views), a three-dot menu (···), and a gear (⚙) icon for notification settings. Each notification item shows: a user avatar, a notification title (for example, Contract Signed , New Application ), a timestamp, and a short description of the event. Unread notifications are indicated by an orange dot to the left of the avatar. To switch to your archived notifications, click the Inbox dropdown arrow at the top of the panel and select the archived view. This view stores all notifications you have previously archived and is useful for referencing past activity. 🔑 Step-by-step Guides How to Access Notifications 01 Click the bell icon in the top-right corner of the navigation bar. 02 The Notifications inbox panel drops down showing your recent alerts. 03 Click any notification to navigate directly to the relevant record. 04 Click outside the panel or press Escape to close it. How to Manage Notification Settings 01 Open the Notifications panel by clicking the bell icon. 02 Click the gear icon (⚙) in the upper-right corner of the panel. 03 The Notification Preferences panel opens with four expandable categories. Adjust each one based on your preferences. 04 Changes are saved automatically as soon as a toggle is switched. 🔔 Types of Notifications You May Receive Here are the common types of notification updates you may receive on the platform: Contract signed a service or gig contract was executed. New application an expert applied to your gig or quick task. Service request update a status change occurred on a service request you are involved in. Gig or Quick Task status change a posting moved to a new stage. Other platform events Activity updates, member invitations, and other platform events. 📬 Bulk & Per-notification Actions Bulk Notification Actions The three-dot menu (···) in the panel header provides three bulk options: Mark all as read Clears the unread indicator from all notifications. Archive all Moves all notifications to the archived view. Archive read Archives only notifications you've already read, keeping unread ones visible. Individual notifications can be clicked to navigate directly to the relevant item (for example, a gig application or signed contract). Per-Notification Actions When you hover over an individual notification, two action icons appear in its top-right corner: Mark as read (checkmark icon) Marks that single notification as read without affecting others. Archive (inbox icon) Moves that single notification to the archived view. These per-item controls let you manage notifications one at a time without using bulk actions. Archiving a single notification does not delete it; it moves to the archived view and can be retrieved at any time. Direct Navigation Individual notifications can also be clicked to navigate directly to the relevant item (for example, a service request or signed contract). ⚙️ Notification Preferences The settings panel contains four categories, each with an In-App toggle: Global Preferences Master on/off switch for all in-app notifications. Turning this off disables all alerts regardless of the settings below. Gigs Notifications related to gig postings, applications, and status changes. Services Notifications for service requests, updates, and contract activity on your listed services. Quick Tasks Notifications for quick task assignments and status changes. ❓ Frequently Asked Questions How do I know if I have unread notifications? An orange dot or count badge appears on the bell icon in the top navigation when there are unread notifications. What is the difference between archiving and deleting a notification? Archiving moves a notification to the archived view, where it remains accessible indefinitely. There is no delete function. Archiving is the way to clear your inbox while preserving history. Can I retrieve a notification I accidentally archived? Yes. Click the Inbox dropdown arrow at the top of the panel, switch to the archived view, and locate the notification there. 🔧 Troubleshooting The bell icon shows a badge but I do not see new notifications in the panel. Refresh the page and reopen the panel. The badge count may not clear until you open the panel and the unread items are loaded. I missed a notification for a new service request. Notifications can occasionally be missed if the panel isn't checked promptly. As a backup, go to the Requests section in the left sidebar of the Expert Portal. This page lists all incoming service requests independent of the notification system. It is good practice to check Requests regularly, regardless of your notification status. 💡 Tips for Getting the Most Out of Notifications ⭐ For experts: If you offer multiple engagement types but want to reduce noise, you can disable specific categories (e.g., Quick Tasks) while keeping Services and Gigs active. The Global Preferences toggle overrides all categories. Only turn it off if you want to pause all notifications entirely. ⭐ Use Mark all as read after a regular review session to keep your inbox clean and ensure new notifications are easy to spot. ⭐ Click directly on a notification to jump straight to the relevant record without navigating manually. ⭐ Use Archive read periodically to declutter the inbox while preserving a history of older notifications in the archived view.

Help

Managing Connected Sessions

Helios Help Center Accounts & Access Helios Help Center Managing Connected Sessions Helios allows you to review and manage all active login sessions on your account. Useful if you’ve logged in from multiple devices or suspect unauthorized access. Jump to: 🖥️ How to Manage Your Sessions ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 🖥️ How to Manage Your Sessions 01 Go to your account settings. 02 Navigate to Manage Account and scroll to the very end for the Sessions section. 03 Review all active sessions. Each shows the device type, browser, and IP address. 04 Click Sign Out or Revoke on any session you don’t recognize or no longer need. ⚠️ Reminder 🚨 If you see a session you don’t recognize, log out of it immediately and change your password. Then contact support@helios.supplies to report potential unauthorized access. ❓ Frequently Asked Questions What is a connected session? A connected session represents a device or browser that is currently signed in to your Helios account. What information is shown for each session? Each session displays the device type and browser to help you identify where your account is signed in. Will revoking a session sign the device out immediately? Yes. Once a session is revoked, that device must sign in again before it can access your account. Should I be concerned if I see an unfamiliar session? Yes. If you don't recognize a session, revoke the session immediately, change your password, and contact support@helios.supplies. Why are multiple sessions listed for the same device? A single device may create multiple sessions if you sign in using different browsers, browser profiles, or after previous sessions expire and new ones are created. How often should I review my sessions? Review your connected sessions periodically, especially after using a shared computer, traveling, or whenever you suspect unusual account activity. 🔧 Troubleshooting I don't recognize one of the sessions Immediately revoke the session, then change your account password. If you believe someone accessed your account without permission, contact support@helios.supplies as soon as possible. My current device doesn't appear Your session list may take a few moments to update. Refresh the page or sign out and back in if your current session is not displayed. I revoked a session, but it still appears Refresh the page and allow a few moments for the session list to synchronize. If the session remains active after several minutes, contact support for assistance. I was signed out unexpectedly Your session may have expired due to inactivity, you may have signed out from another device, or an administrator may have revoked your session. Simply sign in again to continue. I can't revoke a session Ensure you have an active internet connection and refresh the page before trying again. If the issue persists, contact support. 💡 Tips ⭐ Review your active sessions regularly, especially after using a shared or public computer. ⭐ Sign out of devices you no longer use to keep your account secure. ⭐ Always log out after accessing Helios on a shared workstation. ⭐ Use a strong, unique password and update it periodically. ⭐ Enable any available account security features to better protect your account. Related Guides Changing Your Password

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Forgot Password

Helios Help Center Accounts & Access Helios Help Center Forgot Password If you’ve forgotten your password or need to change it for security reasons, the Helios login page includes a self-service password reset flow. Reset links expire after 24 hours. Jump to: 🔑 How to Reset Your Password 💡 Tips 🔑 How to Reset Your Password 01 Go to the Helios login page at helios.supplies . 02 Click Forgot Password below the login form. 03 Enter your registered email address and click Send Reset Link . 04 Check your inbox (including spam and junk folders) for the reset email. 05 Click the Reset Password link in the email. It expires after 24 hours. 06 Enter and confirm your new password. Use a strong, unique password. 07 Click Save New Password . 08 You will be redirected to the sign in page. Enter your credentials and you will be signed in. 💡 Password Best Practices ⭐ Use at least 12 characters with a mix of uppercase, lowercase, numbers, and symbols ⭐ Never reuse a password from another platform ⭐ Use a password manager to generate and store strong passwords securely ⭐ Change your password immediately if you suspect unauthorized access Related Guides Creating Your Account Changing Your Email Address Changing Your Password

