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Profile Photos & Cover Images

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

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Uploading Certifications

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

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Adding Skills & Competencies

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

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How to Build a Strong Expert Profile

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

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Community Standards

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

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Internal Collaboration Features

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

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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

Help

Business Profile

Helios Help Center Customer Guides Helios Help Center Business Profile Your Business Profile is your company's public-facing page on Helios, a structured, detailed representation of your capabilities, certifications, equipment, and offerings. Turn a basic company listing into a trusted manufacturing presence. No ads. No paid placements. Visibility earned through real capabilities. 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 Present your full capabilities, certifications, equipment, and offerings so buyers, experts, and partners can find you, understand you, and trust you faster. 🎬 Video Tutorial ⭐ Key Features Complete company profile - logo, banner, headline, business size, and ecosystem roles About Us - mission & vision, company story, competitive advantages, industries served Compliance & Standards - AS9100, CMMC, ISO, and other certifications Manufacturing Capabilities - supply chain role, capabilities matrix, materials Offerings - service, product, and training offerings Equipment list - pulls directly from your Equipments registry Portfolio & Media - photos, case studies, and example builds Business identifiers - NAICS codes, CAGE code, DUNS number Publish in Business Directory and Web - Make your business discoverable on Helios and the internet 🏷️ Key Terms Ecosystem Roles Industry categories that describe your company's position in the supply chain (for example, Contract Manufacturer, Job Shop, OEM, Industrial Distributor). Branch A physical location or facility of your business, including address and contact details. Headline A short tagline (up to 180 characters) summarizing your company's value proposition. Claimed Profile A profile that has been verified and is being actively managed by a confirmed employee of the company. Unclaimed Profile A profile that exists in the directory but has not yet been verified or managed by the company. Listing Visibility Controls whether your profile appears in the Helios Discover Business directory. Publish to Internet Creates a public profile page that anyone can visit. 🖥️ Understanding the Page Layout Business Profile is accessed via Businesses → Profile in the left navigation. The page has a full-width banner image at the top (editable via Edit Banner ) and a company logo overlaid on the bottom-left of the banner. Action buttons in the top-right include: Share (copy a link to your public profile), Listing Visibility , and Publish to Internet. 🔑 Step-by-step Guides How to Set Up Your Business Profile 01 Click Edit Banner to upload a cover photo and click on the logo area to upload your company logo. 02 Fill in your Name, Business Size, and Headline. 03 Select your Ecosystem Roles and Industries Served. 04 Fill in Branches with your primary location and contact details. 05 Complete the About section: Mission & Vision, Our Story, Competitive Advantage, Compliance & Standards, Customers Served, and Association Memberships. 06 Add your Service Offerings, Product Offerings, and Training Offerings. 07 Fill in Manufacturing Capabilities: supply chain role, capabilities matrix, and equipment list. 08 Add Business Identifiers, Online Presence links, and Portfolio & Media images. 09 Click Listing Visibility or Publish to Internet to make your profile visible across Helios and the web. How to Share Your Business Profile 01 Click the Share button at the top right portion of the page. 02 A modal panel will open displaying a fast-share link and a QR code that you can scan on your phone. How to Manage Directory Visibility and Preview Your Profile 01 Click Listing Visibility . 02 Enable Show in Discover Businesses 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 or share it directly via X , LinkedIn , Facebook , WhatsApp , or Email . 🏢 Business Profile Fields Explained Main (Left) Column Name (required) Your business display name. Headline (required) A short tagline up to 180 characters. About A longer company description, up to 5,000 characters. Competitive Advantage A rich-text field to highlight what sets you apart. Ecosystem Roles (required) Select all roles that describe your business. Industries Served (required) Multi-select checkboxes for industries you serve. Compliance & Standards Standards and certifications you follow. Business Size (required) A dropdown to select your employee count range. Right Column Branches Add locations with Branch Name, Address, Contact Email, and Contact Phone. Add multiple via Add One More Location. Contacts Add named contacts with their role or contact type. Business Identifiers Tax ID/EIN, NAICS Code, SIC Code, DUNS Identifier, Cage Code. Portfolio & Media Upload project photos, case studies, or example builds (up to 20 files, max 10 MB each). Social & Web Links Add your website URL and social media profile links. ❓ Frequently Asked Questions What is the difference between publishing to the Business Directory and publishing to the Internet? Publishing to the Business 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. Can I have more than one branch? Yes. Click Add One More Location in the Branches section to add as many branches as needed, each with its own address and contact details. Who can see my Business Profile? Profiles published to the Business Directory are visible to other Helios users. Profiles published to the Internet are accessible to anyone with the public link and can also appear in search engine results if indexing is enabled. Does my equipment list pull from the Equipments feature? Yes. Equipment added to your Equipments registry automatically populates in the Manufacturing Capabilities section of your Business Profile but internal notes, activities, etc. are only visible to your team. 🔧 Troubleshooting My profile isn't appearing in Business Listings. Make sure Show in Discover Businesses is enabled under Listing Visibility. Only profiles published to the Business Directory appear in Business Listings. My public profile isn't showing up on the Internet. Verify that you've published your profile using Publish to Internet and turned on Search Engine Indexing. It may take some time for search engines to index new or updated pages. I cannot edit certain fields on my profile. Some fields require clicking the Edit or pencil icon next to that section before they become editable. I see a message that says 'This business profile is unclaimed.' This means the profile was auto-generated from directory data and has not been verified. Click Claim This Business and follow the verification steps to take ownership. 💡 Tips for Getting the Most Out of Business Profile ⭐ A complete profile scores higher in the Profile Completeness tracker on your Dashboard. Aim for 100% to maximize visibility. ⭐ Use Preview to review how your profile appears before publishing it to the Business Directory or the Internet.. ⭐ Add multiple Branches if your business has more than one location, Each branch can have its own contact details. ⭐ Publish your profile to the Business Directory to be discovered by Helios users, and publish it to the Internet to share a public page that helps potential partners, customers, and collaborators learn about your business. Related Guides Discover Business Listings Find Experts Three Ways to Hire Experts

Help

Three Ways to Hiring Experts

Helios Help Center Customer Guides Helios Help Center Three Ways to Hire Experts Helios gives manufacturing businesses three structured ways to access expert support, each designed for a different type of need. Whether you need a ready-made solution, want to define your own project and receive proposals, or need fast help right now, Helios connects you with qualified manufacturing professionals in days, not months. No long-term hiring commitments. No staffing agencies. Just the right expertise, when you need it. Jump to: 🎥 Video Tutorial ⚙️ Three Engagement Models 📊 Which One Should You Use? ❓ Frequently Asked Questions 💡 Tips 🎬 Video Tutorial ⚙️ Three Engagement Models 🛠️ Way 1: Request Expert Services What It Is Services are pre-packaged expert offerings created and published directly by manufacturing professionals. Each listing has a defined scope, clear deliverables, and upfront pricing so you can evaluate exactly what you're getting before you commit. When to use it Use Services when you know what kind of help you need and want to skip the proposal process. A safety audit, a lean assessment, a CAD review, an SOP write-up. If it's already packaged and priced, you can request it directly. How it works 01 Browse the Services marketplace under Hire Help → Services . 02 Review the listing: Overview , Why Hire Me , Process for Satisfaction , What You'll Get , and Work Samples . 03 Click Request Service to initiate the engagement. 04 The expert responds with a formal proposal, both parties sign a contract, and work begins. 05 Track all active requests under Services → Requests . Request Expert Services → 📌 Way 2: Post a Custom Gig What It Is Gig Postings let you define your own project and invite the market to respond. You set the scope, the budget, and the requirements. Qualified experts review your posting and submit tailored proposals. You compare, select, and move forward with the best fit. When to use it Use Gig Postings when your need is custom, complex, or high-value enough that you want to evaluate multiple proposals before committing. Multi-week projects, specialized technical engagements, process redesigns, and compliance initiatives are all strong candidates for a Gig . How it works 01 Go to Hire Help → Gig Postings and click Create Gig . 02 Fill in the project title, category, budget, work site, and scope details including requirements, timeline, risks, and preferred skills. 03 Publish your posting. It's immediately visible to qualified experts on the platform. 04 Review applications in the Applications tab, communicate with candidates, and select the best fit. 05 The engagement moves through Hiring → Offering → Contracted as you finalize the selection. 06 Use Share Gig or Invite to Gig from an expert's profile to target specific professionals. Custom Gig Posting → ⚡ Way 3: Launch a Quick Task What It Is Quick Tasks are short, focused, fast-turnaround requests, targeted expert input without the structure of a full project. Post a Quick Task when something breaks, a deadline moves, or you need a quick review, a troubleshooting call, or a short deliverable fast. When to use it Use Quick Tasks when the scope is narrow, the deliverable is clearly defined, and you need a response quickly. A one-time safety walkthrough, a quick fixture review, a document edit, or a targeted technical recommendation are all ideal Quick Tasks . How it works 01 Go to Hire Help → Quick Tasks and click Create Quick Task . 02 Fill in the task title, category, budget, scope, and preferred skills. Attach any reference files in Additional Files . 03 Publish the task. It's live and visible to experts immediately. 04 Review responses in the Applications tab and select the right expert fast. 05 The engagement moves through Hiring → Offering → Contracted . 06 Use Share Quick Task to send your posting directly to specific experts. Launch Quick Tasks → 📊 Which One Should You Use? Services Gig Postings Quick Tasks Created by Expert You You Best for Packaged, repeatable help Custom, complex projects Fast, focused, one-time needs Pricing Set by expert You define the budget You define the budget Selection process Browse and request Post and receive proposals Post and fill quickly Typical timeline Flexible Multi-day to multi-week Fast turnaround ❓ Frequently Asked Questions Can I use more than one method for the same need? Yes. For example, you might post a Gig to find an expert for a larger project, and separately request a Quick Task from a different expert for an immediate need while the gig selection process runs. Do I need to have Stripe set up before I can hire? A payment method should be configured before engagements are finalized. Go to Settings → Setup Payments to connect your payment details so you're ready when the contract is signed. Can I invite a specific expert instead of waiting for applications? Yes. From any expert's profile page, click Invite to Gig to send a direct invitation to apply to your posting. You can also use Share Gig or Share Quick Task to send your posting link directly. What happens after both parties sign a contract? The engagement moves to In Contract status. Work begins, the expert logs progress through Work Records, and payment is processed after you complete the contract. What if I cannot find the right service or expert? Use the Can't Find Service or Can't Find Expert buttons on the Services and Experts pages respectively. Describe what you are looking for and the Helios team will help match you to the right resource. 💡 Tips ⭐ The more specific your scope, the better your results across all three methods. Vague requests attract vague responses. ⭐ Services are the fastest path to getting started when the help you need is already packaged. Browse the marketplace first before posting a Gig. ⭐ Use Quick Tasks to test a working relationship with an expert before engaging them on a larger Gig. It's a low-commitment way to evaluate fit. ⭐ After hiring, keep all engagement communication inside Helios through Message Hub and the Messaging tab. Off-platform communication for platform engagements is a policy violation and removes your protections. Related Guides Find Experts Request Expert Services Custom Gig Posting Launch Quick Tasks

Help

Request Expert Services

Helios Help Center Customer Guides Helios Help Center Request Expert Services Services is Helios's marketplace for pre-packaged expert service offerings. Unlike Gig Postings, which are business-initiated project requests, Services are created and published by experts. Each listing describes a specific deliverable, how it is delivered, how it is priced, and what you will receive. Browse, save, and request services directly. Once a request is made, Helios facilitates the full engagement lifecycle: from proposal submission through contract signing, billing, and completion. If the service you need isn't listed, the Can't Find Service option connects you directly with the Helios team for guided support. 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 ready-to-use expert help with clear scope and upfront pricing. No back-and-forth required. 🎥 Video Tutorial ⭐ Key Features Browse service packages from experienced manufacturing experts See clear scope, deliverables, and upfront pricing before committing Filter by category, delivery method, price range, and more Request any service directly from the listing or from an expert's profile Track all requests in the Requested Services tab Can't Find Service - submit a request if what you need isn't listed 🏷️ Key Terms Service Listing A defined, expert-created offering with a title, description, delivery method, pricing, and expected deliverables. All Services The tab showing every service available in the marketplace. Collection Services you have starred or saved to your personal watch list. Requested Services Services you have submitted a request for, tracked in a list view. Request Service The action button used to initiate an engagement with an expert. Request Status Pipeline Requested → Proposal Submitted → Review & Sign → In Contract → Completed. Proposal The expert's formal response to a request, including start date, time estimate, deadline, payment terms, and detailed work scope. Billing Tab Tracks work records, upcoming invoices, and invoice history for an active service engagement. Messagw Hub An in-platform conversation thread between you and the expert within a specific service contract. Can't Find Service A button to submit a request for a service type not currently listed in the marketplace. 🖥️ Understanding the Page Layout Services is accessed via Hire Help → Services in the left navigation. Three tabs appear at the top: All Services , Collection , and Requested Services . A search icon, filter icon, sort icon, grid/list/comparison view toggles, and a Can't Find Service button appear in the top-right. Each service card shows: delivery mode badge ( Remote/On-site/Hybrid ), price range, cover image, service title, description excerpt, expert name and avatar, and a Requested badge if already engaged. A star icon saves to Collection and a View More button opens the full listing. 🔑 Step-by-step Guides How to Access Services 01 In the left navigation under Hire Help, click Services to expand the submenu. 02 Click Listings to browse the service marketplace, or click Requests to view your service request history. How to Browse and Filter Service Listings 01 On the Services Listings page, use the All Services tab to browse the full catalog of expert-published services. 02 Click Collection to view services you have previously starred. 03 Click Requested Services to see services you have already engaged. 04 Use the Search icon to find services by keyword, expert name, or service type. 05 Click the Filter icon to narrow results by delivery mode (Remote/On-Site/Hybrid), price range, or category. 06 Toggle between Grid view, List view, and Map view using the layout icons. 07 Each card shows: delivery mode badge, price range, cover image, service title, expert name, and a Requested badge if already engaged. How to View a Service 01 On any service card, click View More to open the full detail panel. 02 The Overview tab shows: title, expert name (with a link to their profile), delivery mode, pricing model and rate, posted date, and full description. 03 Click the Details tab to review: Why Hire Me, Process for Satisfaction, and What You'll Get. 04 Click Work Samples to view examples of the expert's past project outputs. 05 Click Additional Documents to access supplementary files attached by the expert. How to Request a Service 01 Open a service by clicking View More on the service card. 02 Review the Overview, Details, and Work Samples tabs to confirm the service fits your needs. 03 Click Request Service in the upper right of the service panel. 04 Follow the prompts to submit your request. The expert will be notified and will respond with a formal proposal. 05 Track your request under Services → Requests. How to Track a Service Request 01 In the left navigation, click Services → Requests to open the Service Requests page. 02 The table shows: Service Title, Status, Expert, Requestor, and Created Date. 03 The Status column shows where the engagement stands in the pipeline: Requested, Proposal Submitted, Review & Sign, In Contract, or Completed. 04 Click any row to open the full service contract detail. How to Review a Service Contract 01 Open a service request from the Requests page. 02 The top status bar shows the pipeline: Requested → Proposal Submitted → Review & Sign → In Contract → Completed. 03 Use the Contract tab to review: Parties (both parties and their signed status), Original Service Post, Request Details, and the Proposal, including start date, time estimate, deadline, payment type, pay frequency, and full work scope. 04 Use the Billing tab to view Work Records, the Upcoming Invoice, and Invoice History. Click Billing Settings to manage payment preferences. 05 Use the Messaging tab to send and receive direct messages with the expert within the context of the contract. 06 Use the History tab to view a log of all status changes and actions on the contract. 07 Once the work is complete, click Complete Contract to close the engagement. 08 Click Download Contract to save a copy of the signed contract for your records. How to Save a Service to Your Collection 01 On any service card or inside the detail panel, click the Star icon. 02 The service is added to your Collection tab for quick future reference. ❓ Frequently Asked Questions What is the difference between a Service and a Gig Posting? A Service is expert-initiated. The expert defines the offering, delivery method, and pricing. A Gig Posting is business-initiated. You post a project need and experts apply with proposals. Use Services when you know what kind of help you need and want to select from pre-defined offerings. Use Gig Postings when you want to describe a custom project and receive competitive proposals. What happens after I click Request Service? The request is sent to the expert, who will review it and respond with a formal Proposal. The contract status advances from Requested to Proposal Submitted once the expert responds. Can I negotiate terms after the proposal is submitted? Yes. Use the Messaging tab within the service contract to communicate with the expert before signing. Both parties must agree on final terms before the contract moves to Review & Sign. How do I sign the contract? Once the expert submits a proposal and you review the terms in the Contract tab, you will see a signing prompt. Both parties must digitally sign for the status to advance to In Contract. How does billing work for hourly services? The expert logs work records in the Billing tab. These are reviewed by you and rolled into the upcoming invoice on the agreed pay frequency (for example, weekly). What if the service I need is not listed? Click Can't Find Service in the upper right of the Services Listings page to submit a request. The Helios team will work to match you with the right expert or service type. 🔧 Troubleshooting I cannot find my submitted service request. Navigate to Services → Requests in the left navigation. All service requests you have submitted are tracked there in a table, including completed and expired ones. The expert has not responded to my request. Check the status in Services → Requests. If the status still shows Requested after several days, use the Messaging tab in the contract to follow up with the expert directly. I cannot access the Billing tab or invoice data. Billing becomes active once the contract status has advanced to In Contract and the expert begins logging work records. If the contract has not been fully signed by both parties, billing will not yet be available. My Work Samples or Additional Documents are not loading. Not all experts upload supporting files. If samples are important to your decision, message the expert using the message icon on their profile before requesting the service. 💡 Tips for Getting the Most Out of Services ⭐ Review the Details tab carefully before requesting. Why Hire Me, Process for Satisfaction, and What You'll Get tell you exactly how the expert works and what you'll receive. A well-completed listing is a strong signal of a professional expert. ⭐ Use the Map view to find services available in your area. ⭐ Message the expert before requesting if the scope feels close but not exact. A quick conversation can confirm fit and avoid a mismatch after the contract is signed. ⭐ Use the Requested Services tab as your engagement tracker. You don't need to remember which services you've engaged; they're all listed there with current status. ⭐ If you can't find what you need, use Can't Find Service. The Helios team actively uses these submissions to recruit new experts and expand the marketplace. Related Guides Three Ways to Hire Experts Custom Gig Posting Launch Quick Tasks Find Experts

Help

Take On Quick Tasks

Helios Help Center Expert Guides Helios Help Center Take on Quick Tasks Quick Tasks is Helios's board for small, focused, fast-turnaround projects. It works similarly to Gig Postings but is designed for simpler, lower-cost engagements: a safety review, a quick consultation, a short document write-up, or a targeted technical recommendation. Businesses post Quick Tasks with a defined scope and budget, and experts respond with applications or offerings. Quick Tasks are one of the best ways to earn, stay active, and build platform credibility between larger engagements. 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? 🛠️ Experts Manufacturing professionals who are looking for fast-turnaround, lower-complexity work that fits around larger engagements and a strong way to build platform credibility and working relationships with businesses. 🎥 Video Tutorial ⭐ Key Features Browse all open Quick Tasks posted by businesses across all categories Search and filter by category, work site, payment type, and status View the full task detail : scope, deliverables, budget, preferred skills, and any attached reference files before applying Submit applications or proactive offerings on any posted task Track all your applications under Quick Tasks → Applications Receive offers and advance through Offering → Contracted once selected 🏷️ Key Terms Quick Task A short-scope project posted by a business to find fast, expert help at a defined price. Posted The task is published and open for expert responses. Hiring The business is reviewing and selecting a candidate. Offering The business has chosen a candidate and made an offer. Contracted The offer has been accepted and the task is underway. Posting Tab Shows the full task detail: description, scope, payment, and attached files. Applications Tab Where you track the status of your own submitted applications. 🖥️ Understanding the Page Layout Quick Tasks is accessed via Earn Money → Quick Tasks in the left navigation. Two sub-pages are available: the main Quick Tasks board (all open tasks posted by businesses) and Applications (your submitted applications and their statuses). Each task card shows: status badge, cover image, title, category, description excerpt, posted-by user, application count, and price. Click any card or View More to open the full task detail with tabs: Posting , Applications , History . 🔑 Step-by-step Guides How to Browse Quick Tasks 01 In the left navigation under Earn Money, click Quick Tasks. 02 Browse the posted cards to find available work. 03 Each card shows: status badge, cover image, title, category, description excerpt, posted-by user, application count, and price. 04 Use the Search icon to search by keyword or category. 05 Click the Filter icon to narrow results by category, work site, payment type, or status. 06 Toggle between Grid view and List view using the layout icons. 07 Click on a task title or View More to open the full detail. How to View and Evaluate a Quick Task 01 Click View More on any Quick Task card. 02 The status bar at the top shows the current stage: Posted → Hiring → Offering → Contracted. 03 Click the Posting tab to review in full: 04 Confirm you can deliver within the stated scope and timeframe before applying. Only apply to tasks you can genuinely complete.Quick Tasks move fast and missing a deadline affects your platform reputation. ℹ️ Posting Details Explained 🔹 Payment type and total amount 🔹 Work site and work authorization requirements 🔹 Posted By (company), Quick Task Owner, and Posted Date 🔹 Full description of the task 🔹 Scope & Requirements — specific bullet-point tasks you must complete 🔹 Preferred Skills — tag chips listing the desired skills and competencies 🔹 Additional Files — reference documents or supporting materials the business has attached How to Apply to a Quick Task 01 Open the Quick Task and review the full Posting tab. 02 Click Apply and submit your response. Briefly confirm your approach and availability within the stated timeframe. 03 Track your application status under Quick Tasks → Applications. 04 If selected, you will receive an offer. Review the offer details and proceed to contract signing. 05 Complete the work within the agreed scope and timeframe. 06 Submit a Work Record through the contract's Billing & Payment tab to notify the business of completion and trigger payment. How to Track Your Applications 01 In the left navigation under Earn Money, click Quick Tasks → Applications. 02 The Applications page shows all Quick Tasks you have applied to with their current status. 03 Click any row to open the full task detail and check for messages or offer updates. ❓ Frequently Asked Questions Are Quick Tasks a good way to build my reputation on Helios? Yes. Quick Tasks are one of the best ways to build platform credibility, establish working relationships with businesses, and stay active between larger gig or service engagements. Completed Quick Tasks contribute to your track record on the platform. What if I can't complete the task within the turnaround time? Contact the business through Message Hub as early as possible if you anticipate a delay. Do not apply to Quick Tasks you cannot genuinely complete within the stated timeframe. This protects both your reputation and the business's operations. Can I submit an Offering on a Quick Task instead of a traditional application? Yes. Experts can submit a proactive offering (a proposal) on any posted Quick Task. Your offering will appear in the business's Applications tab alongside direct applications. What is the difference between Quick Tasks and Gig Postings? Quick Tasks are for smaller, simpler, faster engagements, lower in price and narrower in scope. Gig Postings are for more complex, longer-term, or higher-value projects with detailed requirements and multi-step deliverables. Both follow the same status workflow. Can I apply to multiple Quick Tasks at once? Yes. There is no limit on the number of Quick Tasks you can apply to simultaneously. Only accept engagements you have genuine capacity to deliver within the stated timeframes. 🔧 Troubleshooting I cannot find a Quick Task I previously applied to. Go to Quick Tasks → Applications. All your submitted applications are tracked there, including those in progress and completed engagements. The Applications tab shows zero even though I submitted an application. Refresh the page. If the count still does not update, contact Helios support. There may be a sync issue with the applications feed. I received an offer but cannot find it in my Applications. Go to Quick Tasks → Applications and look for the task with a status of Offering. Click the row to open the offer details. 💡 Tips for Getting the Most Out of Quick Tasks ⭐ Quick Tasks are one of the fastest ways to build your platform credibility. Completing them well establishes working relationships with businesses and creates a track record that makes future applications, for both Quick Tasks and Gigs, more competitive. ⭐ Only apply if you can genuinely deliver within the stated timeframe. Quick Tasks move fast, and missing a deadline is more visible here than on a longer engagement. If the timeline is tight, say so upfront rather than overpromising. ⭐ Read the Additional Files section carefully. Businesses attach reference materials for a reason. The more context you absorb before applying, the more specific and credible your application will be. ⭐ Use the Preferred Skills tags as a fit filter. If the tags align well with your Skills & Competence matrix, the business is specifically looking for someone like you. Your application will be stronger and more relevant. ⭐ Submit a Work Record promptly after completing the task. Timely submission signals professionalism, keeps the payment process on track, and leaves the business with a positive final impression. Related Guides Create Your Expert Profile Three Ways to Earn on Helios Offer Expert Services Apply for Gigs and Projects