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Changing Your Password

Helios Help Center Accounts & Access Helios Help Center Change Your Password You can update your Helios password at any time from your account settings. You will need to know your current password to complete this process. If you have forgotten your password, use the Forgot Password flow on the login page instead. Jump to: 🔑 How to Change Your Password ❓ Frequently Asked Questions 💡 Tips 🔑 How to Change Your Password 01 Go to your Settings and navigate to Manage Account . 02 Scroll down to the Change Password section. 03 Enter your Current Password in the first field. 04 Enter your New Password in the second field. Your new password must be at least 8 characters long. 05 Click Save . 06 Your password is updated immediately. Use your new password the next time you sign in. ❓ Frequently Asked Questions How long does my new password need to be? Your new password must be at least 8 characters. For stronger security, use a mix of uppercase and lowercase letters, numbers, and symbols. Do I need to be logged in to change my password? Yes. The Change Password flow in Manage Account requires you to enter your current password first. If you cannot log in, use the Forgot Password option on the sign-in page to reset your password via email. Will changing my password log me out of other devices? Changing your password may end active sessions on other devices. You will need to sign back in with your new password on any device where you were previously logged in. What if my current password isn't being accepted? Make sure Caps Lock is off and that you are entering the password exactly as set. If you still cannot proceed, use the Forgot Password option on the login page to reset access to your account. 💡 Tips ⭐ Never reuse a password you have used on another platform. Use a unique password for your Helios account. ⭐ If you think your account has been accessed without your permission, change your password immediately and contact support@helios.supplies . Related Guides Creating Your Account Changing Your Email Address Forgot Password

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Changing Your Email Address

Helios Help Center Accounts & Access Helios Help Center Changing Your Email Address Your email address is used to sign in to Helios and receive important account notifications. If you need to update it, Helios uses a three-step confirmation process to make sure the change is authorized from both your current and new email address before it takes effect. Jump to: ✉️ How to Change Your Email Address ❓ Frequently Asked Questions 💡 Tips ✉️ How to Change Your Email Address 01 Go to your Settings and navigate to Manage Account then to the Email Address field. 02 Enter your new email address and click Save . 03 Check your current email inbox for a confirmation email from Helios. Open it and click Confirm Email Change to authorize the request from your existing address. 04 Check your new email inbox for a second confirmation email from Helios. Open it and click Verify Email to verify ownership of the new address. 05 Once both confirmations are complete, your email address will be updated and you can sign in with your new email. ❓ Frequently Asked Questions What if I don't receive the confirmation email on my current address? Check your spam or junk folder. If the email is not there, return to Settings and request the change again. Make sure your current email address on file is correct before resubmitting. What if I don't receive the confirmation email on my new address? Check the spam or junk folder of your new email inbox. If it does not arrive within a few minutes, confirm that the new email address was entered correctly and request the change again from Settings. Do I need to confirm from both email addresses? Yes. Both confirmations are required before the change takes effect. This protects your account from unauthorized email changes. What happens if I only confirm from one email but not the other? The change will not be applied until both confirmations are completed. Your email address will remain unchanged until the full process is finished. Can I use an email address that is already linked to another Helios account? No. Each Helios account requires a unique email address. If the new email is already associated with an existing account, the change cannot be processed. 💡 Tips ⭐ Complete both confirmation steps promptly. Confirmation links may expire after a set period of time. ⭐ Add support@helios.supplies to your contacts to make sure Helios emails reach your inbox and don't get filtered as spam. Related Guides Creating Your Account Workspace Settings

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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: 🖥️ Platform & Account 👥 Customers & Experts 🤝 Engagements & Payments 🛠️ Productivity Tools 🖥️ 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. 👥 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. 🤝 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 — 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 — 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 → Proposal Submitted → Review & Sign → In Contract → 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 — 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 — triggers invoice generation and business review. Work Site The location or delivery method for completing Gig work, including Remote, On-Site, or Hybrid. 🛠️ 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 — 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.

Help

Building Trust Through Your Profile

Helios Help Center Getting Started Helios Help Center Building Trust Through Your Profile Trust is the foundation of every engagement on Helios. A strong, complete profile is how you build it before a single message is sent. Jump to: 🏭 For Businesses 👤 For Experts 💡 Tips 🏭 For Businesses Complete all profile sections: headline, ecosystem roles, industries, compliance standards, capabilities, offerings, and equipment Upload your logo and a professional banner. Visual identity builds immediate recognition Add real customer names and association memberships. These signal legitimacy and market credibility List NAICS, CAGE, and DUNS identifiers if applicable — critical for government and enterprise procurement contexts Keep your equipment list current. It signals operational capacity to experts evaluating fit 👤 For Experts Write a specific, outcomes-focused professional summary. State what you specialize in, who you serve, and what results you deliver Document your skills with maturity levels: Proficient, Advanced, or Master. not just general categories List real certifications: AS9100, OSHA, Lean Six Sigma, APICS, and others signal credibility to compliance-sensitive businesses Add Work I’ve Done examples: real photos and project descriptions turn claims into proof Publish at least one Service listing. Experts with published services appear in more places across the platform 💡 Tip ⭐ Don’t wait until your profile is perfect to publish. An 80% complete published profile gets significantly more visibility than a 100% complete unpublished one. Related Guides Create Your Business Profile Create Your Expert Profile Discover Business Listings Find Experts

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How Visibility Works on Helios

Helios Help Center Getting Started Helios Help Center How Visibility Works on Helios Visibility on Helios is earned through profile completeness, engagement quality, and platform activity, not paid promotion. The platform surfaces profiles and listings that are genuinely useful to the people searching. Jump to: 👁️ What Drives Visibility 🏭 How Businesses Are Discovered 👤 How Experts Are Discovered 💡 Tips 👁️ What Drives Visibility 📝 Profile completeness The more complete your profile, the more discoverable you are in search results 🌐 Published status Profiles must be published to appear in search and discovery 🎯 Skills & Capabilities Specific, accurately tagged skills surface your profile to the right searches ⚡ Engagement Activity Active participation in gigs, services, and platform features signals relevance ⭐ Work History & Reviews Completed engagements and positive reviews build credibility signals 🏅 Certifications & Credentials Verified credentials increase discoverability in compliance-sensitive searches 🏭 How Businesses Are Discovered Complete Business Profiles with ecosystem roles, capabilities, and certifications are surfaced in supplier and partner searches Equipment lists, materials, and supply chain roles help match businesses to the right sourcing and partnership queries Active gig and service engagement demonstrates an operational business presence on the platform 👤 How Experts Are Discovered Complete Expert Profiles with detailed skills, industries, certifications, and experience are surfaced in relevant expert searches. Published Expert Services help businesses discover and request your expertise. Active participation in Services, Gigs, and Quick Tasks demonstrates experience and platform activity. 💡 Tip ⭐ Both businesses and experts should aim for 100% profile completeness. Each section you complete improves your position in search results and builds more trust with people evaluating your profile. Related Guides Create Your Business Profile Create Your Expert Profile Discover Business Listings Find Experts

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Business vs Expert Accounts

Helios Help Center Getting Started Helios Help Center Business vs Expert Accounts Helios has two account types: Business and Expert. Each has a distinct set of features, navigation, and platform experience tailored to their role in the manufacturing ecosystem. Jump to: 👥 Account Types ❓ Frequently Asked Questions 👥 Account Types 🏭 Business Accounts Create and manage a Business Profile showcasing capabilities, certifications, equipment, and offerings Post Gigs and Quick Tasks for expert help Browse and request Services from expert listings Manage equipment registries, task boards, and file storage Discover and connect with other businesses, suppliers, and partners Access Catalogs+ to manage tooling and supplier references 🛠️ Expert Accounts Build an Expert Profile showcasing skills, experience, certifications, and past work Create and publish Service listings Browse and apply to Gigs and Quick Tasks Receive and manage service requests and engagement contracts Track earnings and manage payouts through Stripe Access Catalogs+, Helios Drive, and Bookmarks for client work support ❓ Frequently Asked Questions Which account type should I choose? A: Choose Business if you are primarily looking to hire experts, manage manufacturing operations, or get discovered as a supplier or partner. Choose Expert if you are primarily looking to offer manufacturing expertise and earn from engagements. Can I switch my account type? A: Contact support@heliosplatform.com to request an account type change. Note that some profile data and settings may not transfer between account types. Related Guides Create Your Business Profile Create Your Expert Profile

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FAQs

Helios Help Center How can we help? Find answers about Helios Experts, privacy, payments, and general platform use. Learn how Helios helps connect manufacturing people, knowledge, vendors, resources, and opportunities in one focused ecosystem. ⚙️ Helios Experts Turn manufacturing knowledge into opportunity through services, Quick Tasks, and project support. 🔒 Privacy Understand how Helios collects only what is needed and protects user trust. 💳 Payment Learn how Stripe helps support eligible payments, payouts, refunds, and disputes. 🏭 General FAQs Discover how Helios helps solve fragmentation across the manufacturing ecosystem. ⚙️ Helios Experts For manufacturing professionals who want to share expertise, solve problems, and create new opportunity. What is a Helios Expert? A Helios Expert is a manufacturing professional who brings real-world knowledge, technical skill, and practical problem-solving experience to the Helios community. From CNC programmers and machinists to quality specialists, maintenance leaders, tooling experts, engineers, consultants, trainers, and retired industry professionals, Helios Experts help companies access the know-how they need when it matters most. Learn more through the Helios Expert Portal guide . Who can become an Expert on Helios? Helios is built for people who know manufacturing. If you have hands-on experience, technical knowledge, or specialized industry capability, you can create an Expert profile and start building your presence. Whether you are an active professional, independent consultant, part-time specialist, trainer, or retired expert, Helios gives you a place to turn your expertise into opportunity. How do Experts earn through Helios? Experts can earn by offering manufacturing-focused services such as Quick Tasks, Gigs, consulting, training, mentoring, troubleshooting, documentation support, process improvement, and technical reviews. Helios helps experts package their knowledge into practical services that companies can discover, request, and use to solve real manufacturing challenges. How do companies find Experts? Companies can discover Experts through Helios search, profile keywords, service listings, recommendations, content posts, ratings, reviews, and direct inquiries. A complete and well-written Expert profile helps companies quickly understand your capabilities, experience, and fit for their manufacturing needs. Learn more how companies can find experts in Helios via this guide Helios Find Expert guide . What happens if there is a dispute with a company? Helios encourages Experts and companies to first resolve concerns through clear communication and documentation. If the issue cannot be resolved directly, users may follow the Helios support or dispute process where available. Useful documentation may include messages, agreed scope, files, screenshots, deliverables, revision history, and payment records. Related Helios resources Expert Portal Guide Terms of Service Community Guidelines 🔒 Privacy How Helios protects user trust while supporting discovery, communication, and platform safety. What information does Helios collect? Helios collects the information needed to operate the platform, support user profiles, enable communication, improve discovery, process requests, and help keep the community safe. This may include account details, profile information, company information, role type, uploaded content, messages, support requests, payment-related information, and platform usage data. Can I control what appears on my profile? Where settings are available, users can update or manage profile information, visibility, contact details, content, and other public-facing information. Helios encourages users to keep their profiles accurate, professional, and aligned with what they want the manufacturing community to see. Does Helios share information with third parties? Helios may work with trusted service providers that help operate the platform, such as hosting providers, analytics tools, payment processors, security tools, support systems, and other vendors needed to deliver platform services. Information is shared only as needed to support platform functionality, safety, compliance, and service delivery, as described in the Helios Privacy Policy. What information will Helios never collect? Helios is designed to collect only what is needed to operate the platform and support the community. Helios will not intentionally collect unnecessary sensitive information such as full payment card numbers, full bank account details, readable passwords, biometric data, continuous precise location tracking, private device content, or sensitive personal details unrelated to platform use. Helios also does not sell users’ personal information to advertisers and does not knowingly collect personal information from children or users below the minimum age required by the Terms of Service. Can other users see my private messages? Private messages are not intended to be publicly visible. However, Helios may review messages when needed for support, safety, abuse prevention, dispute resolution, legal compliance, or policy enforcement. Users should avoid sharing highly sensitive, confidential, proprietary, or restricted information unless they are authorized and comfortable doing so. How does Helios protect user data? Helios aims to use reasonable administrative, technical, and organizational safeguards to help protect user information. No digital platform can guarantee absolute security, so users should also protect their accounts by using strong passwords, safeguarding login credentials, and reporting suspicious activity. You can read here the full Helios Privacy Policy Related Helios resources Privacy Policy Terms of Service Community Guidelines 💳 Payment Stripe-powered payment infrastructure for eligible transactions, payouts, and support flows. Can a payment be refunded? Refund eligibility depends on the transaction, order, service scope, completion status, and Helios policies. If a payment was processed through Stripe, Stripe may help process the refund according to the applicable payment flow and platform rules. What happens if there is a payment dispute or chargeback? If a payment dispute or chargeback occurs, Helios will review the transaction. Users may be asked to provide evidence such as messages, invoices, service scope, delivery confirmation, order details, or proof of fulfillment. Clear documentation helps support a fair and efficient review. Who should I contact for payment support? For Helios transaction questions, order concerns, service issues, refunds, platform fees, or dispute support, contact Helios support first via chat icon found in our website, or email (support@helios.supplies) For Stripe account access, onboarding, verification, bank account, payout, or Stripe Dashboard questions, users may also visit the Stripe Help & Support Center . Related payment resources Helios Terms of Service Helios Privacy Policy Stripe Help Center Stripe Connect 🏭 General FAQs How Helios helps solve manufacturing fragmentation and strengthens industry discovery. Who can use Helios? Helios is designed for the broader manufacturing ecosystem, including machine shops, manufacturers, vendors, suppliers, students, schools, training organizations, industry associations, and manufacturing professionals. Whether you are looking to build visibility, share knowledge, discover resources, or connect with the industry, Helios gives you a manufacturing-focused place to do it. How is Helios different from general business or networking platforms? Helios resolves fragmentation in manufacturing by acting as a central connection layer for people, knowledge, vendors, resources and opportunities that are currently scattered across different places. It is designed around manufacturing discovery, technical resources, supplier visibility, shop-floor knowledge, tooling catalogs, and industry collaboration. Does Helios have an App? Helios is currently accessible through its web platoform. You can use Helios from a desktop, tablet or mobile browser without needing to download an app. Helios is built as a mobile-friendly web platform, giving users convenient access from any mobile device As Helios grows, we may explore dedicated mobile app options to make it even easier for users to access experts, vendors, catalogs, resources, and manufacturing opportunities on the go. For now, you can visit Helios directly through your browser at www.helios.supplies Related Helios resources Helios Home Discover Catalogs Terms of Service Community Guidelines Tip: Keep this FAQ page updated as Helios launches new features, payment flows, expert tools, catalog capabilities, and support processes.