Help

Apply for Gigs and Projects

Helios Help Center Expert Guides Helios Help Center Apply for Gigs and Projects Gig Postings is Helios's project-based hiring board - a marketplace of real manufacturing projects posted by businesses looking for qualified experts to complete them. Browse open postings, find work that matches your expertise, and submit targeted applications. When selected, you move through a structured workflow from offer to contract to completion, with all communication and payments managed inside Helios. 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? 🛠️ Experts Manufacturing professionals who are looking for project-based, longer-term, or higher-value work where they can apply with a tailored proposal and be selected through a competitive process. 🎥 Video Tutorial ⭐ Key Features Browse all open gig postings from manufacturing businesses across all categories Search and filter by category, work site, payment type, and status View full gig details : scope, timeline, risks, preferred skills, and budget before applying Submit targeted applications that highlight your relevant experience and approach Track all your applications and their statuses under the Applications tab Receive offers and advance through Offering → Contracted once selected 🏷️ Key Terms Gig Posting A detailed project listing created by a business that you can apply to. Posted The gig is published and accepting applications. Hiring The business is actively reviewing applications. Offering The business has selected a candidate and made an offer. Contracted An offer has been accepted and the engagement is underway. Posting Tab Shows all details of the gig: scope, timeline, skills, and payment info. Applications Tab Where you track the status of your own submitted applications. Gig Owner The person at the posting company responsible for managing the gig. 🖥️ Understanding the Page Layout Gig Postings is accessed via Earn Money → Gig Postings in the left navigation. Two sub-pages are available: Listing (all open gigs posted by businesses) and Applications (your submitted applications and their statuses). Each gig card shows: status badge, cover image, title, category, description excerpt, posted-by user, application count, and compensation. Click any card or View More to open the full gig detail with tabs: Posting , Applications , History . 🔑 Step-by-step Guides How to Browse Gig Postings 01 In the left navigation under Earn Money, click Gig Postings → Listing. 02 Browse the gig cards to find open positions that match your expertise. 03 Each card shows: status badge, cover image, title, category, description excerpt, posted-by user, application count, and compensation. 04 Use the Search icon to search by keyword or project type. 05 Use the Filter icon to narrow results by category, work site, payment type, or status. 06 Toggle between Grid view and List view using the layout icons. 07 Click on a posting title or View More to open the full gig detail. How to View and Evaluate a Gig Posting 01 Open a gig posting from the board. 02 The status bar at the top shows the current stage: Posted → Hiring → Offering → Contracted. 03 The Posting tab is the default view. 04 Assess the fit carefully. Confirm the scope, timeline, and budget align with your expertise and availability before applying. ℹ️ Posting Tab Details 🔹 Payment type and total amount 🔹 Work site and work authorization requirements 🔹 Posted By (company), Gig Owner, and Posted Date 🔹 Full description of the project 🔹 Scope & Requirements: the specific tasks and deliverables you must complete 🔹 Timeline & Priority: key milestones and deadlines 🔹 Potential Risks & Assumptions: constraints and dependencies to be aware of 🔹 Preferred Experience & Skills: the qualifications the business is looking for How to Apply to a Gig 01 Open the gig posting and review the full Posting tab. 02 Click Apply and submit your application. Address the business's stated needs directly, highlight your most relevant experience, and explain your approach to this specific project. 03 Track your application status under Gig Postings → Applications. 04 If selected, you will receive an offer. Review the offer details in the Offering stage. 05 Proceed to contract signing, complete the work, and submit Work Records through the contract's Billing & Payment tab. How to Track Your Applications 01 In the left navigation under Earn Money, click Gig Postings → Applications. 02 The Applications page shows all gigs you have applied to with their current status. 03 Click any row to open the full gig detail and check for messages or offer updates. ❓ Frequently Asked Questions How do I know if my application was successful? Track your application status under Gig Postings → Applications. You will also receive a notification in Message Hub when a business moves your application forward or selects you. What makes a strong gig application? Address the business's stated scope and requirements directly. Highlight your most relevant experience for this specific project, explain your approach to the key challenges described, and be specific. Generic applications are far less effective than targeted ones. What is the difference between Gig Postings and Quick Tasks? Gig Postings are for more complex, larger-scope projects with detailed requirements, higher budgets, and multi-step deliverables. Quick Tasks are for simpler, faster, lower-cost engagements. Both follow the same Posted → Hiring → Offering → Contracted workflow. Can I apply to multiple gigs at once? Yes. There is no limit on the number of gigs you can apply to simultaneously. Only accept engagements you have genuine capacity to deliver. 🔧 Troubleshooting I cannot find a gig I previously applied to. Go to Gig Postings → Applications. All your submitted applications are tracked there, including those in progress and completed engagements. The Applications tab shows zero even though I submitted an application. Refresh the page. If the count still does not update, contact Helios support. There may be a sync issue with the applications feed. I received an offer but cannot find it in my Applications. Go to Gig Postings → Applications and look for the gig with a status of Offering. Click the row to open the offer details. 💡 Tips for Getting the Most Out of Gig Postings ⭐ Read the full Posting tab before applying, especially Scope & Requirements, Timeline & Priority, and Potential Risks & Assumptions. A targeted application that directly addresses the stated requirements is far more effective than a generic one. ⭐ Only apply to gigs where the scope, timeline, and budget genuinely align with your expertise and availability. A strong fit and a quality proposal beat volume every time. ⭐ Use the skills match between your profile and the Preferred Experience & Skills tags as a quick fit filter. If the tags align well with your Skills & Competence matrix, the business is more likely to consider your application seriously. ⭐ Keep your Expert Profile fully published and up to date. Businesses review your profile when they receive your application. An incomplete profile can undermine an otherwise strong proposal. ⭐ Respond promptly to messages from businesses after applying. Fast, professional engagement signals that you are reliable and easy to work with, which often matters as much as your technical qualifications. Related Guides Create Your Expert Profile Three Ways to Earn on Helios Offer Expert Services Take on Quick Tasks

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Offer Expert Services

Helios Help Center Expert Guides Helios Help Center Offer Expert Services Services is how you package your expertise into a discoverable, bookable offering on Helios. Create a structured service listing with defined scope, pricing, and deliverables; and businesses can find, evaluate, and request your help directly, without a gig application process. Once a business sends a request, Helios guides both parties through proposal, contract signing, billing, and completion all inside the platform. 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? 🛠️ Experts Manufacturing professionals who want to turn their knowledge into a ready-to-hire offering that works for them around the clock, discoverable by businesses browsing the marketplace. 🎥 Video Tutorial ⭐ Key Features Create structured service listings with defined scope, pricing, and deliverables Organize listings under My Services → Listings and manage incoming requests under Requests Build trust before engagement with Why Hire Me, Process for Satisfaction, and What You'll Get sections Add Work Samples and Additional Documents to support your listing Communicate with requesting businesses through the Messaging tab Submit Work Records and generate invoices through the Billing tab 🏷️ Key Terms My Services The navigation section under Earn Money where you manage your listings and incoming requests. Listings Tab Where you view, create, and manage your published service listings. Requests Tab Where you review and respond to incoming service requests from businesses. Service Listing A defined offering you create with a title, description, delivery method, pricing, and expected deliverables. Proposal Your formal response to a business's service request, including start date, time estimate, deadline, payment terms, and detailed work scope. Request Status Pipeline Requested → Proposal Submitted → Review & Sign → In Contract → Completed. Billing Tab Where you log work records and view invoices for an active engagement. Work Record A logged milestone or work entry you submit to notify the business of completed work and trigger invoice generation. 🖥️ Understanding the Page Layout My Services is accessed via Earn Money → My Services in the left navigation. Two sub-pages are available: Listings (your published service cards) and Requests (a table of all incoming service requests with Status , Business , Requestor , and Created Date columns). A + Create Service button appears in the top-right of the Listings page. 🔑 Step-by-step Guides How to Access My Services 01 In the left navigation under Earn Money, click My Services to expand the submenu. 02 Click Listings to manage your published services, or click Requests to review incoming service requests from businesses. How to Create a Service Listing 01 Go to My Services → Listings and click + Create Service. 02 Enter the service title, category, and industry focus. 03 Write a compelling description - state the problem you solve, who you serve, and what outcomes you deliver. 04 Set the delivery type (Remote, Hybrid, or On-Site) and the pricing model (Fixed Price or Hourly Rate) with your rate. 05 In the Details section, complete: Why Hire Me, Process for Satisfaction and What You'll Get. 06 Upload Work Samples - real examples of past deliverables relevant to this service. 07 Upload Additional Documents if relevant - case studies, credentials, templates. 08 Click Publish. Your service is now discoverable in the Services marketplace. ℹ️ Details Section Explained 🔹 Why Hire Me: your qualifications and why businesses should choose you for this specific service. 🔹 Process for Satisfaction: a step-by-step breakdown of how you deliver the work. 🔹 What You'll Get: a clear, specific list of deliverables the business will receive. How to Manage Incoming Service Requests 01 Go to My Services → Requests to see all incoming service requests. 02 Review the table: Service Title, Status, Business, Requestor, and Created Date. 03 Click any row to open the full service contract detail. 04 Review the business's request and use the Messaging tab to clarify scope, timeline, or any customization needed before submitting your proposal. 05 When ready, submit your Proposal. Include your start date, time estimate, deadline, payment type, pay frequency, and a detailed work scope covering scope, deliverables, assumptions, and communication terms. 06 Once the business reviews and both parties sign, the contract advances to In Contract and work begins. How to Submit a Work Record and Generate an Invoice 01 Open the active service contract from My Services → Requests. 02 Click the Billing tab. 03 Click Add Work Record and log the hours or milestone completed. 04 The business receives a notification to review your work record. 05 Once reviewed and approved, the work record rolls into the upcoming invoice on the agreed pay frequency. 06 When all work is complete and the business is satisfied, they will click Complete Contract to finalize the engagement and trigger payment. How to Edit or Unpublish a Service Listing 01 Go to My Services → Listings. 02 Click on the service listing you want to update. 03 Click the edit (pencil) icon or the three-dot menu to access edit or unpublish options. 04 Make your changes and click Save to update the live listing. ❓ Frequently Asked Questions How many service listings can I publish? There is no stated limit. Publish separate listings for each distinct service you offer so businesses can find and request exactly what they need. Can I decline a service request? Yes. If a request is not a good fit, communicate through the Messaging tab and decline with a clear explanation. Declining a request does not affect your standing on the platform. Can I customize my service for a specific business? Yes. Use the Messaging tab within the request to discuss customization, expanded scope, or pricing adjustments before submitting your formal proposal. What happens if I do not respond to a request? Service requests do not expire immediately, but timely responses build trust and improve your engagement quality signals on the platform. Respond promptly to maintain a strong reputation. How do I get more service requests? Complete all sections of your listing, especially Work Samples, Why Hire Me, and What You'll Get. Ensure your Expert Profile is also fully published, as businesses often review profiles before requesting services. 🔧 Troubleshooting My service listing is not appearing in the Services marketplace. Confirm the listing is published. Go to My Services → Listings and check the listing's status. If it shows Draft or Unpublished, click Publish to make it discoverable. A business sent a request but I did not receive a notification. Check My Services → Requests directly. All incoming requests appear there regardless of notification status. Check your notification settings to ensure alerts are enabled. The Billing tab is not active on my service contract. Billing becomes active once both parties have signed the contract and the status has advanced to In Contract. If the contract has not been fully executed, billing will not yet be available. 💡 Tips for Getting the Most Out of Services ⭐ Treat your listing like a proposal you'd send to a new client. The clearer your process and deliverables, the faster a business can evaluate fit and request your service with confidence. ⭐ Work Samples are the single most impactful addition to any service listing. Real examples of past deliverables turn a description into proof. Add at least one before publishing. ⭐ Publish separate listings for each distinct service you offer rather than one broad listing. Businesses search for specific help. A focused listing title and description surfaces much better in filtered searches. ⭐ Respond to service requests promptly. Response time is a trust signal. Businesses comparing multiple experts will often choose the one who engages first. ⭐ Use the Messaging tab to clarify scope before submitting your proposal. Resolving ambiguity early prevents scope creep and protects both parties after the contract is signed. Related Guides Create Your Expert Profile Three Ways to Earn on Helios Apply for Gigs and Projects Take on Quick Tasks

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Three Simple Ways to Earn on Helios

Adding Skills & Competencies — Helios Help Center Expert Guides Helios Help Center Three Ways to Earn on Helios 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. Whether you want to offer packaged services, take on project-based work, or help with short fast-turnaround tasks, Helios connects you with manufacturing businesses that need exactly what you know. No job applications. No recruiters. You define how you work and what you offer. Jump to: 🎥 Video Tutorial 🤝 Three Engagement Models 📊 Which One Is Right for You? ❓ Frequently Asked Questions 💡 Tips 🎥 Video Tutorial 🤝 Three Engagement Models 🛠️ Way 1: Offer Expert Services What it is Services are expert-created listings, packaged offerings you build once and publish to the Helios marketplace. Each listing defines your scope, your process, your deliverables, and your pricing. Businesses browse, evaluate, and request your service directly, without a competitive application process. When to use it Use Services when you have a specific, repeatable offering: a safety audit, a lean process review, a fixture design consultation, an SOP package, a training session. If you can define the scope, the deliverables, and the price upfront, it belongs in your Services listings. How it works 01 Go to Earn Money → My Services → Listings and click + Create Service 02 Write a compelling description of the problem you solve, who you serve, and what the business will receive 03 Complete the Details section: Why Hire Me , Process for Satisfaction , and What You'll Get 04 Add Work Samples - real examples of past deliverables that prove your capability 05 Set your pricing (fixed or hourly) and your delivery mode ( Remote , On-Site , or Hybrid ) 06 Click Publish . Your service is now discoverable in the Services marketplace 07 Incoming requests appear under My Services → Requests ; respond with a formal proposal, sign the contract, and deliver Offer Expert Services → 📌 Way 2: Apply for Gigs and Projects What it is Gig Postings are custom projects created by businesses and published to the platform. You browse open postings, find ones that match your expertise, and submit a targeted application. If selected, you move through an offer and contract process, deliver the work, and get paid all inside Helios. When to use it Use Gig Postings when you want to take on substantial, project-based engagements where your expertise can make a meaningful impact. Multi-week improvement projects, compliance initiatives, ERP implementations, process redesigns. These are gig-level opportunities. How it works 01 Go to Earn Money → Gig Postings → Listing to browse all open gigs. 02 Review the full Posting tab before applying: scope, requirements, timeline, risks, preferred skills, and budget. Only apply to gigs where the scope, timeline, and compensation genuinely align with your expertise and availability. 04 Submit a targeted application. Address the specific requirements, highlight your most relevant experience, and explain your approach to the challenge described. 05 Track your applications under Gig Postings → Applications . 06 If selected, review the offer, sign the contract, complete the work, and submit Work Records to trigger payment. Apply for Gigs and Projects → ⚡ Way 3: Take On Quick Tasks What it is Quick Tasks are short, focused, fast-turnaround requests posted by businesses: a safety walkthrough, a quick review, a targeted technical recommendation, a short document write-up. They're lower in complexity and typically lower in price than Gigs, but they move fast and can be completed quickly alongside other work. When to use it Use Quick Tasks when you want to earn between larger engagements, build credibility with new businesses, or take on focused work that matches a specific skill you want to stay sharp on. Quick Tasks are also one of the best ways to establish a working relationship with a business before a larger engagement. How it works 01 Go to Earn Money → Quick Tasks to browse all open tasks posted by businesses 02 Review the full Posting tab: description, scope, budget, turnaround, preferred skills, and any attached reference files 03 Only apply if you can genuinely deliver within the stated timeframe. Quick Tasks move fast and timely delivery matters 04 Submit your application or a proactive offering directly on the task 05 Track applications under Quick Tasks → Applications 06 If selected, complete the work, submit a Work Record , and await payment after the business completes the contract Take on Quick Tasks → 📊 Which One Is Right for You? Services Gig Postings Quick Tasks Created by You Business Business Best for Packaged, repeatable offerings Substantial project-based work Fast, focused, one-time tasks How you engage Business requests your listing You apply to the posting You apply to the posting Pricing control You set it Business sets the budget Business sets the budget Effort to start Create once, earn repeatedly Per-application effort Low-effort application ❓ Frequently Asked Questions Which earning model should I start with as a new expert? Quick Tasks are the fastest way to build your initial credibility on Helios. They are short, fast-turnaround, and low-commitment, giving you the chance to complete your first engagement, earn your first positive review, and build your platform track record quickly. Once you have a few completed Quick Tasks, publish your first Service listing and start applying to Gigs. Can I use all three earning models at the same time? Yes. You can have published Services, active Gig applications, and open Quick Task applications simultaneously. Manage your capacity carefully. Only accept engagements you can genuinely deliver on time. Responsiveness and reliability are the two strongest credibility signals on the platform. Do I need to connect Stripe before I can earn? Yes. Connecting Stripe is required before you can receive payment for any completed engagement, whether it's a Service, Gig, or Quick Task. Set up your Stripe account early from your Dashboard's Getting Started checklist so it's not a blocker when you're ready to get paid. When do I actually receive payment after completing an engagement? Payment is released when the business clicks Complete Contract. Stripe then processes the transfer to your connected bank account, typically 1–3 business days, depending on your bank's processing schedule. You can track the status of your payout through your Stripe Express dashboard. How do I know which gigs or quick tasks match my skills? Your Dashboard shows an Available Gigs count that reflects open postings matching your published skill profile. The more complete and specific your Skills & Competence matrix is, the more accurately your Dashboard reflects relevant opportunities. Can I decline a service request or application opportunity? Yes. For service requests, communicate through the Messaging tab and decline with a clear explanation. This does not affect your standing on the platform. For gigs and quick tasks, simply do not apply to postings that aren't a good fit. 💡 Tips ⭐ Publish your Services listings before doing anything else. A listing that's live and visible is working for you even when you're not actively browsing the platform. ⭐ Work Samples are the most underutilized part of any service listing and the most impactful. Real examples of past deliverables convert browsers into requesters faster than any description alone. ⭐ When applying to Gigs, quality beats volume. A single well-crafted application that directly addresses the specific scope and challenges described will outperform five generic applications every time. ⭐ Quick Tasks are the fastest way to build your platform reputation when you're new to Helios. Complete a few well, and your credibility with new businesses grows quickly. ⭐ Keep your Expert Profile fully published and up to date. Businesses review your profile when evaluating your service requests and gig applications. An incomplete profile can undermine an otherwise strong pitch. Related Guides Create Your Expert Profile Offer Expert Services Apply for Gigs and Projects Take on Quick Tasks

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Acceptable Use Policy (AUP)

Helios Acceptable Use Policy (AUP) 1. Purpose This Acceptable Use Policy (“AUP”) governs how users may access and use the Helios platform, including all services, features, content, and payment systems. It is designed to protect the integrity of the Helios ecosystem and ensure safe, lawful, and professional interactions between companies, experts, vendors, and other participants. This AUP is incorporated into and forms part of the Helios Terms of Service. 2. Scope This AUP applies to all users of Helios, including but not limited to: Companies and SMEs Independent experts and consultants Vendors, partners, and associations Students and emerging talent It applies to all activities conducted on or through the platform, including gigs, quick tasks, messaging, payments, and content sharing. 3. Prohibited Activities You may not use Helios to engage in, promote, or facilitate any of the following: 3.1 Fraud and Deceptive Practices Misrepresenting your identity, credentials, certifications, or experience Submitting false proposals, deliverables, or claims Engaging in scams, phishing, or deceptive financial practices 3.2 Circumvention of the Platform Attempting to bypass Helios fees or payment systems Soliciting or accepting off-platform payments for services initiated on Helios Redirecting users to external channels to avoid platform transactions 3.3 Payment Abuse and Financial Misconduct Using unauthorized or stolen payment methods Initiating fraudulent chargebacks or disputes Manipulating billing flows, milestone approvals, or refunds Exploiting stored payment methods or off-session charging mechanisms without authorization 3.4 Intellectual Property Violations Uploading, sharing, or using content without proper rights or licenses Disclosing proprietary manufacturing processes, trade secrets, or confidential information without authorization Infringing on patents, trademarks, copyrights, or trade secrets 3.5 Platform Manipulation and Abuse Creating fake accounts or multiple accounts for deceptive purposes Manipulating ratings, reviews, search rankings, or engagement metrics Spamming messages, proposals, or listings Scraping, harvesting, or extracting data without permission 3.6 Security Violations Attempting to hack, disrupt, or compromise Helios systems Introducing malware, viruses, or malicious code Interfering with platform performance or availability 4. Marketplace Integrity (Gigs and Quick Tasks) 4.1 Proper Use of Gigs vs. Quick Tasks Gigs must be used for complex, multi-step, or longer-term engagements Quick Tasks must be used for short, simple, and clearly scoped work You may not: Misclassify work to manipulate pricing or avoid appropriate engagement structures Fragment larger projects into multiple quick tasks to bypass fees or oversight 5. Payments, Billing, and Stripe Compliance 5.1 Authorized Use of Payment Systems You must use Helios-approved payment systems for all transactions initiated on the platform. You agree not to: Circumvent Helios payment processing (including Stripe) Request or accept direct payments outside the platform Interfere with or misuse payment authorization flows 5.2 Stored Payment Methods and Consent You may only use saved payment methods in accordance with user consent and Helios Terms. You may not: Charge a payment method without proper authorization Misrepresent the purpose, timing, or amount of charges Exploit off-session payment mechanisms 5.3 Transaction Integrity All payments must reflect legitimate, agreed-upon services. You may not: Create fake transactions to inflate reputation or earnings Approve or dispute payments in bad faith Collude with other users to manipulate financial activity 6. Content and Communication Standards You agree to maintain professional and lawful conduct in all interactions. You may not: Harass, threaten, or abuse other users Share illegal, harmful, or misleading content Post content that is defamatory, obscene, or discriminatory Mislead users regarding services, pricing, or outcomes 7. Compliance with Laws and Regulations You are responsible for complying with all applicable laws and regulations, including but not limited to: Anti-bribery and anti-corruption laws Anti-fraud and financial regulations Intellectual property laws Data protection and privacy laws Export control and trade compliance laws 8. Data Use and Confidentiality You may not: Collect or use user data without proper authorization Share confidential or proprietary information obtained through Helios Use platform data for unauthorized competitive or commercial purposes 9. Enforcement and Remedies Helios reserves the right to investigate and take action against violations of this AUP, including: Removal of content or listings Suspension or termination of accounts Freezing or reversing transactions Withholding payouts where appropriate Reporting to law enforcement or regulatory authorities Enforcement actions may be taken at Helios’ sole discretion and without prior notice where necessary to protect the platform. 10. Reporting Violations Users are encouraged to report suspected violations of this AUP. Helios may review reports and take appropriate action. 11. Updates to this Policy Helios may update this AUP from time to time. Continued use of the platform constitutes acceptance of any updated terms. 12. Relationship to Other Policies This AUP should be read alongside: Helios Terms of Service Helios Privacy Policy Helios Code of Conduct Helios Payments and Billing Terms In the event of conflict, the Terms of Service will prevail.

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Payment, Billing, Payout, Refund and Dispute Policy