Help

Creating Your Account

Helios Help Center Getting Started Helios Help Center Creating Your Account Creating a Helios account is your first step to accessing the platform. The signup process takes a few minutes and includes choosing your account type, verifying your email, and completing your Getting Started checklist.. Jump to: 🔑 How to Create Your Account ❓ Frequently Asked Questions 💡 Tips 🔑 How to Create Your Account 01 Visit helios.supplies and click Try Helios for Free. 02 Choose how you wish to join: As a Freelancing Expert or As a Helios Customer. 03 Enter your name, email address, and create a secure password. 04 Click Create Account. 05 Complete your Getting Started checklist to set up your profile, connect Stripe, and explore key features. ❓ Frequently Asked Questions What is the difference between an account and a profile? A: Your account is used to sign in, manage security settings, and access Helios. Your profile is the public information that represents you or your business on the platform, including your capabilities, experience, services, and other details that help others discover and connect with you. Can I have both a Business and an Expert account? A: No. Helios’s Identity Policy permits one account per individual or organization. If your situation requires both business and expert functionality, contact support@helios.supplies to discuss your options. Can I change my account type after signing up? A: Contact support@helios.supplies to request an account type change. Note that some profile data and settings may not transfer between account types. 💡 Tip ⭐ Choose your account type carefully. Business and Expert accounts have different features, navigation, and engagement options. Related Guides Create Your Business Profile Create Your Expert Profile

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How Helios Works

Helios Help Center Getting Started Helios Help Center How Helios Works Helios is organized around two primary user types: Businesses and Experts, and three core engagement models: Services, Gigs, and Quick Tasks. Understanding how these fit together is the fastest way to get value from the platform. Jump to: 👥 The Platform Structure 🔄 The Engagement Flow ⭐ Key Terms ❓ Frequently Asked Questions 👥 The Platform Structure 🤝 Hire Help Services, Gigs, and Quick Tasks let businesses connect with experts for on-demand manufacturing support 🏢 Build Presence Business Profiles and Expert Profiles create structured, discoverable identities in the manufacturing ecosystem 🛠️ Productivity Tools Catalogs+, Equipments, Activities, Helios Drive, and Bookmarks digitalize day-to-day operations 🌐 Explore Business Listings, Expert directories, and Events let you discover and connect across the ecosystem 🔄 The Engagement Flow 🎯 A business identifies a need: expertise, a project, or a quick fix. ↓ ⚖️ They choose the right model: Service (expert-defined), Gig (business-defined), or Quick Task (fast, focused help). ↓ 🤝 They connect with the right expert: browse profiles, evaluate experience, and reach out. ↓ 📝 Both parties agree on terms and sign a contract through the platform. ↓ ✅ Work is completed, documented through Work Records, and payment is processed. ⭐ Key Terms Service a packaged expert offering with defined scope, deliverables, and pricing Gig a custom project posted by a business for experts to apply to Quick Task a short, focused request for fast-turnaround expert help Work Record a submission by an expert documenting completed work, triggering invoice generation ❓ Frequently Asked Questions Which engagement model should I use? Use Services when an expert already offers what you need and the scope is defined. Use Gigs for custom projects where you want competitive proposals. Use Quick Tasks when you need fast, focused help without a full project setup. Related Guides What is Helios? About Us

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What is Helios?

Helios Help Center Getting Started Helios Help Center What Is Helios? Helios is a unified manufacturing platform that connects expertise, knowledge, capabilities, and opportunity. We help manufacturers find the right support faster, help experts turn their experience into meaningful value, and help the broader ecosystem work together more effectively. By combining an on-demand marketplace, practical digital tools, and a connected knowledge layer, Helios is designed to close knowledge gaps, accelerate execution, and support the future of manufacturing. Jump to: 👥 Who Is It For? ⚡ Three Ways Helios Helps You Grow ❓ Frequently Asked Questions 💡 Tips 👥 Who Is It For? 🏭 Manufacturing Businesses Machine shops, job shops, contract manufacturers, OEMs, and industrial operations of all sizes. 👤 Industry Experts Specialists in machining, process engineering, safety, quality, ERP, lean, maintenance, and supply chain. 🛠 Service Providers Consultants, training providers, and specialized service firms. 📦 Suppliers & Distributors Tooling suppliers, industrial distributors, and equipment providers. 💻 Technology Companies Software, automation, and Industry 4.0 solution providers. ⚡ Three Ways Helios Helps You Grow Hire Manufacturing Experts Access vetted professionals across machining, safety, quality, ERP, lean, and supply chain. No long-term commitments. Remote, hybrid, or on-site. Build Presence & Be Seen Create a structured profile showcasing real capabilities, certifications, and experience. Get discovered without ads or paid placements. Access Productivity Tools Manage tooling catalogs, equipment, tasks, files, and bookmarks. Built for the shop floor. ❓ Frequently Asked Questions Is Helios free to join? Creating an account and setting up your profile is free. Platform and transaction fees apply to paid engagements. Review current fee structures in your account settings or contact the Helios team for details. How is Helios different from a job board? Helios is not a job board. It is a structured collaboration platform for project-based, on-demand manufacturing work. Experts are independent professionals, not employees. Engagements are governed by platform contracts with defined scope and payment terms. 💡 Tip ⭐ Start by completing your profile. It is the single most impactful first step for both businesses and experts on Helios. Related Guides How Helios Works About Us

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Payments and Billing

Helios Help Center Payments & Billing All payments on Helios are processed securely through Stripe. These guides cover setting up payment methods and payouts, accessing invoices and receipts, handling refunds and disputes, understanding platform fees, and managing tax documentation. 💳 Supported Payment Methods How Helios processes payments through Stripe, how stored payment methods work, and what you authorize when completing a transaction. Learn More → 🧾 Invoices & Receipts View, download, and manage invoices for all completed and active engagements. Learn More → ↩️ Refunds & Disputes How to raise a dispute or request a refund on a Helios engagement, before and after completion. Learn More → 📋 Tax Forms & Compliance Tax documentation for experts and businesses — 1099-K forms, payment records, and reporting guidance. Learn More → 🌐 Currency & International Payments How Helios handles USD processing and international payouts through Stripe for global experts. Learn More → 💰 Marketplace Fees Understand how Helios platform fees, Stripe processing fees, and subscription fees apply to your engagements. Learn More → 🏦 Setting Up Stripe Payouts Connect your Stripe account to receive payments for completed engagements on Helios. Learn More → 📝 Work Records & Invoicing Log work records and track invoice generation through the Billing tab inside your contracts. Learn More → Payment issue or billing question? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Completing a contract is final — review all deliverables carefully and resolve any concerns with the other party before clicking Complete Contract.

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Account and Access

Helios Help Center Accounts & Access Your Helios account is the foundation of everything you do on the platform. These guides help you manage account settings, security, team access, notifications, and workspace controls so you can keep your account secure, organized, and up to date. 📧 Changing Your Email Address Learn how to update the email address associated with your Helios account and keep your account information current. Learn More → 🔒 Changing Your Password Update your password at any time to help keep your Helios account secure and protect access to your profile and activity. Learn More → 🔑 Forgot Your Password? Can't sign in? Learn how to reset your password and regain access to your Helios account through the password recovery process. Learn More → 💻 Managing Connected Sessions Review active login sessions and log out from devices you no longer use. Learn More → 🔔 Notifications & Preferences Manage in-platform notification settings to stay informed without the noise. Learn More → 👥 Managing Team Members Add members, manage roles, and control workspace access for your organization. Learn More → ⚙️ Managing Your Workspace Settings Update your workspace name, logo, activity statuses, and payment setup. Learn More → 🗑️ Requesting Workspace or Account Deletion Temporarily deactivate or permanently delete your Helios account and workspace. Learn More → Account security concern? Contact Helios → Can't find what you need? Go Back to Main Page →

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Digitalize Operations

Helios Help Center Digitalize Operations Helios includes a set of practical tools designed to help manufacturing teams organize work, manage equipment, store files, and reference technical materials — all in one workspace. These guides explain how to use each tool and get the most out of them in your daily operations. 🤝 Internal Collaboration Features Learn how to manage technical references, documents, equipment, and tasks in one connected workspace for your team. Learn More → 📘 Tooling Catalogs+ Browse, search, annotate, and bookmark 800+ industrial product catalogs in one place. Learn More → 🔧 Equipment Upkeep Track maintenance, log service history, and prevent downtime for every machine on your floor. Learn More → 📋 Activity Planning Assign, track, and manage daily work and maintenance tasks on a visual Kanban board. Learn More → 📁 Secure Helios Drive Store, organize, and share all your files in one secure workspace your team can access anytime. Learn More → 🔖 Smart Bookmarks Save catalog pages and files into organized collections so key references are always easy to find. Learn More → 🔎 Instant Global Search Search across experts, catalogs, tasks, files, gigs, and more from anywhere on the platform. Learn More → Questions about the tools? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Pair Tooling Catalogs+ with Smart Bookmarks to build a personal reference library of the supplier pages and specs you use most.