Helios Terms of Service Payment, Billing, Payout, Refund and Dispute Policy Helios uses Stripe and Stripe Connect as its primary payment-processing and payout infrastructure. This Policy governs the Helios user experience while also recognizing applicable Stripe terms, technical rules, risk controls, and financial-partner requirements. Policy Overview This page consolidates Helios payment, billing, payout, refund, cancellation, chargeback, and dispute rules into one central policy. Helios currently uses Stripe and Stripe Connect to process eligible payments, onboard connected accounts, move funds, issue refunds, manage disputes, and facilitate payouts. This Payment, Billing, Payout, Refund and Dispute Policy (“Payment Policy”) explains how payments are authorized, collected, held, released, refunded, disputed, reversed, and paid out through the Helios platform. It applies to companies and customers purchasing services; Experts, professionals, Vendors, and other service providers receiving payment; and all users participating in Quick Tasks, Gigs, projects, milestones, subscriptions, or other paid transactions. This Payment Policy forms part of the Helios Terms of Service. By using Helios payment features, users agree to this Policy, the Terms of Service, applicable project terms, and relevant payment-processor terms. Stripe infrastructure Eligible payments and payouts are processed through Stripe and Stripe Connect. Evidence-led decisions Refunds and disputes depend on scope, delivery, communications, and transaction records. Controlled fund release Payments may remain pending until review, acceptance, verification, and risk checks are complete. No duplicate recovery Users may not receive both a refund and chargeback recovery for the same payment. Payment Policy Sections Definitions Key payment and transaction terms. + Buyer: A user purchasing or funding a service, Quick Task, Gig, project, milestone, subscription, or other transaction. Service Provider: An Expert, professional, Vendor, freelancer, or other user eligible to receive payment through Helios. Helios Pay: Payment functionality made available through the Helios platform. Payment Processor: Stripe or another third-party provider authorized by Helios to process payments, refunds, verification, transfers, and payouts. Connected Account: A payment account established by a Service Provider through Stripe Connect or another supported provider. Project: A Quick Task, Gig, consultation, milestone, engagement, or other paid transaction arranged through Helios. Platform Fee: An amount charged by Helios for access to, use of, or transactions completed through the platform. Processing Fee: A fee associated with payment processing, currency conversion, transfers, payouts, or related financial services. Available Balance: Cleared funds eligible for payout. Pending Balance: Funds received or recorded but not yet eligible for payout. Payment Release: Authorization or system action making payment available to a Service Provider, subject to holds and deductions. Refund: A full or partial return of payment to a Buyer. Payment Dispute: A request submitted through Helios concerning delivery, quality, authorization, completion, or payment status. Chargeback: A payment reversal initiated through a bank, card issuer, payment provider, or card network. Back to top Role of Helios and Payment Processors How Helios, Stripe, banks, and card networks participate. + Helios provides a marketplace and payment-facilitation environment. Its primary payment solution is Stripe , including Stripe Payments and Stripe Connect . Helios may use another authorized processor where necessary. Stripe may provide payment collection, payment authentication, tokenization, fraud screening, connected-account onboarding, identity verification, balance management, transfers, refunds, dispute handling, and payouts. The precise allocation of responsibility between Helios, Stripe, and a Connected Account depends on the Stripe account configuration and charge type used for the transaction. Helios is not a bank, credit union, card issuer, escrow institution, or fiduciary. Users who receive funds may be required to create or maintain a Stripe Connected Account and accept the applicable Stripe Services Agreement, Stripe Connect terms, Connected Account Agreement, and other terms presented during Stripe onboarding. Users may be required to provide legal name, business details, address, date of birth, government identification, tax information, beneficial-ownership information, bank-account details, and other information required by Stripe, its banking partners, payment networks, or applicable law. A Payment Processor, bank, card issuer, or financial institution may reject, delay, block, reverse, or investigate a transaction. Helios does not control every external payment-processing decision. Back to top Payment Authorization What users authorize when submitting payment. + When a Buyer submits a payment method or confirms a transaction, the Buyer authorizes Helios and its Payment Processor to: Verify and charge the payment method; Collect disclosed service amounts, Platform Fees, Processing Fees, taxes, and other charges; Reattempt failed payments where legally permitted; Store or tokenize payment methods when enabled by the Buyer; Process expressly authorized off-session charges; Issue credits, refunds, adjustments, and reversals; and Share necessary transaction information with banks, networks, fraud-prevention providers, regulators, and service providers. The Buyer represents that the Buyer is authorized to use the submitted payment method and must keep billing information accurate and current. Back to top Pricing and Transaction Confirmation How charges, fees, taxes, and errors are handled. + Before confirmation, Helios may display the service price, milestone amount, Platform Fee, Processing Fee, taxes, currency, recurring-payment terms, estimated provider earnings, and other transaction-specific charges. The final checkout or confirmation amount controls unless there is an obvious pricing, system, currency, or calculation error. Helios may correct such errors and, where reasonably practicable, notify the affected user before collecting an additional amount. Back to top Funding Quick Tasks, Gigs and Projects How transactions may be authorized, captured, or held. + Helios may require a Buyer to fund all or part of a Project before work begins. Depending on the transaction, Helios may charge immediately, authorize and capture later, collect by milestone, collect a deposit, collect recurring payments, or hold funds pending completion, acceptance, or review. A payment marked pending, authorized, processing, or reserved is not necessarily completed. Service Providers should not rely on a payment until Helios identifies the funds as available or released. Back to top Milestone Payments Funding, acceptance, release, and completion rules. + A Project may be divided into milestones. Each milestone should identify the deliverable, payable amount, target date, acceptance requirements, and revision conditions. A milestone may be released after Buyer acceptance or automatically when the Buyer approves the work, the review period expires without dispute, the project terms allow automatic release, Helios determines the work was completed, or release is otherwise required. Funding a milestone is not acceptance. Releasing a milestone generally constitutes acceptance, except in cases involving fraud, unauthorized payment, duplicate payment, material misrepresentation, or another basis recognized by law. Back to top Review and Acceptance Period Time available to inspect work and raise concerns. + Where a Project includes a review period, the Buyer must inspect the deliverable and raise material concerns before that period expires. During the review period, the Buyer may accept the work, request in-scope revisions, report non-delivery, raise a Payment Dispute, or request cancellation where permitted. Failure to respond may result in automatic acceptance and Payment Release. Back to top Platform and Processing Fees When fees apply and whether they are refundable. + Helios may charge Buyers, Service Providers, or both a Platform Fee. It may also charge or pass through Processing Fees for card payments, bank payments, currency conversion, international transactions, payouts, failed or returned payments, chargebacks, and related services. Unless otherwise required by law or expressly stated by Helios, Platform Fees are non-refundable once the associated platform service has been substantially provided. Under Stripe’s standard pricing rules, issuing a refund generally does not return the original Stripe payment-processing fee, Connect fee, or currency-conversion fee. Certain payment methods, bank transfers, or custom Stripe pricing arrangements may also impose a separate refund cost. Helios may deduct or retain these non-recoverable costs to the extent disclosed and permitted by law. Back to top Service Provider Earnings and Payouts Verification, availability, payout schedules, and timing. + A Service Provider must complete all identity, tax, banking, sanctions, business, and Connected Account verification required by Helios and Stripe before receiving payouts. Stripe may request updated or additional information at any time. A Connected Account may be unable to accept payments or receive payouts until all outstanding Stripe requirements are satisfied. Funds may become available only after payment confirmation, Buyer acceptance, completion of the review period, fraud and risk screening, resolution of disputes, applicable holding periods, and satisfaction of Payment Processor requirements. Payout timing may vary by country, account history, schedule, bank processing time, payment method, currency, risk status, weekends, holidays, regulatory review, and Payment Processor availability. Estimated payout dates are not guaranteed delivery dates. Back to top Payout Holds, Delays and Reserves When Helios may restrict or reserve funds. + Helios or its Payment Processor may delay, pause, limit, or withhold a payout when reasonably necessary to investigate fraud, complete verification, comply with law, respond to sanctions concerns, address disputes or chargebacks, cover anticipated liabilities, investigate unusual activity, confirm delivery, respond to account-security concerns, enforce policy, or protect users and third parties. Helios or Stripe may establish fixed, rolling, transaction-specific, or percentage-based reserves for elevated refund, chargeback, fraud, performance, or compliance risk. Stripe may also hold reserve amounts when a Connected Account or platform balance becomes negative or when Stripe determines that future refunds, disputes, or losses are reasonably anticipated. Reserved funds are not forfeited solely because they are held. They may be released after the relevant exposure is resolved, subject to refunds, disputes, fees, reversals, negative balances, or other authorized deductions. Back to top Negative Balances and Recovery How refunds, reversals, and other liabilities are recovered. + An account may develop a negative balance because of refunds, chargebacks, reversals, dispute fees, duplicate payouts, erroneous transfers, taxes, penalties, fraud losses, or other valid adjustments. Where legally permitted, Helios and Stripe may recover negative balances by deducting from current or future funds, reversing a transfer, offsetting future earnings, applying reserves, suspending payouts, debiting an authorized external account where Stripe’s configuration and local law permit, or requesting direct repayment. For some Stripe Connect configurations, a refund or dispute is first deducted from the Connected Account. For other charge types or configurations, Helios may be financially responsible if the Connected Account lacks sufficient funds. Helios may recover such amounts from the responsible user. Failure to resolve a negative balance may result in restrictions, suspension, termination, collection activity, or legal action. Back to top Cancellations How completed and uncompleted work is treated. + A Buyer or Service Provider may request cancellation through Helios. Approval depends on whether work started, the work completed, submitted deliverables, the reason for cancellation, project terms, incurred costs, user conduct, and fairness to the other party. Unperformed work may be refunded. Payment may be released for completed or substantially completed work. Accepted milestones and applicable fees may remain final. Helios may allocate funded amounts based on the available evidence. Back to top Refund Eligibility When full or partial refunds may be approved. + A full or partial refund may be available when a Service Provider did not deliver, cancelled before performing, materially failed to meet the agreed scope, or when a transaction was duplicated, incorrectly charged, unauthorized, affected by a confirmed technical error, mutually resolved, or legally required. Refund eligibility depends on the transaction record, scope, communications, deliverables, timing, completion status, and evidence. Dissatisfaction alone does not guarantee a refund where the agreed service was materially delivered. Back to top Non-Refundable Payments Transactions and fees generally treated as final. + Unless otherwise required by law, the following are generally non-refundable: Accepted or released work; Completed Quick Tasks and accepted milestones; Platform services already substantially provided; Processing, payout, banking, or currency-conversion costs already incurred; Work completed before cancellation; Custom work meeting the agreed scope; Started subscription periods, unless otherwise stated; Promotional credits or non-cash account credits; Off-platform payments; and Amounts associated with fraud, abuse, or material policy violations. Helios may issue a discretionary credit or refund without creating an obligation to do so in other cases. Back to top Refund Method and Timing Where approved refunds are sent and when they appear. + Approved refunds are generally issued to the original payment method, the Buyer’s Helios Pay Balance where available and lawful, or another method approved by Helios or the Payment Processor. Processing time depends on the payment method, transaction age, currency, Payment Processor, bank, and card network. Helios does not control how quickly an external institution posts a submitted refund. Back to top Payment Disputes Through Helios How to raise a transaction concern before a chargeback. + Before filing a chargeback, users are expected to attempt resolution through Helios unless the payment was unauthorized or immediate external reporting is reasonably necessary. A dispute should include the Project or transaction ID, issue description, relevant dates, agreed scope, communications, deliverables or evidence of non-delivery, revision requests, payment records, and requested resolution. Helios may request additional evidence and establish response deadlines. Failure to respond may result in a decision based on the available record. Back to top Payment Dispute Resolution Possible outcomes and evidence considered. + Helios may release payment, issue a full or partial refund, divide funds, require limited revisions, cancel an uncompleted milestone, issue Helios credit, reverse a transfer, hold funds for further review, or take another reasonable action. Helios may consider the original scope, agreed changes, delivery records, completion status, quality requirements, communications, timing, acceptance history, revision requests, user conduct, evidence of use or benefit, applicable policies, and fraud indicators. Helios’s decision concerns administration of funds within the platform and is not necessarily a determination of every legal issue between users. Back to top Appeals When a payment decision may be reconsidered. + An appeal may be submitted when a user identifies a material factual error, provides significant new evidence that was not reasonably available earlier, shows that a policy was materially misapplied, or identifies a technical or procedural error. Helios may decline repetitive, abusive, bad-faith, unsupported, or duplicative appeals. Unless required by law, the appeal decision is final within the Helios internal process. Back to top Chargebacks and External Disputes How bank and card-network disputes affect the transaction. + A chargeback is separate from the Helios dispute process and is governed by the Buyer’s bank, card issuer, card network, Stripe, and applicable law. Stripe facilitates the submission of evidence, but the issuing bank or applicable payment institution generally makes the final chargeback decision. When a chargeback is filed, Helios may suspend payment, reverse transfers, deduct the disputed amount and fees, hold payouts, submit evidence, restrict accounts, require repayment, or cancel related credits and refunds. Users must not knowingly file a false or abusive chargeback, including claiming an authorized payment was unauthorized, disputing after using delivered work, seeking duplicate recovery, falsely claiming non-delivery, or withholding relevant evidence. Back to top Duplicate Recovery A user may not recover the same payment twice. + A user may not receive more than one refund, credit, reimbursement, or chargeback recovery for the same transaction. Helios may cancel duplicate refunds, reverse credits, recover duplicate amounts, offset future balances, or restrict an account until overpayments are repaid. Users must promptly report duplicate credits or refunds. Back to top Off-Platform Payments Required transactions must remain within approved Helios flows. + Users must not move a Helios-initiated transaction off-platform to avoid fees, safeguards, monitoring, taxes, recordkeeping, or dispute procedures. Prohibited conduct includes direct bank-payment requests, external wallet or cryptocurrency payment requests, false platform pricing with an off-platform balance, external invoices used to bypass Helios, or instructions to mischaracterize a transaction. Helios does not administer, protect, mediate, or refund off-platform payments. Back to top Fraudulent, Unauthorized and Restricted Transactions Prohibited payment and financial activity. + Helios Pay and Stripe must not be used for fraud, money laundering, sanctions evasion, stolen credentials, unauthorized payments, cash advances, sham transactions, circular payments, artificial volume, card testing, account takeover, prohibited goods or services, or unlawful activity. Transactions must comply with Stripe’s current Prohibited and Restricted Businesses rules. Some otherwise lawful activities may require Stripe’s prior approval or may not be supported because of card-network, banking-partner, regulatory, geographic, or risk requirements. Helios may block, reverse, hold, report, or investigate suspicious transactions and may require proof of identity, authorization, business activity, delivery, or source of funds. Back to top Taxes User responsibilities and Helios withholding or reporting. + Users are responsible for determining and satisfying their tax obligations unless Helios is legally required to calculate, collect, withhold, report, or remit taxes. Helios may collect applicable taxes, request tax documentation, withhold required amounts, report payments, issue tax forms, and restrict payouts when required information is missing. Nothing in this Policy constitutes tax advice. Back to top Currency Conversion Exchange rates, conversion fees, and refund differences. + Transactions may involve currency conversion determined by a Payment Processor, bank, financial institution, or card network. Conversion may result in exchange-rate differences, third-party fees, and differences between the amount charged and the amount later refunded. Helios is not responsible for exchange-rate movements or third-party conversion charges. Back to top Failed, Declined, Pending and Reversed Payments Common payment states and consequences. + A payment may fail, be declined, remain pending, or be reversed because of insufficient funds, bank restrictions, incorrect details, authentication requirements, fraud screening, network interruptions, card expiration, regulatory restrictions, or other technical or financial reasons. Helios may request another payment method. A Service Provider is not entitled to payout for a transaction that was not successfully collected unless Helios expressly states otherwise. Back to top Account Closure With Pending Funds Outstanding liabilities continue after closure. + Closing an account does not eliminate existing payment obligations. Helios may retain transaction records and hold funds for a reasonable period to address refunds, chargebacks, disputes, taxes, legal requests, fraud, negative balances, policy investigations, and other outstanding liabilities. After obligations are resolved, remaining eligible funds may be paid through the verified payout method, subject to thresholds and Payment Processor requirements. Back to top Payment Records Source-of-truth records and correction of errors. + Helios and Stripe maintain transaction records. Stripe records may serve as the primary operational record for authorization, authentication, capture, payment status, refunds, transfers, payouts, reversals, disputes, chargebacks, and processing dates. Stripe may collect, use, retain, and share transaction, identity, device, and financial information to process payments, prevent fraud, comply with legal obligations, enforce its agreements, and satisfy payment-network and financial-partner requirements, as described in Stripe’s applicable privacy notices. Users should retain their own receipts, invoices, communications, deliverables, and tax documentation. Helios may correct obvious clerical, display, or system errors. Back to top Payment Security Sensitive credentials users and support must never request or share. + Users and Helios personnel must not request or transmit full card numbers, card security codes, banking passwords, payment-account passwords, one-time passwords, authentication codes, or similar sensitive credentials through messages or support channels. Payment details should be entered only through an approved Stripe-hosted, Stripe-supported, or otherwise authorized secure payment interface. Helios does not intentionally store full card numbers or card security codes in its ordinary platform systems. Suspected unauthorized transactions or account compromise should be reported promptly. Back to top Cooperation and Evidence Information users may need to provide during reviews. + Users agree to cooperate with reasonable payment, fraud, refund, dispute, chargeback, tax, and compliance investigations. Helios may request identification, authorization evidence, invoices, contracts, project communications, delivery records, work product, revision history, attendance or shipping records, tax information, and other relevant evidence. Failure to cooperate may result in delays, rejected requests, adverse dispute decisions, restrictions, or enforcement. Back to top Enforcement Possible actions for violations or payment risk. + A violation of this Policy may result in a warning, payment hold, payout delay, reserve, refund, transfer reversal, fee recovery, account limitation, suspension, termination, collection activity, legal action, or referral to a Payment Processor, financial institution, regulator, or law-enforcement authority. Enforcement may apply to an individual transaction, a payment feature, or the entire account. Back to top Stripe Terms and Operating Rules Additional terms that apply to Stripe-supported transactions. + Use of Stripe-supported payment services is subject to the Stripe terms applicable to the user, country, account type, payment method, and Stripe product being used. These may include: The Stripe Services Agreement and applicable service-specific terms; Stripe Connect terms and the Stripe Connected Account Agreement; Stripe’s Prohibited and Restricted Businesses requirements; Stripe’s Privacy Policy and Privacy Center disclosures; Stripe’s payment-method, refund, dispute, reserve, and payout rules; Card-network and banking-partner rules administered through Stripe; and Additional terms shown during onboarding, verification, or use of a Stripe product. Stripe may update its terms, documentation, risk controls, eligibility requirements, and supported payment methods. Users are responsible for complying with the version applicable to their Stripe account and jurisdiction. If Stripe refuses, limits, suspends, reserves, reverses, or terminates a payment service, Helios may take corresponding action within the platform. Helios cannot require Stripe, a bank, card network, or financial institution to approve or complete a transaction. Official Stripe resources: Stripe Legal Prohibited and Restricted Businesses Stripe Refund Documentation Stripe Dispute Documentation Stripe Connect Documentation Stripe Privacy Center Back to top Relationship to Other Policies How this policy interacts with Helios rules and processor terms. + This Policy should be read with the Helios Terms of Service, Privacy Policy, Marketplace Integrity and Anti-Fraud Policy, Code of Conduct, Community Guidelines, Acceptable Use Policy, Dispute and Appeals Policy, Verification and Eligibility Policy, and project-specific terms. If project-specific payment terms conflict with this Policy, they control only where clearly disclosed and accepted and where lawful. If this Policy conflicts with the Terms of Service, the Terms control unless expressly stated otherwise. Payment Processor terms may independently apply. Back to top Changes to This Policy How and why Helios may update payment terms. + Helios may update this Policy to reflect platform changes, new payment features, fee changes, Payment Processor requirements, legal developments, fraud controls, risk management, or operational improvements. Helios will provide notice of material changes where required. Continued use after the effective date constitutes acceptance to the extent permitted by law. Back to top Contact and Payment Support Where to submit payment questions and disputes. + Questions, refund requests, Payment Disputes, unauthorized-activity reports, and payment-support requests should be submitted through the Helios Help Center or official support channels. Helios, Inc. Dallas, Texas, USA Email: Support@helios.supplies Help Center: www.helios.supplies/help Include the relevant Project ID, transaction ID, payment date, amount, and a clear description of the issue. Never send full card numbers, security codes, passwords, or one-time authentication codes. Back to top

Help

Exploring Expert

Overview The Experts section is a searchable marketplace for finding and engaging manufacturing industry specialists. It is accessible from the main sidebar under the Hire Help navigation group. 1. Expert Listing Page (/experts) Tabs / Views All Experts — The default view that displays the full directory of available experts on the platform. Collection (/saved-experts) — A personal saved list of bookmarked experts, allowing users to curate and revisit their shortlisted candidates. From this view, the same filtering, sorting, and layout options are available as in All Experts. Toolbar Controls Search — A search bar (keyboard shortcut ⌘K) at the top of the page allows users to type and search for experts by keyword. Inline Search Icon — A secondary search icon within the listing toolbar also opens the search input. Filter — Opens a multi-category filter dropdown panel with the following filter dimensions: Service Category Work Style Location Work Type Interest Skills & Competence Softwares Machine Brands Industries & Market Certifications & Standards A Reset Filters option is available at the bottom of the filter panel to clear all applied filters at once. Sort — Opens a sort dropdown with the following options: Name A–Z Name Z–A Hourly Rate (highest first) Hourly Rate (lowest first) Join Date (newest first) (default active) Join Date (oldest first) View Mode Toggle — A three-way radio button group lets users switch between three display layouts: Grid View — Shows expert cards in a 3-column grid with banner image, profile photo, name, specialty headline, industry/skill/service counts, hourly rate range, a save/star button, and a "View More" button. List View — Displays experts in a compact single-column list with profile photo, name, hourly rate, and tags for industries, skills, and services. Map View — A split-screen layout with expert cards on the left panel and an interactive Google Map on the right showing expert locations as pins. Includes an "Items per page" selector (default 50) and a note that exact addresses are hidden for privacy. Can't Find Expert — A prominent call-to-action button that opens a Helios Support modal. The form allows users to: Specify whether they need an Expert or a Service Enter a Title (required, up to the field's character limit) Enter a Description (required, up to 5,000 characters) Upload files that can assist the team (up to 20 files, max 20 MB each, via file picker or drag-and-drop) Submit via a Send button, which routes the request to the Helios support team Expert Cards Each card in the listing shows: Banner image and profile photo Name and specialty headline/bio excerpt Industry count, Skill count, and Service count badges Hourly rate range (highlighted in green) Save/Star (bookmark) button — adds or removes the expert from the user's Collection View More button — opens the full expert profile in a detail panel 2. Expert Detail Profile Clicking "View More" on any expert opens a full-width detail panel (or modal) containing the following sections, navigable via a sticky tabbed navigation bar: Tab Navigation Overview Experience & Skills Certifications I Hold Work I've Done Helios Services I Offer Profile Header (Overview) Banner image and profile photo Name Social media links: LinkedIn, Facebook, Instagram, X (Twitter) Types of Work I Take On: e.g., Gigs & Contracts, Flexible Engagement Hourly Rate Range Ways I Work: e.g., Remote, On-Site, Hybrid Where I'm Available: "View on Map" button that opens a map view of the expert's general location Headline: Expert's self-authored professional tagline Experience & Skills Section Summary & My Story: A narrative bio written by the expert Professional Experience: List of past roles with company, title, dates, and bullet-point accomplishments Schools / Education: Institution name and degree/major Industries I Know: Tag pills showing relevant industry sectors (e.g., Chemical, Food & Beverage, Construction) Skills & Competence: A sortable table with columns for Category, Skill, and Maturity level (e.g., "4: Advanced"). A Show All Skills button expands the full skill list. Software I Use: Tags showing tools with proficiency level badges (e.g., "3: Proficient") Certifications I Hold Lists professional certifications (e.g., AS9120, ISO 45001, OSHA, OSHA PSM 29 CFR 1910.119) Work I've Done A portfolio gallery of work samples and documents, each with a title and an external link to open/download the file Helios Services I Offer A grid of service cards the expert has listed on the platform, each showing: Work mode (Hybrid/On-Site/Remote) and price range Service image, title, category, and description excerpt Date listed A save/star button and a View more link to the full service listing A View all link to browse all services offered by the expert Profile Action Buttons (top-right of detail panel) ButtonFunction Copy Link (chain icon) Copies a shareable link to the expert's profile to the clipboard; shows a "Copied!" confirmation toast Message (chat icon) Opens an inline direct messaging interface to start a conversation with the expert Save / Bookmark (star icon) Adds or removes the expert from the user's Collection Invite to Gig Opens a modal to invite the expert to an open gig posting. Fields include: Select Gigs (dropdown), Message (up to 1,000 characters), and a Send Invitation button Summary of Key Features The Experts section provides a full expert discovery and engagement workflow: users can search, filter by 9 dimensions, sort by 6 criteria, and view results in 3 layout modes (grid, list, map). Expert profiles are rich and structured across 5 content tabs. Users can save experts to a personal Collection, message them directly, share profile links, and invite them to posted gigs. For needs not met by the existing roster, a Helios Support request form provides a concierge-style fallback.

Help

Launch Quick Tasks

Adding Skills & Competencies — Helios Help Center Customer Guides Helios Help Center Launch Quick Tasks Quick Tasks is Helios's board for small, focused, fast-turnaround projects. It works similarly to Gig Postings but is designed for simpler, lower-cost engagements: a safety review, a quick consultation, a short document write-up, or a targeted technical recommendation. Post a Quick Task with a defined scope and budget, and get expert help without the setup of a full gig posting. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 🔖 Quick Task Card Status Badges 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Get the right expertise for immediate, narrowly scoped needs that require fast expert input without the structure of a full project. 🎥 Video Tutorial ⭐ Key Features Post a focused task with defined scope, deliverables, and a fixed budget Receive applications from experts and select the best fit quickly Track the engagement through the same status workflow as Gig Postings: Posted → Hiring → Offering → Contracted Attach reference documents in Additional Files to give experts full context Share your posting directly with specific experts via Share Quick Task 🏷️ Key Terms Quick Task A short-scope project or one-time job posted to find fast expert help at a defined price point. Posted The task is published and open for expert responses. Hiring You are reviewing applications and selecting a candidate. Offering You have chosen a candidate and made an offer. Contracted The offer has been accepted and the task is underway. Posting Tab Shows the full task detail: description, scope, payment, and attached files. Applications Tab The list of experts who have responded to or applied for the task. History Tab A log of all status changes and activity on the task. Share Quick Task A button that generates a shareable link to send directly to specific experts. 🖥️ Understanding the Page Layout Quick Tasks is accessed via Hire Help → Quick Tasks in the left navigation. Active tasks appear as a card grid. Each card shows: status badge, cover image, title, category, description excerpt, application count, and price. A Create Quick Task button appears in the top-right. Clicking any card opens the task detail with tabs: Posting , Applications , and History . 🔖 Quick Task Card Status Badges Your quick task moves through several status stages as you progress from posting to hiring an expert. Posted Your task is live and open for expert responses. Hiring You are actively reviewing and selecting a responder. Offering An offer has been made to a selected expert. Contracted The task is underway. 🔑 Step-by-step Guides How to Create a Quick Task 01 Click Create Quick Task in the top-right of the Quick Tasks page. 02 Upload a relevant cover image for your task. 03 Fill in the Title and select the appropriate Category. 04 Set the Payment Type (Fixed Price or Hourly Rate) and enter the Amount. 05 Select the Work Site (Remote, On-Site, or Hybrid) and Work Authorization requirements. 06 If On-Site, enter the Address of the work location. 07 Write a clear, specific Description of what you need done and what the expert should deliver. Precision is critical. Quick Tasks work best when the scope is narrow and the deliverable is clearly defined. 08 In the Details section, add the required information. 09 Review all information and click Post to publish the task to the board. 10 Your Quick Task appears with a Posted badge. Use Share Quick Task to send the link directly to experts you want to invite. ℹ️ Details Section Explained 🔹 Scope & Requirements: specific bullet-point tasks for the expert to complete. 🔹 Preferred Skills: tag the skills you are looking for. 🔹 Additional Files: attach reference documents, photos, or materials that will help the expert understand the task. How to Manage Responses and Fill a Quick Task 01 Open your posted Quick Task from the board. 02 Click the Applications tab to review all respondents. 03 Select the best candidate and advance the status: Posted → Hiring → Offering → Contracted. 04 Once contracted, coordinate with the expert to complete the work. 05 After completion, close the task using the three-dot menu in the upper right. ❓ Frequently Asked Questions What makes Quick Tasks different from Gig Postings? Quick Tasks are for smaller, simpler, faster engagements: a one-time review, short consultation, document draft, or targeted technical question. They are typically lower in price and have a narrower scope. Gig Postings are for more complex, longer-term, or higher-value projects with detailed requirements and multi-step deliverables. Both follow the same status workflow. Is there a maximum price for a Quick Task? There is no hard system limit, but Quick Tasks are intended for lower-cost, fast-turnaround work. If your project is complex or multi-phased, use Gig Postings instead. Can I invite a specific expert to my Quick Task? Yes. Use the Share Quick Task button to copy the posting link and send it directly to an expert. You can also use the Invite to Gig feature on an expert's profile, which works for both Gig Postings and Quick Tasks. Can experts submit an Offering on my Quick Task? Yes. Experts can submit a proactive proposal (Offering) on any posted Quick Task. You will see their offerings in the Applications tab alongside direct applications. How do I close or cancel a Quick Task? Use the three-dot menu (⋯) in the upper right corner of the Quick Task detail page to find options for editing, unpublishing, or closing the task. 🔧 Troubleshooting My Quick Task is not appearing on the board. Confirm the task has been published. If it was saved as a draft, open it and click Post to make it live. Also check whether you have active filters on the board that might be hiding it. I am not receiving applications on my Quick Task. Ensure your task has a clearly written description, a well-defined scope, and fair compensation. Use Share Quick Task to send the link directly to experts, or browse the Experts directory to invite relevant professionals. I cannot advance my Quick Task to Contracted status. You must have at least one reviewed and accepted application or offering before advancing to Contracted. Check the Applications tab and confirm a response has been selected. An expert I contracted has gone unresponsive. Use the message icon within the Quick Task detail or go to Message Hub to reach out directly. If the engagement cannot proceed, close the task via the three-dot menu and consider re-posting or finding a replacement through the Experts directory. 💡 Tips for Getting the Most Out of Quick Tasks ⭐ Be specific about deliverables and expected turnaround in your description. Quick Tasks work best when the scope is narrow and clear. ⭐ Set a realistic fixed price upfront. Clear scoping is essential since Quick Tasks typically use fixed pricing. ⭐ Use the Hiring status badge to signal to applicants that you're actively choosing. This can prompt faster responses from interested experts. Related Guides Three Ways to Hire Experts Request Expert Services Custom Gig Postings Find Experts

Help

Custom Gig Posting

Helios Help Center Customer Guides Helios Help Center Custom Gig Postings Gig Postings is Helios's project-based hiring board. Post a custom Gig when your needs are unique or complex. Define the project, set your goals, and receive tailored proposals from qualified experts ready to execute. Unlike Services (which are expert-defined packages you browse and request), Gig Postings let you set the requirements and invite the market to respond. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 🔖 Gig Card Status Badges 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Get the right expertise for custom, complex, or longer-term project needs by defining the scope and evaluating competitive proposals from qualified experts. 🎥 Video Tutorial ⭐ Key Features Post a fully detailed project listing with scope, timeline, risks, and preferred skills Receive applications from qualified experts and compare proposals Filter by category, delivery method, price range, and more Track the engagement through a clear status workflow: Posted → Hiring → Offering → Contracted Manage all applications in the Applications tab Use the Messaging tab to communicate with applicants before selecting Share your posting directly with specific experts via Share Gig 🏷️ Key Terms Gig Posting A detailed project listing you create to attract and hire an expert for a specific scope of work. Posting Tab Shows all details of the gig: scope, timeline, skills, and payment info. Applications Tab Where you view and manage all submitted applications. History Tab A log of activity and status changes on the gig. Payment Type How the gig is priced: Fixed Price or Hourly Rate. Work Site Where work will be performed: Remote, On-Site, or Hybrid. Work Authorization Legal work eligibility requirements for applicants. Gig Owner The person at your company responsible for managing the gig. Share Gig A button that generates a shareable link to send directly to specific experts. 🖥️ Understanding the Page Layout Gig Postings is accessed via Hire Help → Gig Postings in the left navigation. Your posted gigs appear as a card grid. Each card shows: status badge ( Posted/Hiring/Offering/Contracted ), cover image, title, category, description excerpt, application count, and compensation. A Create Gig button appears in the top-right. Clicking any card opens the gig detail with tabs: Posting , Applications , Contract , Invoices & Payment , Messaging , and History . 🔖 Gig Card Status Badges Your gig moves through several status stages as you progress from posting to hiring an expert. Posted Your gig is live and accepting applications. Hiring You are actively reviewing and selecting a candidate. Offering An offer has been made to a selected expert. Contracted The engagement is underway. 🔑 Step-by-step Guides How to Create a Gig Posting 01 Click Create Gig in the top-right of the Gig Postings page. 02 Upload a cover image for your posting. 03 Fill in the Title and select the appropriate Category for your project. 04 Set the Payment Type (Fixed Price or Hourly Rate) and enter the Amount. 05 Select the Work Site (Remote, On-Site, or Hybrid) and Work Authorization requirements. 06 If On-Site, enter the Address of the work location. 07 Write a clear Description summarizing the project and its goals. This is the first thing experts read. Clarity here directly affects the quality of applications you receive. 08 In the Details section, provide the required information. 09 Review all information, then click Post Gig to make the gig live. 10 Your posting appears on the board with a Posted status badge. Use Share Gig to send the link directly to experts you want to invite. ℹ️ Details Section Explained 🔹 Scope & Requirements: specific tasks and deliverables you expect. 🔹 Timeline & Priority: key milestones and due dates. 🔹 Potential Risks & Assumptions: known constraints or dependencies. 🔹 Preferred Experience & Skills: qualifications you are looking for. How to Manage Applications 01 Open your active gig from the Gig Postings page. 02 Click the Applications tab to see all submitted applicants, their profiles, and proposal details. 03 Use the Messaging tab or Message Hub to communicate with applicants before selecting. 04 Review each application, then move the selected candidate through the status pipeline: Posted → Hiring → Offering → Contracted. 05 Use the Share Gig button to invite additional experts if needed. ❓ Frequently Asked Questions What is the difference between Gig Postings and Quick Tasks? Gig Postings are for complex, larger-scope projects with detailed requirements, higher budgets, and multi-step deliverables. Quick Tasks are for simpler, faster, lower-cost engagements that can be completed quickly. Both follow the same Posted → Hiring → Offering → Contracted workflow. Can I post a gig and also browse for experts to invite? Yes. Post your gig and use the Experts page to find and invite specific professionals to apply via the Invite to Gig button on their profile. Can I edit a gig after it has been posted? Yes. Open your posted gig and use the edit option in the three-dot menu in the upper right. What happens when I move a gig to Contracted status? The gig is marked as filled and no longer accepts new applications. The contracted expert is confirmed and the engagement begins. All contracting, milestones, and payments are managed inside Helios. How do I close or remove a gig posting? Use the three-dot menu on your gig posting to unpublish or close it. This removes it from the public board. 🔧 Troubleshooting My gig is not appearing on the Gig Postings board. Confirm your posting is published. Go to your gig detail page and check the status bar. It should show Posted. If the gig was saved as a draft, publish it to make it visible. I am not receiving applications on my gig. Ensure your posting has a clear description, well-defined scope, and reasonable compensation. Use Share Gig to send the link directly to experts, or use Invite to Gig from the Experts directory. The Applications tab shows zero even though experts have told me they applied. Refresh the page. If the count still does not update, contact Helios support. There may be a sync issue with the applications feed. I cannot change the status of my gig to Contracted. You must have at least one accepted application to advance to the Contracted stage. Confirm an application has been reviewed and accepted before progressing the status. 💡 Tips for Getting the Most Out of Gig Postings ⭐ Write a clear, specific title and category. Experts browse by category and a well-labeled posting attracts more relevant applications. ⭐ Review Service Offering from experts before posting your own. An expert may have already packaged exactly the engagement you need at a set price. ⭐ Monitor the applications count badge on your posted gigs from the main listing page so you can tell at a glance which postings have attracted interest. Related Guides Three Ways to Hire Experts Request Expert Services Launch Quick Tasks Find Experts

Help

Discover Experts

Helios Help Center Customer Guides Helios Help Center Find Experts The Experts page is where businesses discover, evaluate, and connect with manufacturing professionals across machining, operations, safety, quality, ERP, lean, supply chain, and more. Find and engage manufacturing experts with the simplicity of on-demand hiring. Browse profiles, compare experience, and connect with the right people without the friction of traditional recruiting. 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 Discover and hire manufacturing professionals on demand. No long-term commitments. Browse, evaluate, and connect with experts across all manufacturing disciplines. 🎥 Video Tutorial ⭐ Key Features Browse expert profiles with banner images, headlines, industries, skills, and rate ranges. Filter by skills, industries, certifications, work style, rate range, and more. Map view - find experts available in your area for on-site work. Save experts to your Collection for future projects. Message experts directly or invite them to a gig from their profile. Can't Find Expert - submit a request if you can't find the right match. 🏷️ Key Terms Expert An independent professional listed on Helios who offers skills and services to businesses. Hourly Rate Range The expert's minimum and maximum hourly billing rate displayed on their profile card. Types of Work The engagement models an expert accepts: Gigs & Contracts, Full-Time, Part-Time, Temporary/Seasonal, or Flexible Engagement. Ways I Work How the expert prefers to deliver: Remote, On-Site, Hybrid, or Travel-Based. Skills & Competence A structured list of the expert's specific skills organized by category, with a maturity level (1 through 5). Collection Your personal list of saved or starred expert profiles. Invite to Gig A button that sends an expert a direct invitation to apply to one of your open gig postings. Can't Find Expert A button to submit a request for expert types not currently found in the directory. 🖥️ Understanding the Page Layout The Experts page displays expert profiles in a card grid. Two tabs appear at the top: All Experts and Collection (your saved experts). A search icon, filter icon, sort icon, grid, list, and compact view toggle appear in the top-right. A Can't Find Expert button at the far right lets you submit a request for an expert type not yet on the platform. Each card shows: cover image, profile photo, name, headline, industry count, skill count, rate range, a star icon to save to Collection , and a View More button. 🔑 Step-by-step Guides How to Browse and Find Experts 01 In the left navigation under Hire Help, click Experts. 02 Use the All Experts tab to browse the full directory. 03 Use the Search icon to search by name, skill, or keyword. 04 Click the Filter icon to narrow by skills, industries, certifications, work style, or rate range. 05 Toggle to Map View to find experts available for on-site work in your area. 06 Click View More on any card to open the full expert profile. How to Evaluate an Expert Profile 01 Review the Overview tab - summary, work types, rate range, and work modes. 02 Review Experience & Skills - career history, industries, skills matrix with maturity levels, software, and machines. 03 Review Certifications I Hold - credentials relevant to compliance-sensitive work. 04 Review Work I've Done - real examples of past projects and deliverables. 05 Review Helios Services I Offer - any packaged service listings you can request directly. How to Connect with an Expert 01 Click the Star icon on any expert card or profile to save them to your Collection. 02 Click the Message icon to start a conversation through Message Hub. 03 Click Invite to Gig to invite them to apply to a specific posting you've created. 04 Use the Share button to share their profile with a colleague. What to Do If You Can't Find the Right Expert 01 Click Can't Find Expert at the top-right of the Experts page. 02 Describe the skill area, industry, and type of engagement you need. 03 Submit. The Helios team will help guide you to the right match or next step. ❓ Frequently Asked Questions How is the hourly rate range determined? Experts set their own rate range when creating their profile. The rate displayed is the range they are willing to work within for consulting, contract, or gig-based engagements. Can I message an expert before committing to a project? Yes. Click the Message icon on any expert's profile to start a direct conversation in Message Hub. Use this to ask questions, discuss your needs, or confirm availability before formally engaging. What does the maturity level in the Skills table mean? The maturity scale reflects the expert's self-assessed proficiency: Familiar (1), Developing (2), Proficient (3), Advanced (4), and Master (5). 🔧 Troubleshooting I am filtering by industry but getting no results. Some industries may have fewer registered experts. Try broadening your search by removing one or more filter criteria, or use the Can't Find Expert option to request a match. I clicked Invite to Gig but no gigs appear in the list. This means you don't have any active Gig Postings. Create a Gig Posting first, then return to invite the expert. 💡 Tips for Getting the Most Out of Experts ⭐ Use the Collection tab to build a shortlist of experts you'd like to work with before committing to a request. ⭐ The Can't Find Expert button is the fastest way to alert the Helios team that a specific expertise gap exists. Submissions are reviewed and new experts are recruited based on demand. ⭐ Check an expert's Services count on their card to see if they offer pre-packaged services you can request directly, rather than posting a custom gig. Related Guides Three Ways to Hire Experts Request Expert Services Custom Gig Posting Launch Quick Tasks

Help

Instant Global Search

Helios Help Center Digitalize Operations Helios Help Center Instant Global Search Global Search is Helios's platform-wide search engine, accessible from the top navigation bar on every page. Search across all major content types simultaneously: experts, services, businesses, catalogs, gig postings, quick tasks, equipment, and activities, without navigating to each section individually. Results are returned in real time with category counts and clickable previews. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Search Layout 🔍 Searchable Content Type 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Find experts, services, catalogs, businesses, gig postings, equipment, and activities from one unified search bar without navigating menu by menu. 🛠️ Experts Find gig postings, services, catalogs, businesses, and community content instantly from anywhere in Helios. 🎥 Video Tutorial ⭐ Key Features Search across all major content types simultaneously from any page Keyboard shortcut: ⌘K (Mac) / Ctrl+K (Windows) Keyword, Phrase, and Exclude search modes for precise results Category filter panel with live result counts per section AI-powered search coming soon PageWeaver - compile bookmarked pages into a single custom PDF 🏷️ Key Terms Keyword Mode The default search mode. Returns results containing any of the words in your query. Phrase Mode Matches results containing the exact phrase you type, in exact word order. Use for specific names, titles, or technical terms. Exclude Mode Filters out results that contain specific words. Category Filter The left panel listing all searchable content types. Click any category to narrow results to that type only. Result Count The number next to each category label showing how many matches were found in that section. 🖥️ Understanding the Search Layout Global Search is opened by clicking the search bar in the top navigation (labeled Type to search... with the keyboard shortcut ⌘K). It opens a floating search modal with a text input and mode buttons: Keyword (default), AI (coming soon), Phrase, and Exclude. Below the search bar, a left panel shows a list of content categories to filter results by, each with a live result count. 🔍 Searchable Content Types Experts Services Businesses Catalogs+ Promos & Events Gig Postings Quick Tasks Equipments Activities Community Coming soon: Helios Drive Coming soon: Annotations Coming soon: Bookmarks 📌 Note Searchable content types vary between the Customer Portal and the Expert Portal. 🔑 Step-by-step Guides How to Open Global Search 01 Click anywhere on the search bar in the top navigation from any page. 02 Alternatively, press ⌘K (Mac) or Ctrl+K (Windows) to open the search modal instantly. How to Search 01 Type your query in the search input field. Results begin appearing in the right panel as you type. 02 Click on any result card to navigate directly to that record. 03 Press Escape or click outside the modal to close search without navigating. How to Use Search Modes 01 Keyword mode (default) - matches any result containing one or more of your search terms. 02 Click Phrase to match results where your full query appears as an exact consecutive phrase. 03 Click Exclude to filter out results containing specific terms. 04 Combine modes for more precise results. For example, Keyword search with Exclude terms. How to Filter Results by Category 01 Click any category name in the left panel (for example, Catalogs+ , Experts , or Activities ). 02 The right panel refreshes to show only results from the selected category. 03 Click All Categories to return to the combined view. ❓ Frequently Asked Questions Can I search from any page in Helios? Yes. The Global Search bar is pinned to the top navigation and accessible from every page. The keyboard shortcut ⌘K / Ctrl+K works regardless of what you are currently viewing. What is the difference between Keyword and Phrase mode? Keyword mode returns any result containing one or more of your terms. Phrase mode returns only results where your full query appears as an exact, consecutive phrase. Use Phrase mode when searching for a specific name, title, or technical term. Why are some categories marked Coming Soon?+ Helios Drive, Annotations, and Bookmarks are currently in development as indexed search targets. They will be searchable in a future platform update. 🔧 Troubleshooting My search returns no results. Check your spelling and try a shorter or broader query. If you are in Phrase mode, try switching to Keyword mode. Also verify you haven't accidentally activated Exclude with terms that are filtering out all results. The search modal is not opening when I press the keyboard shortcut. Make sure you are on a Helios page and your browser window is in focus. Some browser extensions may intercept this shortcut. Try clicking the search bar directly instead. 💡 Tips for Getting the Most Out of Global Search ⭐ Use ⌘K (Mac) or Ctrl+K (Windows) from anywhere in the portal to open search instantly without navigating to a specific section. ⭐ Use Phrase mode when you're searching for an exact term (for example, a specific catalog name or expert headline) to eliminate partial-match noise. ⭐ Use Exclude mode to filter out unwanted results. For example, searching for machining while excluding turning to focus on milling-specific results. ⭐ Click a category filter on the left to instantly scope your results to a single content type, much faster than browsing each section manually. Related Guides Tooling Catalogs+ Equipment Upkeep Activity Planning Secure Helios Drive Smart Bookmarks

Help

Smart Bookmarks

Helios Help Center Digitalize Operations Helios Help Center Smart Bookmarks Bookmarks is your personal reference management workspace inside Helios. Save important catalog pages, files, and references into organized collections so key information is easy to find later. Instead of scrolling through a long catalog or manual every time you need a specific section, bookmark the exact page and jump back to it instantly, organized into named collections for easy retrieval.This feature is especially useful for teams that regularly reference specific pages in vendor catalogs, SOPs, tooling specs, or safety guides. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 📂 Inside a Collection 🔑 Step-by-step Guides ⚡ Collection Quick Actions ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Shortlist tooling references, approved products, and supplier pages your team needs to access regularly. Organize by project, machine, or job type. 🛠️ Experts Build a curated library of catalog references organized by client engagement or specialty area. Pull up all relevant references instantly during client work. 🎬 Video Tutorial ⭐ Key Features Save catalog pages directly from the Document Viewer Save files from Helios Drive Organize bookmarks into custom named collections with column filtering Search across your collections from the left sidebar Personal - visible only to you, organized the way your workflow requires PageWeaver - compile bookmarked pages into a single custom PDF 🏷️ Key Terms Bookmark A saved reference to a specific page within a document or catalog. Collection A named folder grouping related bookmarks together (for example, CNC Mill Setup, Coolant Maintenance Project). Bookmark Title The label given to a saved bookmark for easy identification. Page The specific page number within the document that was bookmarked. Document Preview A thumbnail image of the bookmarked page shown in the bookmark list for quick visual reference. PageWeaver Compiles bookmarked pages from multiple catalogs into a single custom PDF. 🖥️ Understanding the Page Layout The Bookmarks page is divided into two areas: 🔹 Left sidebar panel: Lists all your bookmark collections with their item counts. A search bar at the top lets you find a specific collection by name. The + button next to the search bar creates a new collection. 🔹 Main content area: Defaults to Grid view (folder cards with item counts). Switch to List view using the icons in the top-right. A + New Collection button also appears in the top-right corner. 📂 Inside a Collection Clicking a collection opens it and shows a table with the following columns: Bookmark Title , Page , Document Preview , Document Title , and Created Date . A filter icon lets you narrow the list, and a PageWeaver button opens all bookmarks in the collection directly in the viewer. 🔑 Step-by-step Guides How to Access Bookmarks 01 Click Bookmarks in the left navigation panel under Productivity. 02 The left panel displays all your bookmark collections. 03 Click any collection to view its bookmarks in the main area. How to Create a New Collection 01 Go to Bookmarks . 02 Click the + New Collection button in the top right. 03 Enter a name for the collection (for example, Coolant Maintenance Project or CNC Setup References ). 04 Click Create . The new collection will appear in the left panel. How to Add a Bookmark 01 Navigate to Helios Drive or Catalogs+ and open the document or catalog you want to bookmark. 02 In the document viewer, navigate to the specific page you want to save. 03 Click the bookmark icon that appears at the top corner of the document page. 04 A prompt will ask you to assign the bookmark to a collection and give it a title. 05 Select or create the target collection and confirm to save. How to View a Bookmarked Page 01 Go to Bookmarks and open the relevant collection. 02 The list shows each bookmark with its title, page number, document preview, document title, and the date it was created. 03 Click any bookmark to be taken directly to that page in the document viewer. How to Organize Bookmarks 01 Use the search bar at the top of the Bookmarks panel to find a specific bookmark by name. 02 Use the + icon next to the search bar to add a new bookmark directly from the Bookmarks page. 03 Switch between grid view and list view using the icons at the top right of the main area. How to Use PageWeaver 01 In the left navigation sidebar, click Bookmarks under the Productivity section. 02 Select a collection from the left panel or main grid to open it. 03 In the top-right corner of the collection view, click the PageWeaver button . This stitches all the bookmarked pages in that collection together and opens them in a unified document viewer. 04 Use the left thumbnail panel to see all your bookmarked pages compiled in sequence. Click any thumbnail to jump directly to that page in the main viewer. 05 To print the weaved pages, click the Print button (printer icon) in the toolbar to send the stitched collection to your printer or save it as a PDF. ⚡ Collection Quick Actions Hovering over a collection in the sidebar reveals a three-dot menu (···) with options to manage it. Rename Updates the title string of the selected collection. Delete Permanently removes the collection from the sidebar element view. ❓ Frequently Asked Questions Can I bookmark a page from any document in Helios Drive or Catalogs+? Yes. As long as the document is viewable in the Helios document viewer, you can bookmark any page. Can I share a collection with a teammate? Bookmarks and collections are currently personal to your account. To share references with your team, save documents or catalogs to Helios Drive, which is accessible to your team members. You can also use PageWeaver to create a custom PDF of your collection and upload it to Helios Drive. Can I rename a collection? Yes. Click the three-dot menu next to the collection name in the left panel and select Rename. How many bookmarks can I save per collection? There is no fixed limit. You can add as many bookmarks as needed to each collection. What is PageWeaver? PageWeaver compiles bookmarked pages from multiple catalogs and documents into a single custom PDF, ideal for building tooling reference sheets or client deliverables. 🔧 Troubleshooting I can't find a bookmark I saved. Use the search bar at the top of the Bookmarks panel to search by bookmark title. Make sure you are looking in the correct collection. The bookmarked page opens to the wrong page. The bookmark is linked to the exact page number at the time it was saved. If the document was re-uploaded or updated, page numbers may have shifted. Re-bookmark the correct page. The document preview thumbnail is blank. This may occur if the document is still processing. Refresh the page or wait and try again. I don't see the bookmark icon when viewing a document. Ensure you are viewing the document in the Helios viewer. The bookmark icon appears while hovering over or viewing a page in the viewer. 💡 Tips for Getting the Most Out of Bookmarks ⭐ Create collections by project or topic (for example, Coolant Maintenance Project, CNC Mill Setup) to keep related bookmarks grouped and easy to find. ⭐ Use the PageWeaver button inside a collection to create a custom PDF of your collection so you don't have to browse back to the original documents. ⭐ The page number column makes it easy to know exactly where a bookmark lives in a large catalog without opening it first. Related Guides Internal Collaboration Features Tooling Catalogs+ Helios Drive Instant Global Search

Help

Secure Helios Drive

Helios Help Center Digitalize Operations Helios Help Center Secure Helios Drive Helios Drive is your built-in secure cloud storage, a centralized workspace for storing, organizing, and accessing all your business and project files, right inside Helios. Store, organize, and access your files in a secure workspace so your team can quickly find and share what they need. No switching between tools, no scattered email attachments. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 🔑 Step-by-step Guides 🖼️ View Modes ⚡ File and Folder Quick Actions ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Replace scattered email attachments and shared drives with one organized, access-controlled workspace for your team's documents, SOPs, and project files. 🛠️ Experts Store deliverables, references, and client documents alongside your active engagements in one secure workspace. 🎥 Video Tutorial ⭐ Key Features Secure file storage organized into Workspace (shared with team) and Personal/Home (visible only to you) folders Create and organize folders by project, client, department, or equipment Grid and List view modes with column filtering All Documents view - a flat, searchable view of everything stored Bookmarks shortcut for quick access to saved catalog references Live storage indicator showing usage out of your 3GB allocation Drag-and-drop file upload or use the + New button 🏷️ Key Terms Workspace Shared folders visible to all team members. Use for files the whole team needs access to. Personal/Home Folders and files visible only to you. Ideal for drafts or documents not yet ready to share. All Documents A flat view showing every file in your Helios Drive, useful for finding a specific file without navigating folders. + New The button used to create new folders or upload new files from anywhere in Helios Drive. 🖥️ Understanding the Page Layout Helios Drive is split into two areas: 🔹 Left sidebar panel: Contains the + New button at the top, a Bookmarks shortcut link, an All Documents count, and a collapsible folder tree organized into Workspace and Personal sections. A storage bar at the bottom shows your usage. 🔹 Main content area: Displays the contents of the currently selected folder. 🔑 Step-by-step Guides How to Navigate Helios Drive 01 Click Helios Drive in the left navigation panel under Productivity. 02 The left panel shows your folder tree. 03 Click a folder to expand it and view subfolders or documents. 04 The main content area shows the contents of the selected folder. 05 Click All Documents to see a flat view of all your stored files. 06 Click any document to open it in the Document Viewer. How to Upload a New File 01 Navigate to the folder where you want to add the file. 02 Click the + New button at the top of the left panel. 03 Select File Upload from the menu, or drag and drop files directly into the content area. 04 Choose the file from your device and confirm the upload. 05 The file will appear in the selected folder once the upload is complete. How to Create a New Folder 01 Click + New at the top of the Drive panel. 02 Select New Folder . 03 Enter a name for the folder. 04 Click Create . 05 The new folder will appear in the current location in the panel. How to View a Document 01 Click any document in the folder view. 02 The document opens in the Document Viewer in the main panel. 03 Use the toolbar at the top to navigate pages, zoom in or out, highlight text, add annotations, or print. 04 To bookmark a specific page, click the bookmark icon that appears at the top right of the document page while viewing. How to Move or Rename Files 01 Click the three-dot menu (···) on any file. 02 Select Move to transfer the file to a different folder path, or Rename to update its title. 03 For Move: Select the destination folder and click Move . 04 For Rename: Enter the new name and save. How to Search Documents 01 Use the search bar located at the top of the portal. 02 Type your terms to instantly search across all documents in Helios Drive by name or content. ⌨️ Keyboard Shortcut ⚡ You can quickly jump directly to the active search workspace from anywhere on the platform by pressing ⌘K on macOS or Ctrl+K on Windows devices. 🖼️ View Modes Toggle between your preferred layouts using the icons in the top-right corner. Grid view default — large folder tiles List view table showing Title, Created By, Size, and Created Date. In List view, a column filter icon lets you toggle specific columns on or off. ⚡ File and Folder Quick Actions Hovering over any item in List view reveals a three-dot menu (···) at the right end of the row. Folders menu options: Rename, Add Folder, Upload File, Move, Delete. Files menu options: Open, Rename, Download, Move, Delete. ❓ Frequently Asked Questions Can I see documents uploaded by my teammates? Yes. Any document placed in a shared Workspace folder is visible to all organization members with access to Helios Drive. Documents in your Personal/Home folder are only visible to you. What file types are supported? Helios Drive supports PDF and other common file types for viewing in the Document Viewer. Some file formats may be uploadable for storage purposes. Contact your administrator for specifics on supported file types. How do I delete a document? Use the three-dot menu to access delete options. Deletion is permanent. onfirm before proceeding. Can I rename a folder or document? Yes. Click the three-dot menu next to the item and select Rename. 🔧 Troubleshooting Document won't load in the viewer. Refresh the page and try again. If the issue persists, ensure the file is not corrupted and is a supported format. I can't see a folder my colleague mentioned. Confirm the folder is in the shared Workspace section rather than a personal folder. If it is in the shared workspace and still not visible, contact your administrator to verify your access permissions. Document Viewer shows a blank page. The document may still be processing. Wait a moment and refresh. If the issue continues, re-upload the document. Upload fails. Check your storage usage at the bottom of the Drive panel. If you are near your limit, delete old files or click Get More Storage before uploading again. Also check your internet connection. A file I uploaded isn't visible to my team. Check which folder you uploaded to. Files in Personal folders are only visible to you. Move the file to a Workspace folder to make it visible to your team. 💡 Tips for Getting the Most Out of Helios Drive ⭐ Use the Workspace section for files that should be accessible to your entire team, and Personal for drafts or files only you need to access. ⭐ List view is ideal when you need to check file sizes or sort by upload date, while Grid view gives a cleaner overview of your folder structure. ⭐ Keep an eye on the storage bar at the bottom of the panel. Clicking Get More Storage takes you to an upgrade option if your workspace is running low. Related Guides Internal Collaboration Features Smart Bookmarks Tooling Catalogs+ Instant Global Search