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Expert Guides

Helios Help Center Expert Guides Helios helps manufacturing professionals turn their knowledge and experience into real opportunities on their own terms. These guides walk experts through building a strong profile, creating service offerings, applying to gigs and quick tasks, and managing engagements and payments inside the platform. 🧭 Learn About the Expert Portal Navigate the Expert Portal — your dedicated workspace for managing services, gigs, and your profile. Learn More → 👤 Create Your Expert Profile Build the profile that gets you discovered, evaluated, and hired by manufacturing businesses. Learn More → 💰 Three Ways to Earn on Helios Compare Services, Gigs, and Quick Tasks to find the best way to earn based on your availability. Learn More → 🛠️ Offer Expert Services Create service listings with defined scope, pricing, and deliverables that businesses can request directly. Learn More → 📌 Apply for Gigs & Projects Browse open projects posted by businesses and apply with targeted proposals that highlight your expertise. Learn More → ⚡ Take on Quick Tasks Pick up short, fast-turnaround work and build your platform credibility between larger engagements. Learn More → 🏆 How to Build a Strong Expert Profile Learn practical tips to create a profile that builds trust, showcases your expertise, and attracts more business opportunities. Learn More → 🧩 Adding Skills & Competencies Add the skills, industries, and technical expertise that help businesses find the right expert for their needs. Learn More → 📜 Uploading Certifications Add professional certifications, industry standards, and credentials to strengthen your profile, build credibility, and help businesses verify your expertise. Learn More → Need help setting up? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: A complete Expert Profile with certifications, skills, and clear specialties helps you get discovered faster and matched to the right Gigs and Quick Tasks.

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Customer Guides

Helios Help Center Customer Guides Helios gives manufacturing businesses a faster, more structured way to find expert support, post projects, and get work done without long-term hiring commitments. These guides cover everything a business needs to discover experts, request services, post gigs and quick tasks, and manage engagements from start to finish. 🏢 Create Your Business Profile Showcase your capabilities, certifications, equipment, and offerings to get discovered on Helios. Learn More → ✅ Claim Your Business Profile Claim your existing business profile to verify ownership, manage your company information, and keep your business information up to date. Learn More → 📋 Discover Business Listings Browse and connect with partners, suppliers, distributors, and collaborators in the manufacturing ecosystem. Learn More → 🔍 Find Experts Search, filter, and evaluate manufacturing experts by skills, industries, certifications, and work style. Learn More → ⚖️ Three Ways to Hire Experts Compare Services, Gig Postings, and Quick Tasks to find the right way to get expert support. Learn More → 🛠️ Request Expert Services Browse and request pre-packaged expert service offerings with defined scope and upfront pricing. Learn More → 📌 Custom Gig Posting Post a custom project and receive tailored proposals from qualified experts ready to execute. Learn More → ⚡ Launch Quick Tasks Get fast, focused expert help without the setup of a full project — ideal for immediate needs. Learn More → Can't find the right expert? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Not sure which hiring path fits your project? Start with Three Ways to Hire Expertise to compare Services, Gigs, and Quick Tasks before you post.

Help

Getting Started

Helios Help Center Getting Started Helios is built for the manufacturing ecosystem, connecting businesses with experts, tools, and opportunity in one place. These guides help new users understand how the platform works, set up their account, and take the first steps toward getting value from day one. 🚀 What is Helios? Platform overview — who it's for and how it connects businesses with manufacturing experts. Learn More → ⚙️ How Helios Works Understand the platform structure, engagement models, and how businesses and experts connect. Learn More → 📝 Creating Your Account Sign up, choose your account type, and complete your Getting Started checklist. Learn More → 👥 Business vs Expert Accounts Understand the difference between account types and the features available to each. Learn More → 🔍 How Visibility Works on Helios How profiles, listings, and services get discovered — and what drives your position in search. Learn More → 🤝 Building Trust Through Your Profile How to build credibility before a single message is sent — for both businesses and experts. Learn More → 📷 Profile Photos & Banner/Cover Images Learn how to choose professional profile photos and banner images that build credibility, strengthen your personal brand, and create a strong first impression with businesses. Learn More → 📖 Glossary of Helios Terms A reference guide to key platform terms, features, and engagement concepts. Learn More → ❓ New User FAQ The most common questions from new Helios members, answered in one place. Learn More → New to Helios? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Complete your Getting Started checklist early. Verified accounts with full profiles get discovered faster across Helios search and recommendations.

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Legal & Compliance

Helios Help Center Legal & Compliance This section includes the legal terms, compliance notices, payment policies, and platform requirements that govern the use of Helios. These documents help define responsibilities, protect users, and support fair platform operations. 📜 Terms of Service The legal agreement governing your use of the Helios platform. Learn More → ⛓️ Modern Slavery Statement Helios's commitment to combating modern slavery and forced labor across its operations. Learn More → 🛡️ Marketplace Integrity & Anti-Fraud How Helios protects the marketplace against fraud, deception, and bad-faith activity. Learn More → 💸 Refund and Cancellation Rules and procedures for refunds, cancellations, and disputed engagements. Learn More → 💳 Payment, Billing, Payout, Refund and Dispute Policy How Helios handles payments, billing, payouts, refunds and disputes. Learn More → ⚖️ Helios Acceptable Use Policy (AUP) What is and isn't permitted when using Helios products, services, and platform features. Learn More → Legal questions? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: The Terms of Service and Acceptable Use Policy apply to every Helios member. Review both before posting your first listing, Gig, or Quick Task.

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Privacy & Data

Helios Help Center Privacy & Data Helios explains how personal data is collected, used, stored, shared, and protected. These policies help users understand their privacy rights and how we handle information across different regions and platform activities. 🔒 Privacy Policy How Helios collects, uses, stores, shares, and protects your personal data. Learn More → 🇺🇸 California Privacy Notice Privacy rights and disclosures for California residents under the CCPA. Learn More → 🇨🇦 PIPEDA Privacy Notice Privacy rights and disclosures for Canadian users under PIPEDA. Learn More → 🇪🇺 GDPR Privacy Notice Privacy rights and disclosures for users in the European Economic Area under GDPR. Learn More → Privacy questions? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Your regional privacy rights may differ depending on where you live. Check the notice that matches your location alongside the main Privacy Policy.