Help

Task & Project Tracking

Helios Help Center Digitalize Operations Helios Help Center Activity Planning Activities is Helios's visual Kanban task board, built for manufacturing teams to create, assign, and track daily work, maintenance tasks, and project-based activities in one structured view. Visualize work, stay aligned, and get things done, without adding another subscription to your stack. Jump to: 👥 Who Is It For? 🎬 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Page Layout 📋 Understanding the Left Sidebar 🔑 Step-by-step Guides 🗂️ Using the Tabs Inside an Activity ⚡ Activity Card Quick Actions ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Replace whiteboards, group chats, and scattered spreadsheets with one visual Kanban board for your team's daily, maintenance, and project-based work. 🎬 Video Tutorial ⭐ Key Features Kanban board with status columns: To Do, In Progress, Done, Pending, Blocked, Canceled Filter the board by Projects or Equipments to see exactly what you need Activity cards showing title, linked equipment, project tag, priority, due date, and assignee Link tasks to equipment, projects, or both Assign work to team members with due dates and priority levels Notes, Checklist, Files, and History tabs on every activity Global Search finds any activity instantly across your workspace 🏷️ Key Terms Activity A single work task or job item (for example, Motor and Bearing Check, or Fluid Replacement). Project A grouping that organizes related activities together (for example, General Maintenance or Tooling Standardization). Kanban Board The visual board showing activities grouped by their status columns. 🖥️ Understanding the Page Layout The Activities board is organized into six status columns representing every stage a task can move through: To Do , In Progress , Done , Pending , Blocked , and Canceled . Each column displays a count of activities it contains. You can collapse any column by clicking the diagonal arrow (↙) icon next to the column header to free up board space, and expand it again with the expand icon (↗). You can also add an activity directly into a specific column by clicking the + button in that column's header. The new activity automatically inherits that column's status. 📋 Understanding the Left Sidebar The left panel runs alongside the board and lets you filter activities by either Projects or Equipments using the two tabs at the top. 🔹 Projects tab: Displays all active projects with activity counts. Clicking a project name filters the board to show only activities linked to it. An Archived section stores completed projects. A + button lets you create a new project directly from this panel. 🔹 Equipments tab: Shows all equipment in your workspace with activity counts. Clicking a machine filters the board to show only activities linked to it. An Archived section stores decommissioned equipment. To return to the full unfiltered board, click All Activities at the top of the left panel. 🔑 Step-by-step Guides How to Create an Activity You can initiate a new maintenance activity or task from three different locations on the platform: Option A: From the Activities Board 01 Click + Add Activity in the top-right of the Activities page. 02 Enter the Activity Name, link it to Equipment or a Project, and set the Status, Priority, and Assignee. 03 Enter the Planned Start Date and Due Date. 04 Add a description in the Details field. 05 Click Save & Exit (>>) to save. Option B: From a Status Column 01 Click the + icon at the top of any column on the Kanban board. The activity inherits that column's status automatically. 02 Complete the remaining workflow details and save. Option C: From an Equipment Record 01 Open any equipment record and click the Activities tab. 02 Click + Add Activity . The equipment link is mapped automatically. 03 Complete the details parameters and save. ℹ️ Activity Fields Explained Left Panel 🔹 Title: The name of the activity. Click the pencil (✏️) icon to edit it. 🔹 Reporter: The person who created the activity, set automatically. 🔹 Date Created: Set automatically; not editable. 🔹 Equipment: Links the activity to a specific piece of equipment. Select from the dropdown or leave as No equipment. 🔹 Project: Assigns the activity to a project from the dropdown. 🔹 Details: A rich-text description field supporting bold, italic, underline, links, and lists. Up to 3,000 characters. Right Panel 🔹 Status: The current stage: To Do, In Progress, Done, Pending, Blocked, or Canceled. 🔹 Priority: Urgency level: Lowest, Low, Medium, High, or Highest. 🔹 Assignee: The team member responsible for the task. 🔹 Planned Start Date: The date work is expected to begin. 🔹 Due Date: The deadline for the activity. How to Update an Activity's Status 01 Click on the activity card on the board to open the detail view. 02 Click the Status dropdown in the right panel and select the new status. 03 The activity card automatically moves to the corresponding column on the board. No manual drag required. 💡 Pro Tip ⚡ You can also click, hold, and drag activity cards horizontally directly across status columns on the main board overview to update their status parameters instantly. How to Copy a Direct Link to an Activity 01 Open the detailed panel view of the activity you want to share. 02 Locate and click the chain link (🔗) icon at the top of the open activity panel view. 03 The unique URL is copied directly to your clipboard, ready to paste and share. 👥 Team Collaboration 🚀 Share this direct link with a teammate; clicking it will take them straight to that specific activity layout instantly within their workspace. How to Search Activities 01 Click the search (🔍) icon in the top-right area of the board to open the search panel. 02 Type your search query into the entry field and press Enter to apply the filter. ℹ️ Search Modes & Features Three search modes are available to help refine your results: 🔹 Keyword (Default): Finds activities containing specific words in their title or description. 🔹 Phrase: Search for an exact phrase match. 🔹 Exclude: Filter out activities matching certain terms. ⏳ AI (Coming Soon): Natural language search. 🔄 When a search is active, a Reset button appears in the panel view. Click it to clear your query terms and restore the standard unfiltered overview instantly. How to Filter Activities 01 Click the filter (funnel) icon located next to the search button to open the Filters dropdown menu. 02 Select your desired parameters from the dropdown options to update your board overview automatically. ℹ️ Available Filter Options You can refine your active view using the following criteria: 🔹 Priority: Show only activities of a specific urgency level. 🔹 Reporter: Filter by who created the activity. 🔹 Assignee: Filter by who the activity is currently assigned to. 🔹 Created At: Filter by the exact date the activity was created. 🔹 Task Period: Filter by a specific planned start or due date range. 🔄 To clear all active view modifications at once, click the Reset Filters button located at the bottom of the dropdown menu. How to Manage Projects 01 Locate your active entries in the left panel under the Current Projects header. 02 Click any project name to automatically filter the Kanban board to show only its linked activities. 03 Use the search field in the left panel to find a specific project quickly by name. 04 Click the + icon next to the project search bar to add and configure a new project. 📁 Project Lifecycle 🔹 Archived projects appear under the dedicated Archived section located at the bottom of the left panel layout. 🗂️ Using the Tabs Inside an Activity When you open an activity record, the detail panel contains the following tabs to help manage subtasks, documentation, and history. Notes Add internal comments, updates, or observations. Notes are visible to all team members with access. Checklist Break the activity into subtasks. Check off items as they are completed. A percentage progress bar at the top updates automatically. Files Attach supporting documents, photos, or references to the activity. History An automated log showing all changes made to the activity: status updates, edits, and reassignments — with timestamps. ⚡ Activity Card Quick Actions Hovering over any activity card on the board reveals a three-dot menu (···) in the top-right corner of the card. View details Opens the full activity detail view. Delete Permanently removes the activity from the board. ❓ Frequently Asked Questions What is the difference between the Projects and Equipments filter views? Both views display the same activities, just organized differently. Projects groups tasks by operational workstreams or initiatives. Equipments groups tasks by the machine they are linked to — ideal for maintenance teams reviewing asset-specific work. Can I assign an activity to multiple team members? Currently each activity has a single Assignee. For shared tasks, use the Notes or Checklist tabs to coordinate responsibilities within the activity. Can I link an activity to more than one piece of equipment? Each activity is linked to a single piece of equipment. If the work spans multiple machines, create separate activities for each. How do I see only my assigned activities? Use the filter icon and filter by Assignee to show only activities assigned to you. 🔧 Troubleshooting An activity I created isn't appearing on the board. Check that you haven't filtered the board by a specific project or equipment. Click All Activities at the top of the left panel to clear any active filters. I accidentally archived a project with open activities. Navigate to the Archived section in the left panel, find the project, and use the unarchive option to restore it. The board isn't loading. Check your internet connection and refresh the page. If the issue persists, try logging out and back in. 💡 Tips for Getting the Most Out of Activities ⭐ Use Projects to group related tasks by department or initiative and Equipments to link tasks to specific machines. Both views display the same activities, just organized differently. ⭐ Set Planned Start Dates and Due Dates consistently so overdue and upcoming tasks are easy to spot when filtering by Task Period. ⭐ Use the Checklist tab for complex activities with multiple steps. The percentage progress bar updates automatically as items are checked off. ⭐ Use the History tab to understand what changed and when. It logs every status update, reassignment, and title edit with timestamps. ⭐ Use the Exclude search mode to hide noise from the board. For example, excluding a project tag to see everything outside of it. ⭐ Use Priority levels consistently across your team so the board reflects what truly needs attention first. Related Guides Internal Collaboration Features Equipment Upkeep Secure Helios Drive Instant Global Search

Help

Equipment Upkeep

Helios Help Center Digitalize Operations Helios Help Center Equipment Upkeep Equipments is your built-in asset registry. It is a centralized system for documenting, organizing, and managing every machine and physical asset in your operation. Track maintenance, prevent downtime, log issues, attach manuals, and build a complete service history for every asset, all in one place. No extra subscriptions, no separate tools. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🔑 Step-by-step Guides ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Replace scattered spreadsheets, binders, and tribal knowledge with a single organized registry for every machine on your shop floor. 🎥 Video Tutorial ⭐ Key Features Visual equipment cards with photos, name, model, and pending activity count Full equipment detail record: name, model, manufacturer, item type, serial number, purchase date Activities tab - link maintenance and project tasks directly to each machine Checklist tab - create and track equipment-specific checklists Notes tab - log operational observations and service notes Files tab - attach manuals, inspection reports, and compliance documents History tab - automated audit trail of all changes and updates Parts tab (coming soon) - track replaceable components and consumables 🏷️ Key Terms Equipment Record A digital profile for a single piece of equipment, containing all relevant information and linked activities. Pending Activities The number of open (not yet completed) activities associated with this equipment. Archived Equipment that has been decommissioned or removed from active use but kept on record. 🔑 Step-by-step Guides How to Navigate Equipments 01 Click Equipments in the left navigation panel under Productivity. 02 The main view displays all active equipment as cards with photos, names, models, descriptions, and pending activity counts. 03 Toggle between All Equipments and Archived using the tabs at the top. 04 Use the search icon or filter icon to find specific equipment. 05 Switch between grid view and list view using the icons at the top right. How to Add New Equipment 01 Click the + Add Equipment button in the top right. 02 Fill in the required fields: Equipment Name, Model, Manufacturer, Item Type, Serial Number, and Purchased Date. 03 Add a description in the Details field. 04 Upload a Cover Image for the equipment. 05 Click Save to create the equipment record. ℹ️ Equipment Fields Explained When you open an equipment record, the detail view contains the following fields: 🔹 Equipment Name (required): The primary identifier for the machine. 🔹 Model: The model number or name. 🔹 Manufacturer: Selectable from a dropdown list. 🔹 Item Type: The equipment category, selectable from a dropdown. 🔹 Serial Number: The machine's unique serial identifier. 🔹 Purchased Date: Selectable via a calendar picker. 🔹 Details: A free-text description field, up to 3,000 characters. 🔹 Cover Image: A photo of the equipment, uploadable from your files. How to View and Edit an Equipment Record 01 Click on any equipment card in the list. 02 The equipment record opens as a detailed panel showing all stored information. 03 Click the edit (pencil) icon next to any field to modify it. 04 Changes are saved automatically or upon clicking the checkmark confirmation. ℹ️ Using the Tabs Inside an Equipment Record 🔹 Activities: Lists all maintenance tasks and work orders linked to this equipment. Shows name, status, priority, date created, and created by. Includes an + Add Activity button. 🔹 Checklist: A step-by-step checklist for maintenance or inspection procedures. Displays a completion percentage at the top. 🔹 Notes: A freeform section for team members to record observations or service reminders. 🔹 Files: Attach relevant documents such as manuals, inspection reports, and service records directly to the equipment record. 🔹 History: An automated log of all changes, updates, and activities related to this equipment over time, with timestamps. 🔹 Parts (coming soon): Will allow tracking of spare parts and consumables linked to the machine. ℹ️ Equipment Card Quick Actions On every equipment card in the grid, there is a three-dot menu (···) with three options: 🔹 View details: Opens the full equipment record. 🔹 Archive: Moves the equipment to the Archived tab. 🔹 Delete: Permanently removes the equipment record. How to Log Maintenance Notes 01 Open the equipment record. 02 Click the Notes tab. 01 Enter your observation, service note, or calibration detail. 02 Save. Notes are timestamped and stored permanently with the equipment record. How to Attach Files to Equipment 01 Open the equipment record. 02 Click the Files tab. 03 Upload the relevant document: manuals, technical drawings, compliance certificates, or inspection reports. 04 Files are permanently stored with the equipment record and visible to your team. How to Archive Equipment 01 Open the equipment record. 02 Click the Archive button at the top right of the record panel. 03 Confirm the action. The equipment will be moved from All Equipments to the Archived tab. ❓ Frequently Asked Questions What does 'pending activities' mean on the equipment card? It shows the number of maintenance tasks or activities linked to that equipment that have not yet been marked as Done. A higher number means more outstanding work. Can I attach files like manuals directly to a piece of equipment? Yes. Open the equipment record and click the Files tab to upload and attach documents directly to that equipment. How do I track the maintenance history of a piece of equipment? Click on the equipment record and go to the History tab to see a full log of all past actions, updates, and completed activities. Can I recover archived equipment? Yes. Go to the Archived tab, open the archived equipment record, and use the restore option to move it back to the active equipment list. Does my equipment list appear on my Business Profile? Yes. Equipment added to your Equipments registry is reflected in the Manufacturing Capabilities section of your Business Profile. However, internal notes, activities, checklists and history are only visible to your team. 🔧 Troubleshooting I can't find a piece of equipment. Use the filter or search icon on the Equipments page. Also check the Archived tab. he equipment may have been archived. The equipment photo isn't displaying. The cover image may not have uploaded correctly. Open the equipment record and re-upload the image via the Cover Image section. Changes to an equipment field aren't saving. Make sure you clicked the checkmark or confirmation button after editing. If the issue continues, refresh and try again. The Checklist completion percentage isn't updating. Ensure you are checking off individual items in the checklist by clicking their checkboxes. The percentage updates in real time as items are completed. 💡 Tips for Getting the Most Out of Equipment Upkeep ⭐ Always fill in the Serial Number and Purchased Date fields. These are critical for warranty tracking and service history. ⭐ Use the Activities tab inside each equipment record to log maintenance tasks directly to a machine, rather than creating unlinked activities on the board. ⭐ The Parts tab is coming soon. Start planning which spare parts you'd want to track per machine so you're ready when it launches. ⭐ Use the Archived tab to retire old machines without losing their history. Archived equipment retains all linked activities and notes for reference. Related Guides Internal Collaboration Features Activity Planning Secure Helios Drive Instant Global Search

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Tooling Catalogs

Organize tooling catalogs, supplier specs, and product data in one searchable manufacturing workspace. Helios Help Center Digitalize Operations Helios Help Center Tooling Catalogs+ Catalogs+ is Helios's industrial product catalog library. It gives members access to thousands of supplier and manufacturer product catalogs in PDF format, organized by brand. Browse, search, filter, save, and open catalogs directly in the portal using the built-in document viewer, making it easy to research products, compare specifications, add annotations, and reference technical documents without leaving the platform. Jump to: 👥 Who Is It For? 🎥 Video Tutorial ⭐ Key Features 🏷️ Key Terms 🖥️ Understanding the Listings Layout 📋 Understanding the Catalog Card Layout 🔑 Step-by-step Guides ✏️ Annotation Tools ❓ Frequently Asked Questions 🔧 Troubleshooting 💡 Tips 👥 Who Is It For? 🏭 Businesses Find supplier catalogs, research tooling options, and share references with your team. Replace scattered PDFs and vendor websites with one searchable library inside Helios. 🛠️ Experts Reference product specs and build client recommendations without leaving the platform. Organize bookmarked pages by client or project for instant access during engagements. 🎥 Video Tutorial ⭐ Key Features Browse 800+ brands and thousands of catalogs in one place. Full-text PDF search - finds part numbers, specs, and product names inside catalog pages, not just titles. Annotate, highlight, and comment directly on catalog pages using the document viewer. Bookmark pages and organize them into collections by project or client. Save catalogs to Helios Drive for team access. Request or upload catalogs that aren't in the library yet. PageWeaver - compile bookmarked pages from multiple catalogs into a single custom PDF. 🏷️ Key Terms Catalog A document published by a manufacturer or supplier listing their products, specifications, and technical data. Brand A manufacturer or supplier whose product catalogs are hosted in the Catalogs+ library. Brands Directory The alphabetical index of all brands available in Catalogs+. Catalog Listing A specific catalog entry showing cover image, title, year, product category count, and brand name. Collection Catalogs you have starred for quick access. Saved to Drive Catalogs you have saved to your Helios Drive for continued reference within the portal. Document Viewer The built-in file viewer used to open and interact with catalogs. Supports navigation, zoom, annotations, highlights, text notes, bookmarks, search, and printing. Annotation A markup added to a page in the document viewer, such as a text box, highlight, underline, strikethrough, shape, or sticky note. Bookmark An orange ribbon icon visible in the top-right corner of any open page. Clicking it saves that specific page to your Bookmarks section for future reference. Request or Upload A feature allowing users to request a missing catalog or upload one for review. 🖥️ Understanding the Listings Layout Catalogs+ Listings is accessed via Catalogs+ → Listings in the left navigation. Three tabs run across the top: All Catalogs (the full directory), Collection (your starred catalogs), and Saved to Drive (catalogs saved to your Helios Drive ). A search icon, filter icon, sort icon, grid/list view toggle, and Request or Upload button appear in the top-right. 📋 Understanding the Catalog Card Layout Each catalog card in Grid view displays: a cover image preview, the catalog name, the brand/series (for example, Catalogs | 2024), the number of product categories, the brand logo, and three action icons: a star (add to Collection ), a Save to Drive icon, and an Open button to launch the catalog in the document viewer. 🔑 Step-by-step Guides How to Access Catalogs+ 01 Log in to Helios. 02 In the left navigation panel, click Catalogs+ to expand the submenu. 03 Click Brands to browse the brand directory, or click Listings to browse all catalog PDFs directly. How to Browse Brands 01 Click Brands under Catalogs+ in the left navigation. The Brands directory loads showing 800+ brands in a grid layout. 02 Use the alphabetical tabs (A–Z) at the top to jump to brands starting with a specific letter. 03 Use the Search brands field to search by manufacturer or supplier name. 04 Toggle between List view and Grid view using the icons in the upper right. 05 Click the Star icon on any brand card to add it to Favorites. 06 Click a brand's logo or name to filter the Catalog Listings to show only catalogs from that brand. How to Browse and Filter Catalog Listings 01 Click Listings under Catalogs+ in the left navigation. The Catalogs+ page loads showing all available catalogs. 02 Use the All Catalogs, Collection, and Saved to Drive tabs to filter your view. 03 Click the Filter icon to narrow results by brand, category, year, or other criteria. 04 Click the Sort icon to change the sort order (for example, by Posted Date). 05 Review the catalog cards to find the catalogs that you need. 06 Click the Star icon on a card to add it to your Collection. 07 Click the Save to Drive icon (document with arrow) to save the catalog to your Helios Drive. How to Open a Catalog in Document Viewer 01 Find the catalog you want to view. 02 Click the Open button on the catalog card. The catalog opens in the document viewer. How to Navigate Within a Catalog Use the viewer's three main areas: Left panel (thumbnail strip, table of contents, bookmarks) / Main document area (where PDF pages are rendered) / Top toolbar (annotation, zoom, navigation, and sharing tools). 01 Use the left panel to navigate: click the thumbnail tab (grid icon) to browse page thumbnails; click the list/TOC tab to view the table of contents; click the bookmark tab to view bookmarked pages. 02 Use the zoom slider in the left panel to adjust thumbnail size. 03 Use the fullscreen button (dotted square) to expand the viewer to full screen. 04 Use the layout toggle to switch between single-page view and side-by-side double-page view. 05 Use the Zoom In button (magnifying glass with +) in the toolbar to increase zoom on the document content. 06 Use the back arrow in the top toolbar to go back to the Listings page. How to Bookmark a Page 01 While viewing a catalog, navigate to the page you want to save. 02 Click the orange bookmark ribbon icon in the top-right corner of the document area. 03 Type the bookmark name and select the destination folder/collection. 04 Click Create Bookmark. 05 The page is saved to your Bookmarks. Access it from the bookmark tab in the left panel, or from the Bookmarks section in the left navigation. How to Search Within a Catalog 01 Click the Search icon (magnifying glass) in the top-right area of the toolbar. 02 A search input will appear. Type the keyword or product name you are looking for. 03 The viewer will highlight matching text within the document and allow you to jump between results. How to Print a Catalog 01 Click the Print icon (printer) in the toolbar. 02 Your browser's print dialog will open. Select your printer settings and print the desired pages. How to Request or Upload a Catalog 01 Click the Request or Upload button in the upper right of the Catalog Listings page. 02 Follow the prompts to either submit a request for a catalog that is missing from the library, or upload a catalog PDF for review and inclusion. File Size Limit The maximum allowable file size per individual catalog PDF document upload is capped at 400 MB. ✏️ Annotation Tools Document Viewer provides a full set of annotation tools in the top toolbar. Annotations are personal markups visible only to you. Add a text note Click the T (Text) tool in the toolbar. Click anywhere on the document to place a text box and type your note. Draw a shape Click the Rectangle tool (red square outline) to draw a bounding box around an area of interest. Highlight Text Click the Highlight tool (yellow A icon) then click and drag over text to apply a yellow highlight. Underline text Click the Underline tool (A with red underline) then drag over text. Strike through text Click the Strikethrough tool (A with a line through it) and drag over text. Add a callout Click the Callout tool (speech bubble icon) and click on the page to place a comment bubble. Insert an image Click the Image tool (mountain/landscape icon) to insert an image onto the page. Change annotation properties Click the Color Picker (palette icon) to select a different color, text style, font size, stroke, or opacity for your annotations. Undo / Redo Click the Undo (left curved arrow) or Redo (right curved arrow) buttons to reverse or reapply the last annotation action. ❓ Frequently Asked Questions How many brands and catalogs are available in Catalogs+? Catalogs+ currently hosts 800+ brands and thousands of individual catalog PDFs covering tooling, abrasives, fluids, safety equipment, raw materials, and more. Are my annotations saved and visible to others? They are intended for personal reference and are not visible to other users viewing the same catalog. What is the difference between Collection and Saved to Drive? Collection is a starred favorites list for quick browsing access on the Catalogs+ page. Saved to Drive stores the catalog in your Helios Drive folder, making it accessible from your Drive view alongside other documents. Can I download catalogs to my computer? Catalogs can be saved to and downloaded from your Helios Drive within the portal. How do I search for a specific product inside a catalog? Open the catalog in the document viewer and click the Search icon (magnifying glass) in the toolbar to search for keywords within the document. I need a catalog that is not in the library. What can I do? Click the Request or Upload button on the Catalogs+ Listings page to submit a catalog request. The Helios team will work to source and add it. Are all catalogs free to access? Yes. All catalogs in the Catalogs+ library are freely accessible to registered Helios members. 🔧 Troubleshooting A catalog is not loading in the viewer. Try refreshing the page. If the issue persists, check your internet connection or try a different browser. Large catalogs may take additional time to render on slower connections. I cannot find a brand I am looking for. Use the Search field on the Brands page to search by exact name. If the brand is not in the directory, use Request or Upload to submit a request. My Saved to Drive catalogs are not appearing in Helios Drive. Navigate to Helios Drive in the left navigation and check your folders. If the catalog still does not appear, try saving it again from the Catalogs+ page. The filter shows 0 results even though I know catalogs exist. You may have an active brand or category filter applied. Click Reset next to the filter bar to clear all active filters and reload the full listing. My annotations aren't saving. Make sure you're clicking away from the annotation tool after adding text or shapes. Some annotations require a click to confirm before they're saved. Refresh the page and reopen the catalog if the issue continues. If it persists, report it through the Helios Support modal. I placed an annotation but it has disappeared. Annotations may not persist across sessions depending on your session state. If you need to preserve notes permanently, consider writing them in a Helios Drive document alongside the saved catalog. 💡 Tips for Getting the Most Out of Catalogs+ ⭐ Use Collections to group catalogs you reference frequently by project or material type so you can find them quickly without re-browsing the full directory. ⭐ Save to Drive puts a copy of the catalog in your Helios Drive for archived access, while Collection is a lightweight shortcut that links to the live catalog. ⭐ Use the Year filter when you need the most current product specifications. Older catalog editions may have outdated pricing or part numbers. ⭐ The Brands page (Catalogs+ → Brands) lets you browse manufacturers alphabetically and see all their available catalogs in one place. Related Guides Internal Collaboration Features Smart Bookmarks Secure Helios Drive Instant Global Search

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Seller, Expert & Vendor Verification & Eligibility Standard

last updated (4/17/2026)Helios Verification & Eligibility Standard Helios Policy Center Seller, Expert & Vendor Verification & Eligibility Standard Helios may require users to complete identity, business, category, tax, payout, or compliance verification before accessing certain marketplace, transaction, visibility, or payout features. This page explains the types of verification Helios may require, the standards users must meet, the factors that may affect eligibility, and when Helios may limit, deny, suspend, or revoke seller, expert, vendor, listing, or payout-related functionality. Who this standard applies to Anyone seeking to offer services, goods, consulting, training, technical support, gigs, quick tasks, project work, vendor solutions, or other monetized or visibility-sensitive offerings through Helios. Why verification matters Verification helps protect users, reduce impersonation and fraud, support lawful activity, and preserve trust across manufacturing-related marketplace activity. Related Helios policies This Standard should be read with the Terms of Service, Trust & Safety Policy, Marketplace Integrity & Anti-Fraud Policy, Restricted Activities & Prohibited Transactions Policy, Payments and Payouts policies, Privacy Policy, and relevant category standards. Policy Overview This user-friendly version organizes the Verification & Eligibility Standard into expandable sections so sellers, experts, and vendors can quickly understand what may be required before publishing offers, receiving payouts, accessing regulated categories, or using trust-sensitive features. Verify identity and authority Confirm who is acting, what business they represent, and whether they are authorized. Protect payouts Support safe payment, banking, tax, and Stripe-related review where applicable. Validate capability Review credentials, certifications, category documentation, and technical eligibility. Manage risk over time Use re-verification, monitoring, restrictions, and appeals when conditions change. Quick Guide Start with these areas if you are preparing to offer paid services, receive payouts, or access higher-risk manufacturing categories. 01 Purpose Why verification exists and how it protects the marketplace. 02 General Rule Feature access may depend on completed verification and eligibility review. 03 Types of Verification Helios May Require The kinds of checks Helios may use for marketplace access. 04 Information Users May Be Required to Provide Information Helios may request during onboarding or review. 05 Accuracy and Ongoing Duty to Update Users must keep verification information accurate and current. 06 Verification for Payout Access Payouts may require identity, business, banking, tax, and payment-provider checks. Verification Foundations 01 Purpose Why verification exists and how it protects the marketplace. + The purpose of this Standard is to: Support trust in sellers, experts, vendors, and other providers on Helios Reduce impersonation, fraud, payment abuse, and deceptive marketplace activity Support lawful onboarding and transaction activity Enable risk-based access to higher-risk, regulated, or payment-enabled features Clarify the information and documentation Helios may require for access or continued eligibility. Eligibility examples A provider attempts to offer paid technical services without completing required identity or business verification. A vendor wants premium visibility but refuses to provide basic eligibility information needed for trust review. Practical guidance Treat verification as part of marketplace access, not as a one-time formality. Prepare accurate identity, business, tax, payout, and credential records before offering paid services. 02 General Rule Feature access may depend on completed verification and eligibility review. + Access to certain Helios features may be conditional and may depend on successful completion of verification, review, and eligibility checks. Helios may require verification before allowing a user to: Publish certain listings or offers Receive payouts Access seller, expert, or vendor functionality Participate in certain regulated or higher-risk categories Reach higher transaction thresholds Gain premium visibility or priority placement Access features involving trust signals, verified badges, or higher-risk workflows Eligibility examples An expert attempts to receive payouts before completing required payout onboarding. A vendor seeks access to a restricted category before Helios can validate eligibility. Practical guidance Do not assume approval is automatic just because an account exists. Complete requested steps before publishing offers, requesting payouts, or claiming verified status. 03 Types of Verification Helios May Require The kinds of checks Helios may use for marketplace access. + Verification may be performed directly by Helios or through third-party providers, including Stripe and related service providers. Depending on user type, feature, category, geography, transaction volume, or risk profile, Helios may require: Identity verification Business verification Tax verification Payout or banking verification Beneficial ownership verification Representative or controller verification Professional qualification or credential verification Certification, permit, or license verification Insurance confirmation Category-specific compliance review Quality, sourcing, or traceability documentation Export-control, sanctions, or restricted-activity review Eligibility examples A company account lists a business name but cannot verify the authorized representative. A manufacturing vendor claims AS9100 capability but cannot provide supporting documentation when asked. Practical guidance Different categories may require different levels of proof. Higher-risk work may require business, credential, insurance, compliance, or category-specific documentation. 04 Information Users May Be Required to Provide Information Helios may request during onboarding or review. + Users may be required to provide information such as: Legal name and business name Physical address and contact information Government-issued identification information Date of birth Representative and beneficial ownership information Business registration details Tax identification numbers and tax forms Bank account or payout account details Proof of authority to act on behalf of a company or organization Work history, credentials, certifications, or qualifications Copies of licenses, permits, registrations, or insurance Category-specific documentation relevant to the goods or services offered Eligibility examples A user submits a business name that does not match registration records or payout details. A person claims authority to represent a vendor but cannot show authorization from that company. Practical guidance Use consistent legal, business, tax, and payout details. Make sure names, addresses, business documents, and banking records align where required. 05 Accuracy and Ongoing Duty to Update Users must keep verification information accurate and current. + Users must ensure that all information submitted to Helios in connection with verification, onboarding, payouts, category access, or eligibility review is true, complete, accurate, current, and non-misleading. Users must promptly update information if there is any material change, including changes to: Legal or business identity Beneficial ownership Authorized representatives Address or contact details Banking or payout information Tax information Licenses, permits, insurance, certifications, or approvals Nature of the goods, services, or categories being offered Eligibility examples A vendor changes ownership but continues using outdated beneficial ownership details. An expert lets a required certification expire but continues advertising verified capability. Practical guidance Update records promptly after business, ownership, banking, tax, or credential changes. Review profile claims when certifications, insurance, licenses, or category offerings change. Payouts, Categories & Risk 06 Verification for Payout Access Payouts may require identity, business, banking, tax, and payment-provider checks. + If Helios uses Stripe Connect or related Stripe services for payout functionality, payout access may depend on successful completion of Stripe-related onboarding, identity verification, business verification, tax verification, and related review requirements. Payout-related verification may be required: Before the first payout After threshold amounts are reached When account details change When fraud or compliance signals arise When requested by payment processors, financial institutions, or legal requirements Eligibility examples A seller requests a payout but has not completed tax or banking verification. A payout method changes shortly after suspicious transaction activity, triggering additional review. Practical guidance Complete payout onboarding early to avoid delays. Expect re-checks when payout details, thresholds, or compliance signals change. 07 Professional, Technical, and Category-Specific Eligibility Additional review for technical, regulated, or safety-sensitive offerings. + Helios may require additional review for users who seek to offer services, technical work, consulting, training, regulated support, or manufacturing-related activity in categories where experience, qualifications, approvals, or documentation are relevant to trust, safety, or legality. This may include review of: Technical expertise Certifications Industry qualifications Portfolio or work examples Proof of business capability Quality systems or standards Insurance or liability coverage Sector-specific approvals Regulatory or compliance readiness Eligibility examples A user offers aerospace inspection support without proof of relevant qualifications or quality system controls. A consultant advertises regulated manufacturing compliance services but cannot validate experience or credentials. Practical guidance Keep portfolios, certifications, quality-system evidence, and insurance documents organized. Only advertise capabilities you can support with credible documentation. 08 High-Risk and Restricted Categories Enhanced review for high-risk, regulated, restricted, or compliance-sensitive categories. + Users seeking access to high-risk, restricted, or regulated categories may be subject to enhanced review. Such categories may include, without limitation: Safety-critical manufacturing support Aerospace or aviation-related work Regulated healthcare or life sciences work Export-sensitive or sanctions-sensitive categories Traceability-sensitive or certification-sensitive work Categories restricted by payment providers or compliance programs Categories with elevated fraud, counterfeit, or legal risk Eligibility examples A provider seeks to list export-sensitive technical services without responding to compliance questions. A vendor offers traceability-sensitive parts but cannot provide sourcing or certification evidence. Practical guidance High-risk categories may need manual approval before listing or transaction access. Be ready to explain category scope, end use, documentation, sourcing, and compliance controls. 09 Factors That May Affect Eligibility Eligibility depends on documentation, risk, cooperation, and legal or provider constraints. + Helios may consider a range of factors when determining whether a user is eligible for seller, expert, vendor, listing, or payout access. These may include: Whether required information has been provided Whether the information is accurate, complete, and verifiable Whether the user appears to be acting lawfully and in good faith Whether the account has a history of suspicious conduct, fraud signals, or repeated policy violations Whether the category requested is restricted or higher risk Whether there are legal, payment, compliance, export-control, sanctions, safety, or reputational concerns Whether the user has cooperated with prior review requests Whether Helios or its payment providers can reasonably support the activity requested Eligibility examples An account with repeated policy violations requests access to premium vendor features. A seller provides partial documentation but key identity or business details cannot be verified. Practical guidance Cooperation and consistency matter during review. Eligibility can change over time as risk signals, platform features, or provider requirements change. 10 Grounds for Denial, Restriction, Suspension, or Revocation When Helios may deny, limit, suspend, or revoke access. + Helios may deny, limit, suspend, or revoke eligibility where: Required information is not provided Submitted information is inaccurate, incomplete, inconsistent, misleading, or outdated Information cannot be verified Documents appear altered, forged, suspicious, or unreliable The requested category is prohibited, restricted, or unsupported The user appears to present fraud, payment, legal, export-control, sanctions, privacy, safety, or reputational risk The user fails to cooperate with review requests A payment processor, financial institution, insurer, regulator, or legal authority requires or expects action Continued access would expose users or the Platform to unacceptable risk Eligibility examples A document appears altered and the user cannot provide reliable replacement records. A vendor refuses verification requests after multiple reminders while continuing to seek payout access. Practical guidance Provide complete and verifiable documents when requested. Restrictions may occur with or without prior notice when needed to reduce risk or comply with obligations. Trust Signals & Ongoing Review 11 Verified Status, Badges, and Trust Signals What verified badges and trust markers do — and do not — mean. + If Helios offers verified badges, trust markers, or related status indicators, those indicators reflect only that Helios has completed certain checks or reviews at a point in time based on information available to it. Verified status does not mean that Helios: Guarantees the quality, legality, or safety of a user’s offerings Guarantees future conduct or performance Certifies all claims made by a user beyond the scope of the checks performed Accepts responsibility for a user’s actions, deliverables, or compliance obligations Eligibility examples A verified expert claims the badge guarantees all future work quality or legal compliance. A vendor uses a trust marker to imply Helios endorses every product claim beyond the completed checks. Practical guidance Use badges accurately and avoid overclaiming what they mean. Verified status may be removed if circumstances change or new risk appears. 12 Re-Verification and Ongoing Monitoring When Helios may ask for updated verification or reassess eligibility. + Helios may require users to complete re-verification or provide updated information at any time. Re-verification may be triggered by: Changes to account details Changes to ownership or business structure Increased transaction volume Payout requests Category expansion Complaints, disputes, or suspicious activity Updated legal or payment-provider requirements Platform safety or compliance reviews Eligibility examples A vendor expands into a restricted category and is asked for additional documentation. A sudden increase in transaction volume triggers renewed payout and business review. Practical guidance Expect periodic re-checks, especially for payment-enabled or higher-risk activity. Respond quickly when updated documents or explanations are requested. 13 User Cooperation Users must cooperate with legitimate verification and eligibility reviews. + Users seeking access to seller, expert, vendor, or payout-related features must cooperate honestly and promptly with legitimate verification and review requests. This includes responding to requests for: Clarification Corrected or updated documents Supporting records Proof of authority or ownership Category-specific explanations Compliance-related information Eligibility examples A user repeatedly ignores requests for corrected tax or ownership documentation. A company account refuses to explain who controls the business profile. Practical guidance Answer verification questions directly and consistently. False or misleading information during review may be treated as a separate violation. 14 Temporary Restrictions During Review Temporary controls while eligibility or verification review is pending. + While verification or eligibility review is pending, Helios may impose temporary restrictions such as: Delaying publication of listings Withholding visibility or verified status Restricting messaging or offers Freezing or delaying payouts Limiting transaction functionality Limiting category access Placing the account in review status Eligibility examples A listing is held before publication while Helios reviews category eligibility. Payout access is delayed until required documents are verified. Practical guidance Temporary restrictions do not always mean a final decision has been made. Resolve open requests to help Helios complete review faster. 15 Relationship to Payment Providers and Third Parties How third-party provider requirements can affect eligibility. + Where Helios uses third-party payment processors, verification providers, fraud prevention tools, or compliance partners, user eligibility may depend in part on those providers’ requirements or review outcomes. This may include Stripe or related service providers for payment or payout features. Provider requirements or review outcomes Compliance obligations Identity, business, tax, payout, and compliance information sharing as described in applicable policies Lawful and safe supportability of the requested activity Eligibility examples A payment provider requires additional verification before payouts can continue. A requested activity cannot be supported safely by Helios or a relevant provider. Practical guidance Payment and verification providers may require additional steps beyond Helios account setup. Review related payment and privacy policies for how information may be used or shared. Policy Connections & Appeals 16 No Guarantee of Access or Continuity Approval is conditional and may change as standards, categories, or risk conditions evolve. + Eligibility for seller, expert, vendor, or payout-related functionality is conditional and may change over time. Helios does not guarantee that: A user will be approved for a requested feature Approved status will continue indefinitely A category will remain available Payout access will remain active Verification standards will remain unchanged Eligibility examples A category becomes unsupported after new compliance requirements emerge. A previously approved user loses access after risk conditions change or required re-verification is not completed. Practical guidance Build workflows with the expectation that eligibility standards may evolve. Do not rely on one-time approval as a permanent right to access features. 17 Related Policy Violations Verification issues may also trigger other Helios policy controls. + Conduct that affects verification or eligibility may also violate other Helios policies, including: Terms of Service Trust & Safety Policy Marketplace Integrity & Anti-Fraud Policy Restricted Activities & Prohibited Transactions Policy Payments, Payouts, Refunds, and Transactions Policy Seller, Expert, and Vendor Payout Terms Privacy Policy Enforcement, Appeals & Account Actions Policy Eligibility examples Forged documents may trigger verification denial, anti-fraud review, and enforcement action. Misleading payout information may trigger payment restrictions and broader account review. Practical guidance Treat verification, payment, fraud, privacy, and enforcement obligations as connected. One incident may be reviewed under multiple policy areas when facts overlap. 18 Review, Reconsideration, and Appeals How users may request review of certain eligibility or verification decisions. + Where Helios allows reconsideration of an eligibility or verification decision, a user may submit a request for review in accordance with any process Helios makes available. Helios may decline or close requests that are repetitive, unsupported, abusive, or lacking material new information where such information is necessary. A reconsideration request does not guarantee approval, reinstatement, verified status, payout activation, or category access. Eligibility examples A user submits the same unsupported appeal repeatedly without new documents. A provider asks for reinstatement but does not address the specific verification issue that led to restriction. Practical guidance Include new, material, and verifiable information when requesting reconsideration. Focus on resolving the actual reason for the restriction or denial. 19 Policy Updates How this Standard may be updated over time. + Helios may update this Standard from time to time to reflect changes in law, payment-provider requirements, platform features, onboarding practices, industry risk, or operational needs. Helios will post the revised version on the Platform and update the Last Updated date above. Continued use after the effective date constitutes acceptance of the revised Standard, except where additional notice or consent is required by law. Eligibility examples A payment-provider rule change leads Helios to update payout verification requirements. New industry risk patterns lead to additional review for a specific category. Practical guidance Check the policy page periodically for updated standards. Review onboarding and category requirements before expanding services or requesting new feature access.

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Marketplace Integrity & Anti-Fraud Policy

(last updated: 4/17/2026) Helios Marketplace Integrity & Anti-Fraud Policy Helios Policy Center Last updated: 4/17/2026 Marketplace Integrity & Anti-Fraud Policy Helios is committed to maintaining an honest, trustworthy, and secure marketplace. This policy explains the standards Helios uses to protect users, transactions, listings, trust signals, and payment-related activity from fraud, deception, manipulation, and abuse. This policy applies to all users of Helios, including experts, companies, students, vendors, suppliers, associations, partners, customers, and any other person or entity that uses the Platform. How this policy works with other Helios policies This policy should be read together with the Helios Terms of Service, Trust & Safety Policy, Code of Conduct, Payments, Payouts, Refunds, and Transactions Policy, Seller, Expert, and Vendor Payout Terms, Refund and Cancellation Policy, Privacy Policy, and any category-specific rules published by Helios. Payment-provider and compliance controls Helios may take action under this policy to comply with payment processor and financial service provider requirements, including Stripe, Inc. and its affiliates, and to protect the Platform, users, and marketplace transactions from fraud, abuse, prohibited activity, or compliance risk. Policy Overview This user-friendly version organizes the Marketplace Integrity & Anti-Fraud Policy into collapsible sections so users can quickly understand what is prohibited, how Helios reviews fraud risk, and what actions may be taken when marketplace integrity is at risk. Protect users Prevent fraud, deception, payment abuse, and marketplace manipulation. Preserve trust Keep listings, profiles, reviews, transactions, and payout activity genuine. Require honesty Expect accurate identity, credentials, delivery evidence, and transaction records. Support enforcement Allow review, temporary controls, and account actions when fraud risk appears. Typical Anti-Fraud Review Journey 1 Signal A report, payment flag, suspicious listing, dispute, or behavior pattern suggests risk. 2 Review Helios may review account, listing, file, message, verification, and transaction evidence. 3 Control Temporary controls may be applied to protect users and preserve evidence. 4 Decision Helios may clear the issue, request correction, restrict activity, or enforce policy. 5 Follow-up Users may be asked for verification, records, corrective action, or appeal materials. Anti-Fraud Standards 01 Purpose What this policy is designed to protect. + The purpose of this Policy is to: Protect users from fraud, deception, payment abuse, and marketplace manipulation Preserve trust in listings, profiles, reviews, transactions, and payout activity Support fair, documented, and legitimate marketplace transactions Reduce legal, financial, operational, and reputational risk to users and Helios Establish standards for identifying, reviewing, and enforcing against dishonest conduct Practical guidance Use this policy as the primary rule set for suspicious marketplace behavior, fake activity, payment misuse, deception, and abuse of Helios trust signals. 02 General Duty of Honesty Users must act honestly, accurately, and in good faith. + Users must act honestly, accurately, and in good faith when using Helios. You may not mislead Helios or other users about: Your identity Your qualifications or experience Your business status Your certifications or licenses Your pricing, delivery capacity, or performance history The quality, origin, legality, or compliance status of goods or services The status of work, milestones, delivery, or acceptance The existence of genuine buyer demand, reviews, references, or transaction history Examples Misleading experience A provider claims 20 years of aerospace machining experience but has no such background and uses fabricated project details to win work. False delivery capacity A shop advertises same-week fulfillment while knowing it does not have available machines, staff, or materials. Practical guidance Represent only what you can actually verify. If a claim depends on a subcontractor, certification, timeline, or outside condition, state that clearly. 03 Identity Fraud and Misrepresentation Identity, credential, verification, and account authenticity rules. + Users may not engage in identity fraud or deceptive identity-related conduct. This includes, without limitation: Impersonating another person, company, organization, or brand Using fake names or misleading aliases to conceal identity in a deceptive or harmful way Creating fake accounts or coordinated accounts for abuse Falsifying qualifications, certifications, work history, manufacturing capability, or business credentials Forging or altering identity, tax, payout, banking, or verification documents Using stolen, borrowed, or unauthorized credentials or business information Concealing material facts that would make a profile, listing, or transaction misleading Helios may require identity, business, tax, banking, or beneficial ownership verification and may delay, limit, or deny account access, payouts, or transaction functionality where verification is incomplete or cannot be confirmed. Examples Company impersonation A user creates a profile using a known supplier’s logo and address without authorization to appear legitimate. Altered verification record A seller edits a certificate or tax document before submitting it for verification. Practical guidance Use your legal or authorized business identity, keep documents current, and do not borrow another person’s or company’s credentials. 04 Listing Fraud and Marketplace Deception Rules against fake, deceptive, or misleading listings and offers. + Users may not create, publish, or maintain deceptive listings, offers, or opportunities. This includes, without limitation: Fake listings or fake opportunities Listings for goods or services the user is not actually authorized or able to provide Misleading descriptions of technical capability, certifications, sourcing, compliance status, lead time, or quality control Bait-and-switch offers False urgency, fabricated scarcity, or manufactured demand Fake inquiries, fake buyer interest, or coordinated demand inflation Misleading images, documents, specs, or supporting materials False claims regarding testing, inspection, traceability, materials, or approvals Providers are responsible for ensuring that their listings and related communications are accurate, lawful, and not misleading. Users may not use AI-generated content to misrepresent qualifications, experience, portfolio work, certifications, or manufacturing capability. AI-assisted content is permitted but must accurately reflect the user's actual capabilities and must not create a misleading impression of expertise, credentials, or past work that the user does not genuinely possess. Examples Bait-and-switch A vendor lists a certified part at one price, then pushes buyers to a different non-certified product after payment discussion begins. AI portfolio misrepresentation A consultant posts AI-generated factory images and claims they show completed client projects. Practical guidance Listings should reflect real capabilities, real availability, accurate lead times, and claims you can support with records if Helios asks. 05 Review, Reputation, and Trust Signal Manipulation Reviews, endorsements, ratings, references, and reputation must be genuine. + Trust signals on Helios must be genuine. Users may not: Post fake reviews, testimonials, or endorsements Solicit or exchange dishonest reviews Create fake transactions to generate positive reputation Coordinate review manipulation Retaliate against users for honest feedback Post extortionate or coercive reviews Misrepresent the source or authenticity of references, ratings, or project history Helios may remove or discount reviews, references, endorsements, or ratings that appear fraudulent, irrelevant, abusive, retaliatory, or inconsistent with platform integrity. Helios will not remove a review solely on the basis of a Provider complaint where the review appears genuine and its content does not independently violate Platform rules. Providers who file repetitive or baseless review-removal requests may themselves be subject to enforcement action under this Policy. Examples Fake reputation A provider creates multiple buyer accounts to leave positive reviews after sham transactions. Coercive review A user threatens to leave a damaging review unless the other party gives an unrelated discount. Practical guidance Ask for honest feedback, not favorable feedback. Do not offer payment, discounts, or pressure in exchange for a specific rating. 06 Payment Fraud and Financial Abuse Stolen payment methods, chargeback abuse, payout fraud, and non-genuine transactions. + Where Helios uses Stripe or other third-party payment providers, Helios may delay, freeze, reverse, deny, or review transactions or payouts as reasonably necessary to respond to fraud signals, chargeback risk, reserve requirements, compliance obligations, or provider-imposed restrictions. Prohibited conduct includes, without limitation: Using stolen payment methods Using unauthorized bank accounts or payout details Submitting false tax, payout, or banking information Engaging in chargeback abuse Making bad-faith refund demands after receiving the agreed value Creating sham transactions or circular payments Inflating transaction volume artificially Using Helios for payment laundering or transactions without a genuine underlying product or service Falsifying proof of payment, proof of work, delivery status, milestone completion, acceptance, attendance, or transaction support materials Attempting to bypass transaction reviews, holds, reserves, payout delays, or fraud controls Examples Chargeback abuse A buyer receives completed CAD review work, confirms receipt, then disputes the payment as unauthorized without a legitimate basis. Circular payment Two linked accounts send payments back and forth to inflate transaction history or extract funds. Practical guidance Maintain invoices, proof of work, acceptance records, and delivery documentation. Use only authorized payment and payout accounts. 07 Off-Platform Transaction Circumvention Rules against moving transactions off-platform to avoid safeguards. + Where Helios requires or expects transactions to occur through the Platform, users may not pressure, induce, or encourage others to move transactions off-platform in order to avoid: Platform fees Payment review Payout controls Refund or dispute processes Taxes or reporting Trust and safety monitoring Recordkeeping or evidence preservation Helios may consider off-platform payment behavior when evaluating fraud, dispute risk, or marketplace integrity concerns. Examples Fee avoidance pressure A provider tells a buyer that work can only continue if payment is sent outside Helios to avoid review. Evidence avoidance A seller asks the buyer to move communication and payment elsewhere after a dispute begins. Practical guidance Keep required transactions and related communication inside the expected Helios workflow so payment records, dispute review, and safety protections remain available. 08 Fraudulent Transaction Evidence and Delivery Misconduct False records, fake delivery proof, and manipulated transaction evidence. + Users may not manipulate or fabricate transaction evidence. This includes, without limitation: False milestone claims Falsified completion records Fabricated delivery confirmations False attendance records for training, consultations, or events Altered invoices, quotations, statements of work, or purchase records Misleading project updates intended to trigger payment or avoid refund responsibility False claims submitted in support tickets, disputes, complaints, or appeals Providers are responsible for maintaining commercially reasonable records supporting the legitimacy and fulfillment of their offerings. Examples False milestone completion A provider marks a fixture design milestone complete but uploads an unrelated file to trigger payment. Altered invoice A vendor changes invoice dates or quantities after a dispute to support a false payment claim. Practical guidance Keep source files, revision history, acceptance messages, delivery logs, and signed scope documents where appropriate. 09 Fraudulent Use of Support, Reporting, and Dispute Channels Support, dispute, and reporting tools must be used honestly. + Helios’s support, dispute, and reporting tools must be used honestly. Users may not: File knowingly false reports Submit false fraud claims to gain leverage Weaponize payment disputes, safety reports, or policy complaints against other users Misuse support channels to harass, intimidate, or pressure users Fabricate evidence in refund, chargeback, safety, or moderation matters Helios may take action against users who abuse dispute systems, safety reporting channels, or support processes. Examples False fraud report A user files a fraud claim only to force a discount after receiving the completed service. Fabricated screenshot A party edits a message screenshot to make the other user appear to have agreed to different terms. Practical guidance Report concerns in good faith and submit original records whenever possible. Do not use reports as leverage in commercial disagreements. 10 Platform Manipulation and Coordinated Abuse Manipulation of visibility, rankings, referrals, recommendations, or trust signals. + Users may not manipulate Helios systems, visibility, rankings, recommendations, or trust signals through deceptive means. This includes, without limitation: Coordinated fake engagement Coordinated fake referrals or demand creation Multi-account abuse Attempts to manipulate search or recommendation placement through deceptive conduct Abuse of promotional systems, incentive systems, or referral programs Evasion of previous enforcement actions through new or related accounts Helios may investigate linked accounts, unusual behavioral patterns, suspicious transaction clusters, or coordinated activity where platform manipulation is suspected. Examples Coordinated engagement A group of linked accounts repeatedly views, saves, refers, or endorses one profile to manipulate ranking signals. Enforcement evasion A suspended provider creates a new account under a different company name to continue the same activity. Practical guidance Grow visibility through legitimate performance, profile completeness, verified experience, and genuine customer activity. 11 Cooperation with Reviews and Investigations Users must cooperate honestly with legitimate review requests. + Helios may review accounts, listings, files, messages, transaction records, verification materials, and related evidence where fraud, deception, or marketplace abuse is suspected. Users are expected to cooperate honestly and promptly with legitimate requests for: Explanations Supporting records Transaction evidence Verification documentation Business or tax information Proof of authority, ownership, licensing, or fulfillment Failure to cooperate, refusal to provide relevant information, or submission of false information may itself result in account restrictions or other enforcement action. Examples Refusal to verify A seller with suspicious payout activity refuses to provide requested business ownership documentation. False explanation A provider gives inconsistent or fabricated delivery explanations during a dispute review. Practical guidance Respond promptly, provide complete records, and avoid altering materials after Helios requests evidence. 12 Temporary Risk Controls Controls Helios may apply while reviewing fraud or integrity risk. + To protect users and preserve marketplace integrity during a review, Helios may impose temporary controls such as: Listing pauses Messaging restrictions Feature limitations Transaction holds Payout delays Reserve requirements Visibility reductions Account review status Temporary controls do not necessarily mean Helios has reached a final conclusion, but they may remain in place until Helios determines that the risk has been resolved. Practical guidance Temporary controls are risk-management tools. The fastest path to resolution is usually clear cooperation, documentation, and correction of any inaccurate listing or account information. 13 Enforcement Actions Helios may take for fraud or integrity violations. + If Helios reasonably determines that a user, listing, account, or transaction violates this Policy or creates unacceptable fraud or integrity risk, Helios may take one or more of the following actions: Issue a warning Require corrective action Remove or limit listings, reviews, or content Cancel or restrict marketplace activity Reverse, freeze, or deny transactions or payouts where permitted by policy or law Require additional verification or documentation Suspend the account temporarily Terminate the account permanently Block future re-registration Report relevant conduct to payment processors, financial institutions, regulators, or law enforcement where appropriate Helios may act with or without prior notice where permitted by law and reasonably necessary to protect users, preserve evidence, comply with legal obligations, or satisfy payment-provider requirements. Practical guidance Enforcement may be proportional to severity, intent, evidence, user history, payment-provider requirements, and the risk posed to users or the Platform. 14 Related Policy Violations Other Helios policies that may apply to the same conduct. + Conduct that violates this Policy may also violate other Helios policies, including: Terms of Service Core platform rules and user obligations Trust & Safety Policy Platform safety, investigations, and enforcement Code of Conduct Professional behavior and community expectations Payments, Payouts, Refunds, and Transactions Policy Payment integrity and transaction rules Refund and Cancellation Policy Refund requests, cancellations, and dispute context Seller, Expert, and Vendor Payout Terms Payout eligibility, timing, and controls Restricted Activities & Prohibited Transactions Policy High-risk and prohibited categories Privacy Policy User data, privacy, and responsible data handling Intellectual Property, Confidentiality & Technical Data Policy IP, confidential information, and technical files Helios may enforce these policies together rather than separately. 15 Policy Updates How Helios may update this policy over time. + Helios may update this Policy from time to time to reflect changes in law, fraud patterns, platform features, payment systems, operational needs, or industry risks. When we update this Policy, we will post the revised version on the Platform and update the “Last Updated” date above. Continued use of the Platform after the effective date of an updated version constitutes acceptance of the revised Policy, except where additional notice or consent is required by law. 16 Contact and Reporting Where to raise fraud, fake listing, impersonation, payment abuse, or marketplace integrity concerns. + For fraud, payment abuse, fake listings, impersonation, suspicious transactions, or marketplace integrity concerns, contact Helios through the appropriate support or reporting channel on the Platform. Recommended evidence to include Account details, listing links, screenshots, message history, payment or payout details, dates, delivery records, verification documents, and any other records that help Helios review the concern accurately.