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Platform Rules & Policies

Helios Help Center Platform Rules & Safety Understand the standards, guidelines, and policies that define acceptable behavior on Helios and help create a professional environment for everyone. 🛡️ Trust & Safety Platform standards, protections, and how Helios keeps the community safe and credible. Learn More → ✅ Code of Conduct Expected behavior, community standards, and professional conduct requirements for all members. Learn More → ⚠️ Violence and Misconduct What constitutes violence, harassment, or misconduct and how Helios responds to it. Learn More → ©️ Copyright Policy Rules around intellectual property, infringement, and how to report copyright violations. Learn More → ⚖️ Enforcement and Appeals How Helios enforces its policies and the process for appealing enforcement decisions. Learn More → 🧾 Seller, Expert & Vendor Verification & Eligibility Standard Verification requirements and eligibility standards for experts, sellers, and vendors on Helios. Learn More → Have a safety concern? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: Review the Code of Conduct and Verification & Eligibility Standard before posting your first listing. They define what's expected of every member on Helios.

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User Safety & Security

Helios Help Center Trust, Safety and Security Learn how Helios handles user reports, account restrictions, scams, and enforcement actions to help maintain a safe and trusted manufacturing community. ✅ Community Standards Expected behavior, conduct standards, and what's not allowed on the Helios platform. Learn More → 🚩 Reporting a User How to report policy violations, misconduct, fake profiles, or suspicious activity on Helios. Learn More → 🔒 Account Bans Why accounts get banned and what it means for your platform access. Learn More → ⚖️ Enforcement & Appeals How Helios enforces its policies and how to appeal an enforcement decision. Learn More → 🛡️ Avoiding Scams & Fraud Red flags to watch for and how Helios protects members against fraudulent activity. Learn More → Need to report something urgent? Contact Helios → Can't find what you need? Go Back to Main Page → Tip: If something feels off, an unusual payment request, a profile that seems fake, or pressure to move communication off-platformreport it before taking further action.

Help

Learn About the Expert Portal

Helios Help Center Expert Guides Helios Help Center Learn About The Expert Portal The Expert Portal is your dedicated workspace on Helios, a separate, focused environment built specifically for manufacturing professionals. While businesses use Helios to find and hire expertise, the Expert Portal gives you everything you need to present your skills, find work, manage engagements, and get paid, all in one place. The portal is organized around how experts actually work: build your profile to get discovered, use the Earn Money section to find and respond to opportunities, manage active engagements through contracts, and use the Productivity Tools to support your client work. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Expert Portal Navigation 🔑 Step-by-step Guides 💰 The Three Ways to Earn ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🛠️ Experts Manufacturing professionals who want to offer their expertise on Helios, whether through pre-packaged services, project-based gigs, or fast-turnaround quick tasks. 🎥 Video Tutorial ⭐ Key Features A dedicated navigation structure separate from the business portal Expert Profile (My Profile) - your public-facing professional page Earn Money section - access to Services, Gig Postings, and Quick Tasks from the expert side Experts Listings - the full directory of experts, including your own listing Productivity Tools - Catalogs+, Helios Drive, Bookmarks, and more available to all members Dashboard - an overview of your activity, profile completeness, and available opportunities 🏷️ Key Terms Expert Portal The dedicated portal environment for experts on Helios, accessed after logging in with an expert account. Earn Money The left navigation section containing all expert-side engagement tools: My Services, Gig Postings, and Quick Tasks. My Profile Your public-facing expert profile page, accessed via Experts → My Profile. My Services The section where you create and manage your service listings and review incoming requests from businesses. Gig Postings The section where you browse open gig postings from businesses and track your submitted applications. Quick Tasks The section where you browse short-turnaround task postings from businesses and track your submitted applications. Experts Listings The full directory of published expert profiles on Helios. This is where businesses discover and evaluate you. Dashboard Your home screen after logging in, showing profile completeness, available gigs, active engagements, and platform activity. Profile Completeness A percentage score showing how much of your Expert Profile has been filled out. A higher score improves your visibility in the Experts directory. 🖥️ Understanding the Expert Portal Navigation The left navigation panel is organized into multiple sections, while the main panel on the right displays the content for whichever section you have selected. Dashboard & Message Hub Dashboard provides an overview of your profile, earnings, and work opportunities, while Message Hub keeps all conversations with businesses and active engagements in one place. Earn Money contains My Services (with Listings and Requests sub-pages), Gig Postings, and Quick Tasks, everything related to finding and managing paid work. Explore contains Catalogs+ and Experts, where you can browse the industrial catalog library and the full expert directory. Productivity contains Helios Drive and Bookmarks for file storage and saved catalog references. Rewards and Requests At the bottom of the panel, Rewards and Requests are accessible as standalone links. 🔑 Step-by-step Guides How to Access the Expert Portal 01 Go to expert.helios.supplies and log in with your expert account credentials. 02 After logging in, you will land on your Dashboard, the Expert Portal home screen. 03 Use the left navigation panel to move between sections. 04 If you see a business-facing view instead of the expert portal, check that you are logged into the correct account. How to Get Started as an Expert 01 Complete your Expert Profile - go to Experts → My Profile and fill in all sections: headline, summary, experience, industries, skills, certifications, work samples, and work preferences. 02 Click Verify Profile to submit your profile for verification and add a trust badge to your listing. 03 Click Publish to make your profile visible in the Experts directory. 04 Create your first Service listing - go to Earn Money → My Services → Listings and click + Create Service. 05 Browse open Gig Postings. Go to Earn Money → Gig Postings → Listing to find projects matching your expertise. 06 Browse open Quick Tasks. Go to Earn Money → Quick Tasks to find fast-turnaround opportunities. 💰 The Three Ways to Earn Helios gives manufacturing experts three structured ways to turn their knowledge and experience into income, each designed for a different working style, availability level, and type of engagement. 🛠️ Services Create a packaged offering that businesses can browse and request directly. Define the scope, process, deliverables, and pricing once. Businesses request it; you respond with a proposal and get to work. 📌 Gig Postings Browse custom projects posted by businesses. Apply with a targeted proposal. If selected, move through offer → contract → deliver → get paid. ⚡ Quick Tasks Browse short, focused requests posted by businesses. Apply fast, deliver quickly, build credibility. Great for staying active between larger engagements. Three Ways to Earn on Helios ❓ Frequently Asked Questions Is the Expert Portal separate from the business portal? Yes. The Expert Portal has its own dedicated navigation and tools designed for experts. While some features like Catalogs+, Helios Drive, and Bookmarks are available to both experts and businesses, the Earn Money section, My Profile, and Experts Listings are specific to the expert experience. Do I need to complete my profile before I can earn on Helios? You do not need a 100% complete profile to start, but a published profile is essential. Businesses review your profile before hiring you for services, gigs, and quick tasks. A more complete profile with filled-in skills, industries, and work samples significantly increases your chances of being selected. Can I use both the expert and business portals with one account? Currently, expert and business accounts are separate. If you need to operate as both an expert and a business on Helios, you will need separate accounts for each. Contact the Helios team through the Get Help panel for guidance on managing dual accounts. How do businesses find me on Helios? Businesses discover experts through the Experts directory (Experts → Listings), where they can search and filter by skills, industries, certifications, work mode, and rate range. They also find experts through service listings in the Services marketplace and through gig applications. A published, complete profile with accurate skills and industries is the most important factor in being discovered. How does payment work for experts? All payments on Helios are processed through Stripe. You must connect a Stripe account before you can receive payments. Go to Settings → Setup Payments to complete the connection. Once a contract is completed and the business finalizes the engagement, payment is processed and transferred to your connected account — typically within 1–3 business days depending on your bank. What is the Dashboard available gigs count? The Available Gigs count on your Dashboard shows the number of open gig postings that match the skills listed in your Expert Profile. The more complete and specific your skills matrix, the more accurately this number reflects relevant opportunities for you. Can I use the Productivity Tools as an expert? Yes. Catalogs+, Helios Drive, Bookmarks, Activities, and Global Search are available to all Helios members, including experts. Use them to reference product specs, store engagement files, and organize your client work alongside your active projects. 🔧 Troubleshooting I logged in but I see a business portal instead of the expert portal. You may be logged into a business account. Log out and log back in with your expert account credentials. If you only have one account and are unsure of the account type, contact the Helios team through the Get Help panel. The Earn Money section is not visible in my navigation. Earn Money is an expert-only section. If it is not visible, you may be logged into a business account, or your account may not have been fully set up as an expert account. Contact the Helios team through the Get Help panel to confirm your account type. My Dashboard is not showing any available gigs. The Available Gigs count is based on your published skills. If your Skills & Competence section in My Profile is empty or unpublished, no gig matches can be calculated. Fill in your skills matrix and publish your profile, then check the Dashboard count again. I cannot set up payments in Settings. Go to Settings → Setup Payments and follow the prompts to connect your Stripe account. 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 for assistance. My profile completeness percentage is not updating. Each section of your profile contributes to the score. Focus on the required fields first: Headline, Summary & My Story, Professional Experience, Skills & Competence, and Work Preferences. After saving each section, refresh the Dashboard to see the updated score. 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 Expert Portal ⭐ Publish your profile before anything else. An unpublished profile is completely invisible to businesses. Nothing else you do on the platform matters until this is done. ⭐ Set up Stripe payments early. You cannot receive payment for any completed engagement until your Stripe account is connected. Go to Settings → Setup Payments before you start taking on work. ⭐ Use all three earning methods at once. Your Service listings work passively while you actively apply to Gigs and Quick Tasks. There is no reason to limit yourself to one method. ⭐ Check your Dashboard regularly. The Available Gigs count updates as new postings match your skills. It's the fastest way to see relevant new opportunities without browsing the full board. ⭐ Treat your profile as a living document. After each engagement, update your Work I've Done section, add any new certifications, and refine your skills. A recently updated profile signals an active, engaged expert. Related Guides Create Your Expert Profile Three Ways to Earn on Helios Offer Expert Services Apply for Gigs and Projects Take on Quick Tasks