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Refund and Cancellation Policy

(last updated: 4/17/2026) HELIOS REFUND AND CANCELLATION POLICY This Refund and Cancellation Policy explains how Helios handles refund and cancellation requests for paid transactions on the Platform. This Policy applies unless separate listing-specific or service-specific terms expressly state otherwise. This Policy is incorporated into and forms part of the Helios Terms of Service and the Helios Payments, Payouts, Refunds, and Transactions Policy. By making or accepting a paid transaction on Helios, you agree to this Policy. CONSUMER RIGHTS ACKNOWLEDGMENT Nothing in this Policy limits any statutory consumer rights you may have, including the EU Consumer Rights Directive 14-day withdrawal right, the California Consumer Legal Remedies Act, and equivalent laws. Where your applicable law grants you an automatic, non-waivable right to cancel or obtain a refund, that right applies regardless of any non-refundable language in this Policy. In case of conflict between this Policy and applicable law, applicable law prevails. 1. General Principles Refunds and cancellations are evaluated based on the nature of the offering, the stage of performance, the terms shown in the listing or at checkout, communications between the parties, available evidence, and applicable law. Unless otherwise required by law or expressly stated by Helios, payments may become non-refundable once performance has materially begun or once digital value has been delivered. Any refund or credit decision by Helios is an administrative platform decision and does not constitute a legal determination of the underlying rights of the parties outside the Platform. Users retain the right to seek resolution through applicable legal channels regardless of any Helios administrative decision. 2. When Refunds May Be Granted Helios may grant a full or partial refund where reasonably appropriate, including where: The provider fails to deliver the purchased offering The provider materially misrepresents the offering The provider abandons the engagement The transaction is unauthorized, fraudulent, duplicate, or affected by payment error The transaction cannot lawfully be completed The provider becomes unable or ineligible to perform Helios determines that a refund is necessary to protect users or Platform integrity Refund Request Window Refund requests must be submitted within [30] days of the transaction date or, for ongoing engagements, within [14] days of the relevant deliverable or event. Requests submitted outside this window may be declined except where required by applicable law. Refund Processing Timeline Where a refund is approved, Helios will process the refund to the original payment method within 5–10 business days, subject to the processing timelines of the applicable payment processor and financial institutions. Partial Refunds for Quality or Defect Issues Helios may approve partial refunds when a Provider delivered work with quality defects or below the promised standard. Partial Refund % = (Work NOT received / Total Work Promised) × 100 Example: If a Provider completed 3 of 5 promised modules and the remaining 2 are undeliverable, the maximum partial refund is 40% of the total transaction value. 3. Buyer Cancellation Before Material Performance A buyer may request cancellation before the provider has materially begun performance. For purposes of this Policy, a provider is considered to have materially begun performance when they have, for example: conducted an initial consultation or scoping call; delivered preliminary files, materials, or guidance; begun production, manufacturing, or technical work; reserved dedicated time or resources; or formally declined other work in reliance on the engagement. Helios may approve a full or partial refund depending on the circumstances, including whether the provider has already reserved time, incurred costs, begun preparatory work, delivered preliminary materials, or declined other work in reliance on the transaction. If a Provider cancels a scheduled event, appointment, consultation, or session with less than 24 hours notice, or fails to attend without prior notice, the Buyer is entitled to a full refund of the session fee. Helios may recover the refunded amount from the Provider's payouts or reserves consistent with the Seller, Expert, and Vendor Payout Terms. If a Provider cancels or withdraws from an engagement without lawful justification, Helios may treat undelivered portions as refundable and may recover associated amounts from the Provider's payouts or reserves, consistent with the Terms of Service and Payout Terms. 4. Milestone and Project-Based Work For phased, milestone-based, or project-based work, Helios may review refund requests on a milestone-by-milestone basis. Completed, accepted, or substantially performed milestones may be treated as earned and non-refundable. Unperformed or undelivered portions may be refundable in whole or in part. 5. Consulting, Advisory, Training, and Digital Deliverables Completed consulting sessions, advisory calls, coaching, webinars, workshops, training sessions, downloadable materials, templates, reports, guides, and other fully performed or immediately consumable offerings may be non-refundable. Nothing in this Policy limits rights you may have under applicable consumer protection law, including rights related to faulty, misdescribed, or unfit digital goods or services under applicable law in your jurisdiction or expressly stated otherwise. Subscriptions and Auto-Renewals Subscriptions and recurring memberships may be cancelled at any time for future billing cycles. Helios does not provide refunds for the current billing period unless required by applicable law. Auto-renewals will be clearly disclosed at checkout. Price changes for recurring subscriptions require 30 days advance written notice. Any refund or credit decision by Helios is an administrative platform decision and does not constitute a legal determination of the underlying rights of the parties outside the Platform. Users retain the right to seek resolution through applicable legal channels regardless of any Helios administrative decision. 6. Events, Appointments, and No-Shows Events, appointments, training sessions, workshops, and similar scheduled offerings may be subject to listing-specific cancellation deadlines or attendance rules. Late cancellations and no-shows may be non-refundable or only partially refundable. 7. Fraud, Unauthorized Use, and Policy Violations Helios may issue refunds, reverse transactions, freeze funds, or deny payouts where Helios reasonably suspects fraud, unauthorized use, impersonation, duplicate payment, safety concerns, legal concerns, or violations of Helios policy. 7.1 Refund Abuse Policy. Helios may deny refunds or take enforcement action if: Pattern of Abuse: Buyer has filed 3+ refund requests in last 90 days; Buyer claims 'not as described' for more than 20% of purchases; Buyer receives internal refund then files identical chargeback. Bad-Faith Requests: Falsely claiming non-delivery after confirming receipt; submitting forged evidence; using refund as leverage for unrelated demands. Chargeback Abuse: Filing chargeback after receiving full internal refund; initiating 2+ chargebacks in 12 months without substantiated basis. CONSEQUENCES: 1st Flag — Warning; 2nd Flag (within 12mo) — Future requests require escalation review; 3rd Flag (within 12mo) — Refund eligibility suspended 90 days; Severe/Repeated — Account suspension. 8. Chargebacks and External Payment Disputes If a buyer initiates a chargeback or payment dispute through a bank, card issuer, wallet provider, or payment processor, that dispute may proceed outside the Helios Platform. Helios may suspend internal review of the same matter, request evidence from the parties, freeze related funds, recover associated losses or fees from the responsible party, and limit account functionality while the matter is under review. Where Helios uses third-party payment providers, including Stripe, transaction disputes, chargebacks, reversals, reserves, or payout delays may also be affected by the requirements, procedures, or determinations of those providers and related financial institutions. Helios may take action under this Policy as reasonably necessary to comply with payment-provider requirements and to protect users and marketplace integrity. If a Buyer files both an internal refund request and a chargeback for the same transaction: Helios will not automatically grant the internal refund while the chargeback is pending; Helios will pause the internal review until the chargeback is resolved; and if a Buyer receives both an internal refund and a successful chargeback reversal for the same transaction, Helios may recover the duplicate amount from the Buyer's account or next transaction. 9. Recovery from Providers Where Helios issues a refund, credit, reversal, or other adjustment attributable to a provider’s conduct, failure, listing, or policy violation, Helios may recover the amount from the provider through payout deductions, reserves, setoff, authorized stored payment methods, invoicing, or other lawful means. 10. Helios Review and Discretion Helios may make administrative determinations regarding refunds, credits, replacement remedies, or no remedy under this Policy based on fairness, user protection, evidence of performance, transaction integrity, and platform trust and safety considerations. Nothing in this Policy limits rights that cannot be limited under applicable law. 11. Changes to This Policy Helios may update this Policy from time to time. When we do, we will post the updated version on the Platform and revise the “Last Updated” date above.

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Enforcement and Appeals Policy

last updated (4/17/2026)Helios Enforcement, Appeals & Account Actions Policy Helios Policy Center Enforcement, Appeals & Account Actions Policy Helios may take action when it reasonably determines that a user, account, listing, file, transaction, pattern of conduct, or other activity violates Platform rules or creates unacceptable risk to users, the Platform, payment systems, legal compliance, or marketplace integrity. This user-friendly version organizes the policy into collapsible sections so users can understand possible account actions, temporary restrictions, payment-related controls, appeals, and reconsideration expectations. Who this policy applies to This Policy applies to all users of Helios, including experts, companies, students, vendors, suppliers, associations, partners, customers, service providers, and any other person or entity using the Platform. Related Helios policies This Policy should be read together with the Helios Terms of Service, Trust & Safety Policy, Code of Conduct, Marketplace Integrity & Anti-Fraud Policy, Restricted Activities & Prohibited Transactions Policy, Reporting, Investigations & Evidence Policy, Privacy Policy, Payments and Payout policies, and any category-specific rules published by Helios. How to use this page Expand the section that matches your concern. Each section includes policy language, violation examples, and practical guidance for users and internal policy reviewers. Policy Overview This page explains how Helios may protect the marketplace through warnings, corrective action, content restrictions, account limitations, transaction reviews, suspensions, terminations, referrals, and appeals handling. Protect users and platform integrity Enforcement may be used to reduce fraud, abuse, legal exposure, unsafe conduct, and marketplace manipulation. Use risk-based controls Helios may apply temporary or permanent measures based on severity, evidence, urgency, and provider or legal obligations. Support review and reconsideration Where allowed, users may request reconsideration with supporting records, corrective information, and remediation steps. Typical enforcement journey 1 Signal or report Helios receives a report, detects suspicious activity, or identifies risk through review. 2 Review and containment Temporary controls may be applied while facts, records, payments, files, or account history are reviewed. 3 Decision and action Helios may warn, require correction, restrict activity, suspend access, terminate an account, or refer the matter externally. 4 Appeal or follow-up Where permitted, users may request reconsideration and may need to complete corrective or verification steps. Policy Foundation 01 Purpose The goals of the Enforcement, Appeals & Account Actions Policy. + The purpose of this Policy is to: Explain the enforcement tools Helios may use to protect users and the Platform Establish how Helios may respond to policy violations, fraud risk, payment abuse, unsafe conduct, restricted activity, or other platform risk Describe temporary controls, account actions, transaction actions, and other administrative measures Explain when and how users may seek reconsideration of certain decisions Support fair, risk-based, and operationally effective trust and safety enforcement Violation examples A user asks why a listing was paused after a suspected fraud signal. This section explains that Helios may use enforcement tools to protect users while the matter is reviewed. 02 General Authority to Act When Helios may take protective or enforcement action. + Helios may take enforcement or protective action where it reasonably determines that: A user has violated the Terms or any Helios policy An account, listing, transaction, or file creates fraud, safety, legal, payment, privacy, export-control, sanctions, or reputational risk Required information is missing, inaccurate, misleading, inconsistent, or unverifiable A user is engaging in restricted, prohibited, deceptive, exploitative, or abusive conduct Payment providers, financial institutions, legal authorities, or regulators require or expect action Immediate action is reasonably necessary to prevent ongoing harm, preserve evidence, protect users, or maintain Platform integrity Helios may act with or without prior notice where permitted by law and reasonably necessary under the circumstances. Violation examples A seller uploads technical files that appear export-sensitive and refuses to provide supporting documentation. Helios may restrict access while reviewing legal and platform risk. 03 Types of Enforcement Actions The enforcement tools Helios may use depending on severity, urgency, risk type, and evidence. + Helios may take one or more of the following actions, depending on the circumstances: Issue a warning Require corrective action Remove or limit content, files, reviews, or listings Reduce listing or profile visibility Limit messaging, file-sharing, or account features Pause listings, offers, or marketplace activity Restrict category access Require identity, business, tax, or compliance verification Delay, freeze, reverse, deny, or review transactions Delay, hold, reserve, reverse, or deny payouts Suspend account access temporarily Terminate account access permanently Block future re-registration Report conduct to payment providers, financial institutions, service providers, regulators, or law enforcement where appropriate Helios may use different combinations of measures depending on severity, urgency, risk type, and available evidence. Violation examples An account that posts misleading credentials may receive a warning and be required to correct the profile; an account linked to payment fraud may face payout holds and suspension. Protective Measures & Account Actions 04 Temporary Protective Measures Short-term controls Helios may apply while risk is being reviewed or contained. + Helios may impose temporary measures while a matter is being reviewed or where risk containment is reasonably necessary. Temporary measures may include: Listing pauses Account review status Feature restrictions Messaging limitations Upload restrictions File-access restrictions Payout holds or delays Transaction freezes Reserve requirements Reduced profile or listing visibility Temporary suspension of certain or all Platform access Temporary measures do not necessarily mean Helios has reached a final conclusion, but they may remain in place until Helios determines the matter is resolved or sufficiently reviewed. Violation examples A project with disputed delivery evidence may be placed under transaction freeze while Helios reviews messages, files, and milestone records. 05 Transaction and Payment-Related Actions Payment and payout controls tied to fraud, chargebacks, compliance risk, or policy violations. + Where Helios offers payment or payout functionality, Helios may take transaction-related or payout-related enforcement action in response to fraud, payment abuse, compliance risk, safety concerns, chargebacks, restricted activity, or policy violations. Such action may include: Delaying or reviewing payouts Holding funds or imposing reserve requirements Freezing or reversing transactions where permitted by policy or law Restricting transaction functionality Requiring documentation before funds are released Denying payout access Offsetting or recovering amounts owed under applicable policies or agreements Helios may coordinate with payment processors or other providers in connection with such actions. Violation examples An expert submits inconsistent banking details and receives multiple chargeback complaints. Helios may delay payout and request documentation before release. 06 Listing, Content, and File Restrictions When Helios may remove, hide, disable, or require changes to platform content. + Helios may remove, disable, hide, restrict, or otherwise limit: Listings Profiles Reviews Public posts Comments Uploaded files CAD files Technical documents Images, videos, manuals, or other materials This may apply where Helios reasonably believes the material violates Platform rules, creates confusion, creates fraud or safety risk, involves restricted activity, misuses private information, or exposes Helios or other users to harm. Helios may also require modification or correction of content as a condition of reinstatement. Violation examples A listing claims AS9100 certification without evidence and includes copied CAD drawings. Helios may hide the listing and require correction before reinstatement. 07 Account Suspension When temporary full or partial account suspension may apply. + Helios may suspend an account temporarily where: A review is ongoing Risk appears credible and unresolved A user fails to cooperate with a legitimate review A user appears to be evading rules or controls The account presents fraud, payment, compliance, security, privacy, or safety concerns Temporary removal is reasonably necessary to prevent further harm A suspension may be full or partial and may affect all or only certain Platform features. Violation examples A user repeatedly refuses verification after credible impersonation reports. Helios may temporarily suspend messaging, listings, or account access during review. 08 Permanent Account Termination When Helios may permanently end account access and block future use. + Helios may terminate an account permanently where it reasonably determines that: A serious policy violation occurred Conduct was fraudulent, deceptive, exploitative, or unlawful A user repeatedly violated Platform rules A user poses continuing risk to users, transactions, or the Platform A user engaged in severe payment abuse, counterfeit activity, restricted activity, identity fraud, or manipulated evidence The account was used in connection with sanctions risk, export-control violations, or labor exploitation concerns Helios reasonably believes trust cannot be restored or that continued access would create unacceptable risk Permanent termination may include blocking future re-registration or restricting related accounts. Violation examples A user submits forged verification documents, manipulates delivery evidence, and continues the same conduct after warnings. Helios may permanently terminate the account. Decision Factors & Evasion 09 Factors Helios May Consider Factors used to decide the appropriate action. + When deciding what action to take, Helios may consider factors such as: The seriousness of the conduct Whether the conduct was intentional, repeated, coordinated, or deceptive The risk of harm to users or the Platform Whether payment, legal, compliance, privacy, or safety concerns are involved The credibility and quality of available evidence Account history and prior warnings or enforcement Whether the user cooperated honestly with review requests Whether the issue appears remediable Whether legal, payment-provider, or regulatory obligations influence the response Helios may weigh these factors differently depending on the nature of the case. Violation examples Two users post inaccurate listing details. One corrects the mistake immediately; the other repeats the claim and submits false evidence. Helios may treat the cases differently. 10 No Requirement to Use Progressive Discipline Why Helios may take stronger action without first issuing a warning. + Helios may choose to use escalating measures, but it is not required to provide a warning, temporary suspension, or intermediate action before taking stronger enforcement measures where circumstances justify immediate action. In serious cases, Helios may immediately remove content, freeze activity, suspend access, terminate accounts, or notify relevant third parties without first issuing a warning. Violation examples A user attempts to sell counterfeit safety-critical components. Helios may remove listings and suspend the account immediately rather than issuing a warning first. 11 Related Accounts and Evasion Rules against bypassing enforcement through related or new accounts. + Helios may consider relationships between accounts when enforcing Platform rules. Users may not evade enforcement by: Creating new accounts after suspension or termination Using affiliated or coordinated accounts to continue restricted activity Shifting activity to alternate profiles, organizations, or entities for the purpose of avoiding review or enforcement Concealing ownership or control of related accounts Helios may restrict or terminate related accounts where it reasonably believes they are used to evade enforcement or continue abusive conduct. Violation examples A suspended vendor opens a new company profile under a related entity to continue the same restricted activity. Helios may restrict the related account. 12 Recordkeeping and Internal Case Management Records Helios may retain for enforcement, fraud prevention, compliance, and appeals. + Helios may retain records relating to enforcement decisions, investigations, user communications, supporting evidence, account history, transaction history, verification materials, and other relevant information for purposes including: Trust and safety operations Fraud prevention Platform integrity Legal and compliance obligations Appeals and review Dispute handling Payment-provider requirements Prevention of repeat abuse Retention may continue after suspension or termination where reasonably necessary. Violation examples A terminated account later attempts to re-register. Prior case notes, evidence, and verification records may be used to evaluate repeat abuse. Practical guidance Case records should be retained only as reasonably necessary and handled consistently with applicable privacy and retention requirements. Appeals & Reconsideration 13 Appeals and Requests for Reconsideration What users should include when asking Helios to review certain enforcement decisions. + Where Helios permits reconsideration, a user may submit a request for review of certain enforcement actions. Helios may decline to reverse or narrow an action where payment-provider, legal, compliance, or fraud-control requirements continue to apply, even if the affected user disputes the decision. A reconsideration request should include, where applicable: The user’s account information The decision being challenged A clear explanation of why reconsideration is requested Any supporting records, clarifications, or corrective information Any remedial steps already taken Helios may set time windows, formatting requirements, or channel-specific requirements for reconsideration requests. Violation examples A user whose listing was removed submits updated certification evidence and a corrected listing description. Helios may review the new information for possible reinstatement. 14 Limits on Appeals When Helios may decline, limit, or close reconsideration requests. + Helios may decline, limit, or close reconsideration requests that are: Repetitive Abusive Clearly unsupported Bad-faith Inconsistent with prior verified evidence Lacking material new information where such information is needed Helios is not required to provide multiple rounds of review or ongoing debate regarding the same decision. Violation examples A user repeatedly submits the same appeal without new evidence and uses abusive language toward support. Helios may close the reconsideration request. 15 What Helios May Consider on Reconsideration Factors Helios may review when deciding whether to affirm, modify, narrow, or reverse a decision. + When reviewing a reconsideration request, Helios may consider: Whether new relevant information has been provided Whether prior evidence was incomplete or misunderstood Whether the user has taken meaningful corrective action Whether the risk has been reduced or resolved Whether legal, payment-provider, or compliance constraints still apply Whether reinstatement would create renewed risk to users or the Platform Helios may affirm, modify, narrow, or reverse a prior decision in its discretion. Violation examples A user provides proof that a suspicious login came from a compromised device, changes credentials, and completes verification. Helios may consider whether the risk has been reduced. 16 No Guarantee of Restoration or Reinstatement Clarifies that reconsideration does not automatically reverse enforcement or restore access. + A reconsideration request does not guarantee: Reversal of an enforcement action Restoration of a listing, file, or review Release of held funds Reinstatement of payout access Full restoration of account functionality Restoration of a permanently terminated account Helios may condition reinstatement on additional verification, documentation, corrective steps, or ongoing restrictions. Violation examples A user appeals a payout hold but provider-level fraud controls remain active. Helios may keep restrictions in place even after reviewing the appeal. After Enforcement & Cross-Policy Controls 17 Cooperation After Enforcement Steps users may need to complete after an enforcement action. + After an enforcement action, Helios may require users to: Correct inaccurate information Remove or modify problematic content Complete verification Provide documentation Adopt additional safeguards Comply with category restrictions Refrain from repeat conduct Acknowledge or accept new limitations on Platform access Failure to comply with reinstatement conditions may result in continued or escalated restrictions. Violation examples A user can regain listing access only after removing unsupported claims, completing identity verification, and accepting category restrictions. 18 Referral to Third Parties and Authorities When Helios may share relevant information with providers, regulators, authorities, or affected parties. + Where appropriate and legally justified, Helios may share relevant information with: Payment processors Financial institutions Fraud prevention providers Hosting or platform service providers Regulators Legal authorities Affected counterparties or rights holders Such referrals may occur where Helios believes they are reasonably necessary to protect users, comply with obligations, investigate wrongdoing, or respond to legal or payment-related risk. Violation examples A counterfeit listing involving payment fraud may be referred to a payment processor and affected rights holder where legally justified. 19 Cross-Policy Enforcement How one case may trigger multiple Helios policies and controls. + Conduct that results in enforcement under this Policy may also violate multiple Helios policies. Helios may enforce those policies together rather than separately. For example: Fraud may trigger payout restrictions, suspension, and anti-fraud enforcement Privacy misuse may also trigger trust and safety, confidentiality, and account restrictions Counterfeit or infringing listings may trigger removal, transaction review, and IP enforcement Restricted transactions may trigger compliance review, category bans, and payment controls Violation examples A user uploads copied CAD files and sells them through a listing. The case may involve copyright, trust and safety, payment review, and listing removal. 20 Provider Compliance Provider-driven enforcement or protective measures. + Helios may impose enforcement or protective measures where required or reasonably supported by the requirements, restrictions, review outcomes, or compliance expectations of its payment processors and financial service providers, including Stripe, Inc. and its affiliates. Violation examples A payment provider flags a transaction for prohibited activity. Helios may restrict payment features or hold payouts based on provider requirements. 21 Policy Updates How Helios may update this policy. + Helios may update this Policy from time to time to reflect changes in law, Platform features, risk patterns, operational needs, or payment and compliance requirements. When Helios updates this Policy, it will post the revised version on the Platform and update the “Last Updated” date above. Continued use of the Platform after the effective date of an updated version constitutes acceptance of the revised Policy, except where additional notice or consent is required by law. Violation examples Helios updates enforcement rules after a new fraud pattern emerges or a payment provider changes compliance requirements.