Help

Expert Profile

Helios Help Center Expert Guides Helios Help Center Create Your Expert Profile Your Expert Profile (also called My Profile) is your public-facing professional page on Helios. It is the first thing businesses see when they find you through the Experts directory, click through from a service listing, or review your gig application. A complete, well-crafted profile dramatically increases your chances of being hired. Your profile combines your credentials, work history, skills, certifications, work samples, and work preferences into a single, shareable page. The more complete and accurate your profile, the more discoverable and credible you appear to potential clients. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 🔑 Step-by-step Guides 📝 Profile Sections Explained ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🛠️ Experts Manufacturing professionals who want to get discovered, build credibility, and attract the right engagements on Helios. Your profile is your most important asset. It works for you around the clock. 🎥 Video Tutorial ⭐ Key Features Build a structured, shareable professional profile visible across the Helios platform Showcase skills with maturity levels, certifications, software, machines, and real work examples Configure your work preferences : types of work, hourly rate, availability modes, and geographic area Preview exactly how your profile appears to businesses before publishing A complete profile improves your search ranking and visibility in the Experts directory 🏷️ Key Terms Profile Completeness A percentage score visible on your Dashboard indicating how much of your profile has been filled out. A higher score means greater visibility. Aim for 100%. Listing Visibility Controls whether your profile appears in the Helios Discover Experts directory. Publish to Internet Creates a public profile page that anyone can visit. 🖥️ Understanding the Page Layout Expert Profile is accessed via Experts → My Profile in the left navigation. The page includes your profile information organized across five tabs: Overview , Experience & Skills , Certifications I Hold , Work I've Done , and Helios Services I Offer . Each tab focuses on a different aspect of your professional profile, making it easy for businesses to evaluate your expertise, experience, and services. Action buttons in the top-right include: Listing Visibility , and Publish to Internet . 🔑 Step-by-step Guides How to Set Up Your Expert Profile 01 Navigate to Experts → My Profile in the left navigation. 02 Click Edit Banner to upload your profile banner image and click your profile photo to upload a professional headshot. 03 Fill in your First Name and Last Name. 04 Write a compelling Headline that describes your expertise in one line (for example: Manufacturing Safety Expert | OSHA Compliance | Risk Mitigation Strategist). 05 Write your Summary & My Story. Explain who you are, your background, and how you help clients. 06 Fill in Professional Experience with your work history, including company names, roles, dates, and key accomplishments. 07 Click Edit in Industries I Know to add the industries relevant to your background. 08 Click Edit in Skills & Competence to add specific skills with their maturity level. 09 Add tools and software in Software I Use. 10 Add equipment and machines you have worked with in Machines Worked With. 11 List your professional communities in Communities I'm Part Of. 12 Add your official certifications under Certifications I Hold. 13 Add standards you are familiar with under Familiar Cert & Standards. 14 Upload portfolio files in the Work I've Done section: photos, reports, case studies, before/after examples. 15 Add your website and social media links under Online Presence. 16 Under Work Preferences, select your Types of Work I Take On, Hourly Rate Range, Ways I'm Available to Work, and Where I'm Available geographic area. 17 Click Verify Profile to begin the verification process and increase client trust. 18 Click Publish to make your profile visible in the Experts directory. How to Manage Directory Visibility and Preview Your Profile 01 Click Listing Visibility. 02 Enable Show in Discover Experts to publish your profile to the business directory. 03 Click Preview to review how your profile will appear to other users. How to Publish Your Profile to the Internet 01 Click Publish to Internet. 02 Enter or customize your Page Address. 03 Click Save. 04 Turn on Search Engine Indexing to allow search engines to discover your public profile. 05 Once published, copy your public link to share it. 📝 Profile Sections Explained Overview Tab Name, Headline, Summary & My Story Your professional identity. Your headline appears in search results, while your summary tells your professional story and highlights your expertise. Professional Experience Work history with company names, roles, dates, and key accomplishments. Quantify results wherever possible. Schools Optional. Educational background, degrees, and training programs. Online Presence Links to your professional website, LinkedIn, X, YouTube, Facebook, Instagram, and scheduling platforms. Work Preferences Types of Work I Take On, Hourly Rate Range, Ways I'm Available to Work, and Where I'm Available. Experience & Skills Tab Industries I Know Industries relevant to your background, used for filtering in the Experts directory. Skills & Competence Specific technical skills with maturity levels (1–5) and categories. Software I Use / Machines Worked With Software, tools, and industrial equipment relevant to your expertise. Communities I'm Part Of Professional associations, groups, or communities you belong to. Certifications I Hold Tab Certifications I Hold / Familiar Certs & Standards Formal certifications, licenses, and industry standards that demonstrate your qualifications and areas of expertise. Work I've Done Tab Work I've Done Showcase photos, reports, case studies, before-and-after examples, and other work samples that demonstrate your experience and provide proof of real deliverables. Helios Services I Offer Tab Service Listings Create and manage the services you offer on Helios. Define your scope of work, pricing, deliverables, and turnaround time so businesses can request your services directly. ❓ Frequently Asked Questions How does my profile affect my chances of getting hired? Significantly. A complete, polished profile builds trust and helps businesses decide to hire you quickly. Clients review your profile when evaluating your gig applications, when browsing the Experts directory, and when they receive a service request. Higher profile completeness also improves your visibility in search results. What is the difference between Certifications I Hold and Familiar Cert & Standards? Certifications I Hold is for certifications you have formally earned and can prove (for example, OSHA 30-Hour, ISO 45001 Lead Auditor). Familiar Cert & Standards is for standards or certifications you are knowledgeable about but do not formally hold. For example, you understand AS9120 standards even if you haven't been certified. What should I put in my Headline? Your headline should be specific and searchable. Use keywords a client would type when looking for someone like you: your specialty, industry, and top credential. Keep it under 180 characters. Example: CNC Machining Specialist | Fixture Design | Lean Manufacturing | On-Site & Remote. Can I have multiple skill maturity levels? Yes. You can add multiple skills across different categories, each with its own maturity level. The scale runs from 1 (Familiar) through 5 (Expert or Master), depending on the skill category. What happens if I unpublish my profile? Your profile becomes hidden from the Experts directory and from businesses browsing the platform. You will no longer appear in search results. Unpublish only if you are temporarily unavailable for work. What is the difference between publishing to the Experts Directory and publishing to the Internet? Publishing to the Experts Directory makes your profile discoverable by other Helios users. Publishing to the Internet creates a public web page that can be shared directly and, if Search Engine Indexing is enabled, discovered through search engines. 🔧 Troubleshooting My profile completeness percentage is not increasing. Each section contributes to your completeness score. Focus on required fields first: Headline, Summary & My Story, Professional Experience, Skills & Competence, and Work Preferences. Optional sections also contribute when filled in. My profile banner or photo is not saving. Ensure your file is within the 10 MB size limit and is a standard format (JPEG, PNG). Try uploading from a different browser if the issue persists. My profile is published but I am not appearing in the Experts directory. It may take a moment for the directory to refresh. Confirm your profile completeness is reasonably high and your skills and industries are filled in, as these feed the search and filter system. Check that your Where I'm Available area is configured. The Skills & Competence editor is not responding. Try refreshing the page. Skills data is loaded dynamically, so a slow connection can delay the interface. If the issue continues, contact Helios support through the Get Help panel. 💡 Tips for Getting the Most Out of Your Expert Profile ⭐ Don't wait until everything is perfect to publish. An 80% complete published profile is significantly more valuable than a 100% complete unpublished one. You can keep improving it while it's live. ⭐ Work I've Done is the most underutilized section of expert profiles and one of the most impactful. Real photos, anonymized reports, and before/after examples turn claims into proof. Add at least two examples before publishing. ⭐ Be specific in your Headline. Vague titles like 'Manufacturing Consultant' get scrolled past. Specific headlines like 'CNC Process Engineer | Machining Optimization | Scrap Reduction | Remote & On-Site' get clicked. ⭐ Use honest maturity levels in your Skills matrix. Businesses filter by proficiency and will quickly recognize a mismatch. Accurate levels build trust; inflated levels create mismatched engagements. ⭐ Keep your profile current. After completing a significant engagement, update your Work I've Done section and add any new certifications or skills. A recently updated profile signals an active, engaged expert. Related Guides Three Ways to Earn on Helios Offer Expert Services Apply for Gigs and Projects Take on Quick Tasks

Help

Business Listings

Helios Help Center Customer Guides Helios Help Center Business Listings Business Listings is the searchable directory of all companies on Helios. Discover, research, and connect with other businesses in the manufacturing ecosystem, whether as potential partners, suppliers, customers, or collaborators. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Find potential partners, suppliers, distributors, and collaborators. Organize discovered companies as Partners, Customers, or Collection for easy future reference. 🎥 Video Tutorial ⭐ Key Features Browse all businesses on Helios in a card grid Filter by Partners, Customers, or your saved Collection Search by business name, keyword, or industry term Filter by location, capabilities, compliance standards, materials, and industries View full business profiles - capabilities, certifications, equipment, and offerings Save businesses to your Collection or categorize them as Partners or Customers 🏷️ Key Terms All Businesses The default tab showing every business listed on Helios. Partners Companies you have formally marked as partners in your network. Customers Companies you have tagged as current, past or potential customers. Collection Businesses you have starred or saved to your personal watch list. Ecosystem Role Tags that categorize a business's function in the supply chain (for example, Job Shop, OEM, or Distributor). Unclaimed Profile A profile that exists in the directory but has not been verified or managed by the company. 🖥️ Understanding the Page Layout Business Listings is accessed via Businesses → Listings in the left navigation. Four tabs at the top organize the directory: All Businesses , Partners , Customers , and Collection . A search icon, filter icon, sort icon, grid view, list view, and a compact view are available in the top-right toolbar. Each business card shows: a banner image, company logo, name, short description, industries served count, and action icons for saving, starring, and a View More button . 🔑 Step-by-step Guides How to Browse and Search Business Listings 01 In the left navigation, click Businesses then Listings. 02 Use the tabs at the top to filter your view: All Businesses, Partners, Customers, or Collection. 03 Use the Search icon to search for a specific company by name or keyword. 04 Click the Filter icon to narrow results by industry, capabilities, compliance standards, location, and more. 05 Toggle between Grid view, List view, and Map view using the layout icons in the top-right. How to View a Business Profile 01 Find the business listing you want to explore and click View More. 02 A detailed profile opens with tabs: Overview, Branches, About Us, Offerings, and Manufacturing Capabilities. 03 Overview shows the company's headline, business size, ecosystem roles, and branch information. 04 About Us shows their mission, vision, competitive advantages, industries served, and compliance standards. 05 Offerings shows the products or services they provide. 06 Manufacturing Capabilities shows their capabilities matrix and equipment list. How to Save and Organize Businesses 01 On any listing card or profile, click the Star icon to add the business to your Collection. 02 Use the available icons to mark a business as a Partner or Customer. 03 View all saved businesses under the Collection tab on the Business Listings page. ❓ Frequently Asked Questions What is the difference between Partners, Customers, and Collection? Partners are businesses you have a formal supply or collaboration relationship with. Customers are businesses you sell to or have sold to. Collection is a general-purpose save list for businesses you want to track or reference. Can I contact a business directly from the Listings page? Yes. Open the business profile and use the contact details in the Branches tab, or use the message icon to send a direct message through Message Hub. What does Unclaimed mean on a business profile? It means no verified employee has taken ownership of that profile. Click Claim This Business if you work for that company. 🔧 Troubleshooting I cannot find a business I know is on the platform. Use the Search function to search by exact name. If the business still does not appear, they may have unpublished their profile. Try clearing your active filters and searching again. The business profile I opened shows limited information. If the profile is unclaimed or the business hasn't fully completed their setup, some sections may be empty. The profile owner needs to log in and complete their Business Profile to populate all fields. 💡 Tips for Getting the Most Out of Business Listings ⭐ Use the Partners and Customers tabs to quickly access businesses you've already tagged, rather than searching the full directory each time. ⭐ Star businesses you're considering working with to save them to your Collection for easy revisiting. ⭐ The compact list view is useful when you want to scan many listings quickly without the visual weight of full banner cards. Related Guides Claim Your Business Profile Create Your Business Profile Find Experts Three Ways to Hire Experts

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Profile Photos & Cover Images

Uploading Certifications

Adding Skills & Competencies

How to Build a Strong Expert Profile

Community Standards

Internal Collaboration Features

Claim Your Business Profile

Avoiding Scams & Fraud

Enforcement & Appeals - User Safety & Security

Account Bans

Reporting a User

Workspace or Account Deletion

Workspace Settings

Managing Team Members

Notifications and Preferences

Managing Connected Sessions

Forgot Password

Changing Your Password

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Glossary of Helios Terms

Building Trust Through Your Profile

How Visibility Works on Helios

Business vs Expert Accounts

FAQs

Creating Your Account

How Helios Works

What is Helios?

Payments and Billing

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Digitalize Operations

Expert Guides

Customer Guides

Getting Started

Legal & Compliance

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Platform Rules & Policies

User Safety & Security

Learn About the Expert Portal

Expert Profile

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