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PIPEDA Privacy Notice

Helios Help Center Privacy & Data Helios Help Center PIPEDA Privacy Notice Helios is committed to protecting personal information in accordance with applicable privacy law, including Canada’s Personal Information Protection and Electronic Documents Act, where and to the extent PIPEDA applies. This notice explains how Helios handles personal information relating to Canadian individuals and Canadian-facing commercial activity on the Helios platform, including account registration, profile creation, expert and company participation, communications, support, transactions, trust and safety reviews, and related platform operations. Jump to: Who This Notice Applies To How This Notice Relates to Other Helios Policies What PIPEDA Generally Covers Scope, Accountability & Purposes Consent, Collection, Use & Retention Quality, Security & Transparency Individual Rights, Complaints & Service Providers Incidents, Sensitive Information, Third Parties & Updates Related Privacy and Legal Policies Helios Privacy Contact 👥 Who This Notice Applies To This notice is intended for Canadian individuals and activities where PIPEDA applies to Helios’s collection, use, or disclosure of personal information in the course of commercial activity. 📚 How This Notice Relates to Other Helios Policies This notice should be read together with the Helios Privacy Policy , Terms of Service , Trust & Safety Policy , and any applicable product, payment, verification, or safety notices. ⚖️ What PIPEDA Generally Covers PIPEDA is Canada’s federal private-sector privacy law governing the collection, use, and disclosure of personal information in the course of commercial activity. It is structured around ten fair information principles. 📄 Scope, Accountability & Purposes 01 Scope and Application When the PIPEDA Privacy Notice applies and what personal information means. This notice applies to personal information collected, used, or disclosed by Helios in the course of commercial activity where PIPEDA applies. For purposes of this notice, “personal information” generally means information about an identifiable individual, subject to legal exceptions under applicable law. This notice provides a clear explanation of Helios’s privacy practices under PIPEDA and does not limit any additional protections Helios may provide under other privacy laws, contractual commitments, or internal policies. Examples A Canadian expert creates a Helios profile and provides contact details, credentials, and service descriptions. A Canadian-facing company submits a support request containing contact information and transaction context. A user participates in verification, trust and safety, or payment workflows that require personal or business-related information. Practical guidance Only provide information you are authorized to share, and avoid submitting unnecessary personal or sensitive information unless Helios specifically requests it for a legitimate platform process. 02 Accountability Helios’s responsibility for personal information under its control. Helios is responsible for personal information under its control and maintains internal measures designed to support privacy compliance. Helios may designate a privacy lead, privacy contact, or other responsible personnel to oversee privacy governance, respond to privacy inquiries, coordinate incident handling, support access and correction workflows, and monitor compliance. Helios may use third-party service providers for hosting, analytics, support, verification, payments, security, communications, and other operational functions. Where personal information is transferred to service providers for processing, Helios remains responsible for that information under PIPEDA’s accountability principle and may use contractual, technical, and organizational safeguards. Examples Helios uses a payment provider to process transaction-related data while maintaining responsibility for information under Helios’s control. Helios uses support or infrastructure vendors subject to appropriate contractual and operational safeguards. Practical guidance Users should direct privacy inquiries through the designated Helios privacy contact or support route so the request can be reviewed consistently. 03 Identifying Purposes Why Helios may collect, use, or disclose personal information. Helios identifies the purposes for which personal information is collected before or at the time of collection, except where otherwise permitted or required by law. Helios may collect, use, or disclose personal information for purposes including: Creating, administering, and securing Helios accounts Building and displaying user, expert, company, vendor, association, student, or partner profiles Enabling marketplace participation, including gigs, quick tasks, service requests, consultations, communications, and transactions Verifying identity, authority, eligibility, business affiliation, credentials, or profile legitimacy Processing payments, payouts, billing events, refunds, tax-related workflows, and transaction support Responding to support requests, platform inquiries, and operational communications Maintaining platform integrity, investigating misconduct, preventing fraud, enforcing policies, and protecting users, Helios, and third parties Improving platform features, matching systems, search, discoverability, and operational performance Complying with legal, regulatory, tax, audit, dispute-resolution, recordkeeping, and law-enforcement response obligations Establishing, exercising, or defending legal claims or rights Where Helios requests information for a specific use case, Helios may provide additional just-in-time notice, in-product disclosure, onboarding explanation, or contextual language. Examples Helios requests identity or business information to verify eligibility for expert, seller, or vendor features. Helios reviews message, account, listing, and transaction context to investigate fraud or safety concerns. Helios uses platform activity data to improve search, matching, and operational performance. Practical guidance When a feature requests information, review the surrounding notice or form language to understand the purpose of collection. 📄 Consent, Collection, Use & Retention 04 Consent How Helios seeks consent where required by applicable law. Helios seeks consent for the collection, use, and disclosure of personal information where required by applicable law. Depending on the context, Helios may rely on express consent, implied consent, or another lawful basis recognized under applicable law. Consent may be sought through account registration flows, privacy notices, service request forms, application or verification submissions, in-product actions, communications with Helios, acceptance of platform terms, or other clear user actions. Where information is more sensitive, or where the context warrants heightened clarity, Helios may request more explicit forms of agreement or confirmation. Helios may collect, use, or disclose personal information without consent where permitted or required by applicable law, including in certain legal, security, investigative, fraud-prevention, emergency, or compliance circumstances. Examples A user submits a verification form and confirms that the information may be used for eligibility review. A user contacts support and provides information necessary to resolve an account issue. Helios processes information without consent when legally permitted for fraud prevention, security response, or compliance review. Practical guidance Read the notice attached to account, profile, transaction, verification, or support workflows before submitting information. 05 Limiting Collection Categories of personal information Helios may collect when reasonably necessary. Helios limits its collection of personal information to what is reasonably necessary for the purposes identified by Helios and collects such information by fair and lawful means. Depending on how an individual uses the platform, Helios may collect categories of information such as: Name, email address, telephone number, username, job title, and company affiliation Profile content, expertise, certifications, service descriptions, portfolio materials, project examples, business information, and related marketplace details Communications submitted through forms, messaging tools, support channels, verification processes, reports, or safety workflows Payment-related, payout-related, billing-related, and transaction-related information processed directly or through service providers Identity or business verification information where needed for safety, fraud prevention, marketplace integrity, or policy enforcement Technical, device, log, and usage information Content, files, attachments, technical data, manuals, CAD-related materials, and other information voluntarily uploaded or submitted through platform features Any other information the individual chooses to provide in connection with use of Helios Helios does not intend to collect personal information beyond what is reasonably necessary for legitimate platform, legal, safety, and operational purposes. Examples An expert profile may include work history, certifications, service descriptions, and portfolio materials. A support ticket may include messages, screenshots, account identifiers, or relevant transaction details. Verification may require documentation depending on the level of access, payout, or marketplace activity requested. Practical guidance Before uploading files or profile content, remove personal data that is not needed for the specific platform purpose. 06 Limiting Use, Disclosure, and Retention How Helios limits use, disclosure, and retention of personal information. Helios uses and discloses personal information only for the purposes for which it was collected, for uses reasonably related to those purposes, or as otherwise permitted or required by law. Helios may disclose personal information to service providers, payment and payout providers, verification vendors, hosting and infrastructure providers, analytics vendors, communications vendors, security providers, professional advisers, insurers, auditors, counterparties involved in requested transactions or engagements, and authorities or third parties where disclosure is required or permitted by law. Helios may also disclose information in connection with legal claims, investigations, fraud prevention, protection of rights and safety, business transfers, financing, merger, acquisition, reorganization, insolvency proceedings, or sale of some or all assets, subject to applicable legal requirements. Helios retains personal information only for as long as reasonably necessary for identified purposes, legal or regulatory obligations, disputes, records, enforcement, platform integrity, legitimate business needs, or security needs. Helios may then delete, anonymize, de-identify, aggregate, or securely dispose of information in accordance with applicable retention practices and technical limitations. Examples Payment-related data may be shared with payment processors to complete billing, payout, refund, tax, or dispute workflows. Account information may be retained while a dispute, fraud review, legal claim, or compliance obligation remains active. Information may be de-identified or aggregated for reporting, analytics, or service improvement. Practical guidance Do not assume deleting visible profile content immediately removes all related records; some data may remain temporarily or longer where legally or operationally required. 📄 Quality, Security & Transparency 07 Accuracy Keeping information accurate, complete, and up to date where necessary. Helios takes reasonable steps to ensure that personal information is as accurate, complete, and up to date as necessary for the purposes for which it is to be used. Individuals are responsible for ensuring information submitted to Helios is truthful, current, and complete, and for updating account or profile information where appropriate. Helios may request updated documentation or clarification where accuracy is important for verification, safety, transaction integrity, or compliance. Examples A vendor updates its business contact information after a change in authorized representative. An expert updates certifications, portfolio materials, or service descriptions so profile claims remain current. Helios requests clarification when verification records appear inconsistent or outdated. Practical guidance Keep your account, profile, business, payment, and verification information current to avoid account limits, delays, or inaccurate marketplace signals. 08 Safeguards Security measures used to protect personal information. Helios protects personal information using safeguards appropriate to the sensitivity of the information. Helios may use administrative, technical, contractual, and physical safeguards such as access controls, least-privilege permissions, authentication measures, encryption in transit and where appropriate at rest, environment segregation, secure development and operational practices, vendor controls, logging, monitoring, confidentiality obligations, workforce training, incident response procedures, and secure retention or disposal measures. No internet transmission, electronic storage method, or security control is completely secure. While Helios works to protect personal information using appropriate measures, Helios cannot guarantee absolute security. Examples Access controls restrict internal access to personal information based on role and business need. Vendor controls and confidentiality obligations support secure handling of data by service providers. Logging and monitoring may help identify account compromise or suspicious access patterns. Practical guidance Use strong credentials, secure your devices, avoid sharing passwords, and report suspected unauthorized access promptly. 09 Openness and Transparency How Helios makes privacy practices available and understandable. Helios makes information available about its privacy practices through this notice, the Helios Privacy Policy, contextual notices, trust and safety materials, help content, and direct communications where appropriate. Helios may provide additional explanations concerning particular features, categories of processing, or specific transactions where doing so would improve clarity, consent quality, or user understanding. Examples A profile creation flow may explain how profile information will be displayed or used. A verification flow may provide additional context about why documents or business records are requested. A support or safety workflow may explain how submitted information may be reviewed. Practical guidance Review contextual notices and help-center materials before using new features or submitting sensitive information. 📄 Individual Rights, Complaints & Service Providers 10 Access and Correction Rights How individuals may request access to or correction of personal information. Subject to identity verification, legal limitations, and applicable exceptions, individuals may request access to personal information Helios holds about them and may request correction of inaccurate or incomplete personal information. When responding to an access or correction request, Helios may verify identity and authority, clarify the request scope, protect privacy and rights of others, and comply with applicable legal obligations. Where Helios cannot provide access in full, Helios may explain the basis for any limitation or refusal as permitted or required by law. Examples A user asks Helios for access to personal information associated with their account. A user requests correction of an outdated email address, job title, company affiliation, or profile detail. Helios limits access to information that would reveal another user’s private information or is subject to legal restrictions. Practical guidance Make requests specific when possible, and be prepared to verify identity before Helios can disclose or correct personal information. 11 Challenging Compliance and Complaints How individuals can raise privacy questions, concerns, or complaints. Individuals may contact Helios with questions, concerns, or complaints about Helios’s handling of personal information or compliance with this notice. Helios may request additional information reasonably necessary to understand, verify, investigate, and resolve a complaint. Helios may also maintain internal complaint-handling and escalation procedures designed to support fair and consistent review. Examples A user asks why specific verification information was requested. A user reports that their private information appears in a public-facing area. A user asks Helios to review whether information was handled consistently with the PIPEDA Privacy Notice. Practical guidance Include enough context for Helios to investigate, such as account information, links, dates, screenshots, affected records, and the specific concern. 12 Cross-Border Processing and Service Providers Processing outside a user’s home jurisdiction and third-party provider safeguards. Helios may store or process personal information in jurisdictions outside an individual’s home province, territory, or country, including through cloud services, support operations, infrastructure providers, or other service providers. Where Helios uses third-party processors, Helios remains accountable for personal information under its control and may implement contractual and operational safeguards appropriate to the circumstances. Personal information may be subject to the laws of the jurisdiction in which it is processed or stored, including lawful access requirements applicable in that jurisdiction. Examples Cloud infrastructure or support tools may process information outside Canada. Payment, verification, or communications vendors may handle information under their own operational environments and legal obligations. Helios may use contractual safeguards with providers that process personal information on its behalf. Practical guidance Do not upload information unless it is needed for the relevant platform feature, transaction, support request, or verification workflow. 📄 Incidents, Sensitive Information, Third Parties & Updates 13 Breach Response and Notification How Helios may respond to breaches of security safeguards. If Helios becomes aware of a breach of security safeguards involving personal information under its control, Helios may investigate, contain, document, and remediate the incident. Under PIPEDA’s breach regime, organizations must report certain breaches of security safeguards to the Office of the Privacy Commissioner of Canada, notify affected individuals where the breach creates a real risk of significant harm, and keep records of all breaches of security safeguards. Where applicable, Helios may assess sensitivity, probability of misuse, scope of exposure, and likelihood of significant harm in determining whether notification or reporting obligations are triggered. Helios may also notify other organizations, institutions, insurers, vendors, or authorities where appropriate and permitted by law. Examples Helios investigates whether an unauthorized access event affected personal information. Helios evaluates whether exposed information is sensitive and whether misuse is probable. Helios notifies appropriate parties where legal requirements or risk-reduction measures call for notification. Practical guidance Report suspected account compromise quickly and preserve relevant evidence such as unusual login notices, suspicious messages, or unauthorized account changes. 14 Children, Minors, and Sensitive Information Expectations for avoiding unnecessary sensitive information. Helios expects users to provide only information they are authorized to provide and to avoid submitting unnecessary sensitive personal information unless specifically required for a legitimate platform process. Where a feature, transaction, or safety process may require more sensitive information, Helios may apply additional handling, restriction, or review measures appropriate to the circumstances. If Helios learns that personal information has been provided in a manner inconsistent with applicable law, platform rules, or authorization requirements, Helios may restrict access, remove content, request clarification, or take other appropriate operational or safety action. Examples A user removes unnecessary personal identifiers from an uploaded technical file before sharing it. Helios requests clarification when a profile, file, or support submission appears to include unnecessary sensitive information. Helios restricts or removes content that contains private information submitted without proper authorization. Practical guidance Before uploading content, check whether it contains minors’ information, health details, government identifiers, private contact details, or other sensitive data that is not needed. 15 Third-Party Services and Platform Counterparties How third-party terms and counterparties may apply to user interactions. Helios may integrate with, rely on, or direct users to third-party services for payments, payouts, communications, infrastructure, identity verification, analytics, or other functions. Those third parties may operate under their own privacy terms and legal obligations. Where Helios acts as the platform intermediary rather than the independent controller for a third party’s practices, the third party’s own policies may also apply. Where users voluntarily interact with other users, clients, experts, vendors, associations, or partners through Helios, personal information shared in connection with those interactions may be processed by the receiving party according to its own legal obligations and policies, subject to Helios’s platform rules and applicable agreements. Examples A payment provider processes billing or payout details under its own privacy and service terms. A vendor receives user information needed to complete a requested marketplace engagement. A third-party verification provider may process identity or business records under applicable provider terms. Practical guidance Review third-party privacy terms when using services connected to payments, verification, communications, or external tools. 16 Updates to This Policy How Helios may update this PIPEDA Privacy Notice. Helios may update this PIPEDA Privacy Notice from time to time to reflect changes in legal requirements, platform functionality, operational practices, service-provider relationships, or risk-management measures. When Helios makes material changes, Helios may update the effective date or last-updated date and may provide additional notice where appropriate. Practical guidance Review updated versions of this notice periodically, especially when new Helios features, transaction workflows, or privacy-related notices are introduced. 17 Contact Helios Where users may send privacy questions, requests, or complaints. If you have questions, requests, or complaints relating to this PIPEDA Privacy Notice or Helios’s handling of personal information, you may contact Helios. Helios Privacy Contact: Privacy@helios.supplies If applicable law gives you the right to escalate concerns to a privacy regulator, you may also have the right to contact the Office of the Privacy Commissioner of Canada. Practical guidance For faster review, include the type of request, the account or email involved, relevant dates, and whether you are requesting access, correction, complaint review, or another privacy action. Related Helios Policies Use these related Helios pages for additional privacy, legal, safety, and platform-governance context. Privacy Policy Terms of Service Trust & Safety Policy GDPR Privacy Notice California Privacy Notice Enforcement & Appeals Helios Privacy Contact Privacy@helios.supplies

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Trust and Safety

(last updated: 4/17/2026)Helios Trust & Safety Policy Helios Policy Center Trust & Safety Policy Helios is committed to maintaining a trusted, lawful, secure, and professional environment for all users. Because Helios connects people, knowledge, and capabilities across end-to-end manufacturing, trust and safety are central to how the Platform operates. This Trust & Safety Policy explains the standards, protections, reporting mechanisms, review processes, and enforcement actions Helios may use to protect users, preserve marketplace integrity, reduce fraud and abuse, and support legal and responsible activity on the Platform. Who this policy applies to This Policy applies to all users of Helios, including experts, companies, students, vendors, suppliers, associations, partners, customers, service providers, guests, and any other person or entity who accesses or uses the Platform. Related Helios policies This Policy should be read together with the Helios Terms of Service, Privacy Policy, Code of Conduct, Payments, Payouts, Refunds, and Transactions Policy, Seller, Expert, and Vendor Payout Terms, Refund and Cancellation Policy, Copyright and Infringement Policy, and any other rules or standards published by Helios. How to use this page Use the category cards and expandable sections to find topics such as fraud, payment, CAD, privacy, reviews, account security, investigation, appeal, or payout. Expand any section to view the complete policy language and fictional examples that help users understand what a violation may look like. Overview Policy Overview Helios uses this policy to protect users, preserve marketplace integrity, reduce fraud and abuse, and support legal and responsible activity across the Platform. Protect users Address fraud, harassment, threats, privacy violations, unlawful activity, and unsafe conduct. Preserve integrity Keep profiles, listings, transactions, reviews, credentials, and trust signals authentic. Support responsible manufacturing Apply special care to CAD files, technical drawings, restricted technical data, certifications, and regulated work. Enable review and enforcement Explain reporting, investigations, temporary controls, enforcement actions, and reconsideration requests. Policy Foundations 3 policy topics Account, Conduct & Marketplace Integrity 3 policy topics Payments, Risk & Manufacturing Standards 3 policy topics Information, Privacy & Security 3 policy topics Reputation & Off-Platform Risk 2 policy topics Reporting, Review & Enforcement 9 policy topics Policy Foundations Policy Foundations 3 topics 01 Purpose What this policy is designed to protect. + The purpose of this Policy is to: Promote a safe, respectful, and professional environment Protect users from fraud, abuse, deception, harassment, and unlawful conduct Maintain the integrity of profiles, listings, transactions, content, and community interactions Support lawful marketplace activity across manufacturing and related sectors Reduce legal, operational, financial, and reputational risk to users and the Platform Establish standards for reporting, review, investigations, and enforcement Clarify how Helios may respond to unsafe, fraudulent, illegal, exploitative, or policy-violating conduct violation examples this policy is designed to address + These fictional examples show why the policy exists: A user creates a professional profile to solicit manufacturing work, then uses false credentials to collect payment for services they cannot perform. A company posts a listing that pressures experts to share confidential customer drawings without authorization. A user repeatedly harasses another member after a dispute over a completed quick task. Back to top 02 Core Trust & Safety Principles The principles behind Helios trust decisions. + Helios operates according to the following core principles: Safety: Users should be able to participate without harassment, intimidation, exploitation, fraud, or exposure to unsafe or unlawful conduct. Integrity: Profiles, credentials, listings, communications, reviews, transactions, and marketplace activity must be authentic, truthful, and not misleading. Accountability: Users are responsible for their conduct, content, listings, transactions, representations, and compliance obligations. Lawfulness: All use of Helios must comply with applicable law, including laws relating to payments, sanctions, export controls, labor standards, privacy, product safety, and intellectual property. Fairness: Helios seeks to apply platform rules consistently and proportionately while protecting users, preserving evidence, and responding appropriately to risk. Security: Helios uses operational, administrative, and technical safeguards to protect the Platform, user data, and payment-related activity, while expecting users to act responsibly and securely. principle-based violation examples + These fictional examples show how Helios may apply its core principles: Safety: A user threatens another user after receiving honest feedback. Integrity: A vendor claims ISO certification on a profile without having that certification. Lawfulness: A user requests work involving restricted technical data without confirming legal authorization. Back to top 03 Scope of This Policy Where this policy applies across the Platform. + This Policy applies to activity involving: Account creation and profile setup Listings, offerings, gigs, quick tasks, projects, services, and subscriptions User communications and messaging Reviews, endorsements, comments, and public interactions Uploaded files, designs, manuals, CAD files, drawings, media, and documentation Event, webinar, mentorship, and training activity Transactions, refunds, payouts, chargebacks, and related financial activity Onboarding, verification, and account review processes Off-platform conduct that is closely connected to Helios use and creates risk to users, transactions, or the Platform examples of covered activity + These fictional examples show where the policy may apply: A misleading gig description posted by an expert. A private message asking a user to bypass Helios payment safeguards. An uploaded CAD file that appears copied from another company’s confidential design. Back to top Account, Conduct & Marketplace Integrity Account, Conduct & Marketplace Integrity 3 topics 04 User Identity, Authenticity, and Accurate Representation Truthful identities, credentials, and company claims. + Trust on Helios depends on accurate information. Users must provide truthful, current, and non-misleading information when creating accounts, profiles, listings, applications, credentials, or payout accounts. You may not: Impersonate another person, company, organization, or brand Use false names or misleading aliases to conceal identity in a deceptive or harmful way Create fake accounts, duplicate accounts for abuse, or coordinated sock-puppet accounts Falsify qualifications, certifications, training, work history, licenses, manufacturing experience, or business capabilities Forge or alter documents submitted for identity, tax, payout, or verification purposes Misrepresent ownership, origin, compliance status, or performance history of goods, services, files, or designs Create fake inquiries, fake demand, fake reviews, fake testimonials, or fake transaction history Conceal material information that would make a listing, profile, or offer misleading Helios may require identity, business, tax, banking, or beneficial ownership verification and may delay, restrict, or deny access to certain features until verification is complete. violation examples + Identity, authenticity, and accurate representation violations may look like: An expert lists a professional engineering license or CNC certification they do not actually hold. A user creates a second account after their first account was restricted for fraud. A company profile claims ownership of a facility, brand, or manufacturing capability that belongs to another business. Back to top 05 Respectful Conduct and Community Safety Professional conduct and community safety expectations. + Helios is a professional platform. Users are expected to interact respectfully and constructively. You may not: Harass, threaten, intimidate, bully, or stalk others Engage in hate speech, discriminatory conduct, or abusive language Retaliate against users who report misconduct, safety concerns, or fraud Exploit unequal power dynamics in a coercive or predatory way Encourage violence, self-harm, criminal activity, or unsafe acts Dox, expose, or misuse another person’s personal or confidential information Use community or professional settings to shame, degrade, or pressure users Helios may take action where user behavior creates safety or trust concerns, even where the conduct occurs partly outside the Platform if it is sufficiently connected to Helios activity. violation examples + Respectful conduct and community safety violations may look like: A user sends repeated threatening messages after a project disagreement. A reviewer uses abusive or discriminatory language in a public comment. A buyer retaliates against an expert for reporting a suspected scam. Back to top 06 Fraud, Deception, and Marketplace Abuse Fraud, scams, fake activity, and marketplace manipulation. + Helios prohibits fraud and deceptive practices in any form. Prohibited conduct includes, without limitation: Identity fraud Credential fraud Invoice fraud Forged purchase orders or proof-of-delivery records Account takeover attempts Phishing and Impersonation scams Document falsification Altered tax, bank, payout, or verification information Fake listings, fake reviews, fake references, or fake buyer demand Coordinated reputation manipulation False urgency or fabricated compliance claims to induce payment Misleading claims about production capability, certifications, delivery times, sourcing, or regulatory status Bait-and-switch offers Fraudulent milestone claims or delivery confirmations False claims submitted in support channels, disputes, or enforcement appeals Users must not exploit Helios systems, incentives, trust signals, search visibility, or dispute processes in a deceptive or manipulative manner. violation examples + Fraud, deception, and marketplace abuse violations may look like: A user uploads a forged purchase order to convince a vendor to release goods. An account creates fake buyer demand to inflate a service provider’s reputation. A seller marks a milestone as complete even though no agreed work was delivered. Back to top Payments, Risk & Manufacturing Standards Payments, Risk & Manufacturing Standards 3 topics 07 Payment Integrity and Financial Safety Payments, payouts, refunds, disputes, and financial controls. + Helios may support payments, payouts, billing, refunds, and related transaction services through third-party payment providers. Where Helios offers transaction functionality, users must act honestly and in good faith. You may not: Use stolen payment methods or unauthorized financial accounts Submit false payout, banking, tax, or beneficial ownership information Engage in chargeback abuse or bad-faith refund demands Create sham transactions or artificial transaction volume Engage in circular payments, payment laundering, or non-genuine transactions Pressure users to move required transactions off-platform to avoid fees, review, taxes, dispute controls, or recordkeeping Falsify proof of work, milestone status, delivery evidence, attendance, or acceptance to obtain payment or avoid responsibility Misuse refunds, reversals, or disputes after receiving the agreed value Attempt to bypass holds, reserves, transaction reviews, payout delays, or fraud controls Helios may review and restrict financial activity where needed to protect users, maintain payment integrity, respond to fraud, or comply with legal and payment-provider obligations. Helios may also take trust and safety action where necessary to comply with the requirements of its payment processors and financial service providers, including Stripe, Inc. and its affiliates, particularly in cases involving fraud, prohibited transactions, verification failures, dispute abuse, or compliance-sensitive activity. violation examples + Payment integrity and financial safety violations may look like: A user pays with a stolen card or unauthorized financial account. A seller asks a buyer to move a required Helios transaction off-platform to avoid dispute controls. A buyer receives the agreed deliverable, then files a bad-faith chargeback or refund demand. Back to top 08 Restricted, Illegal, and High-Risk Activity Illegal, restricted, unsafe, sanctioned, or high-risk activity. + Users may not use Helios for illegal, deceptive, unsafe, or prohibited activity. This includes, without limitation: Unlawful products or services Counterfeit, pirated, or infringing goods, files, or content Prohibited weapons-related, military, defense, surveillance, or similarly restricted categories Sanctioned or embargoed dealings Transactions designed to evade sanctions laws, export controls, import controls, customs rules, or anti-money laundering requirements Unlawful regulated industrial goods, parts, or services Activity involving child labor, forced labor, trafficking, or modern slavery Malicious software, credential theft tools, or harmful code Unsafe or unlicensed activity in sectors where approvals, certifications, or permits are required Helios may restrict, prohibit, or subject certain categories to enhanced review where they create elevated legal, safety, compliance, or financial risk. violation examples + Restricted, illegal, and high-risk activity violations may look like: A listing offers counterfeit industrial parts or pirated technical manuals. A user attempts to arrange a transaction with a sanctioned or blocked party. A project request involves unlawful regulated goods or unsafe work requiring permits the provider does not have. Back to top 09 Manufacturing-Specific Trust & Safety Standards Manufacturing-specific rules for CAD, technical data, certifications, and regulated work. + Because Helios operates across end-to-end manufacturing, users must take special care with regulated, safety-sensitive, and technically sensitive activity. Users may not use Helios to: Distribute or monetize unauthorized CAD files, copied technical drawings, cloned product files, or restricted technical data Facilitate work that would violate export-control laws or technology transfer restrictions Misrepresent traceability, material composition, sourcing, certifications, inspection status, or quality standards Request or provide work involving prohibited end uses, blocked parties, or unlawful jurisdictions Offer safety-critical components or regulated industrial services without the qualifications, approvals, or compliance controls required by law or industry practice Helios may require documentation, certification evidence, category review, or manual approval before allowing certain manufacturing-related offerings or transactions. violation examples + Manufacturing-specific trust and safety violations may look like: A user sells cloned CAD files for a competitor’s product without authorization. A buyer requests machining work for a safety-critical component while asking the provider to ignore certification or traceability requirements. A listing misrepresents material composition, inspection status, or aerospace compliance documentation. Back to top Information, Privacy & Security Information, Privacy & Security 3 topics 10 Intellectual Property, Confidentiality, and Sensitive Information Intellectual property, trade secrets, confidential files, and sensitive information. + Users must respect intellectual property rights, confidential information, and restricted technical information. You may not: Upload or distribute infringing, pirated, or unauthorized content Sell or request copied CAD files, cloned drawings, pirated manuals, or unauthorized training materials Misuse trade secrets, confidential technical information, customer lists, or private business data Disclose private financial, tax, verification, or payout information without authorization Scrape, export, or repurpose personal data or confidential materials from the Platform except as authorized. If you receive sensitive information through Helios, you may use it only for the legitimate and authorized purpose for which it was shared. violation examples + IP, confidentiality, and sensitive information violations may look like: A user uploads a customer’s confidential drawing to a public listing without permission. An expert sells copied CAD models, pirated manuals, or unauthorized training files. A vendor uses trade secret information received through Helios for an unrelated purpose. Back to top 11 Privacy and Data Protection Expectations Privacy expectations for personal, contact, transaction, and business data. + Users are expected to respect privacy and data protection obligations. You may not: Collect more personal information than reasonably necessary Misuse user contact data, transaction data, or business data Export, sell, or repurpose personal information obtained through Helios without authorization Publish confidential or private information in public-facing areas Use Helios data in a way that violates privacy law, contractual restrictions, or platform rules Where applicable, users are responsible for complying with privacy and data protection laws in connection with their own activities on the Platform. violation examples + Privacy and data protection violations may look like: A user exports contact information from Helios and adds users to an external marketing list without authorization. A company posts another user’s private tax, payout, or verification information in a public comment. An expert collects personal information beyond what is reasonably needed for the engagement. Back to top 12 Platform Security and Technical Abuse Account security, platform abuse, APIs, malware, and unauthorized access. + Helios takes security seriously. Users must not interfere with the Platform’s security, integrity, or availability. You may not: Bypass access controls, authentication requirements, verification systems, or technical restrictions Probe, scan, reverse engineer, or exploit vulnerabilities without authorization Introduce malware, malicious scripts, ransomware, spyware, or destructive code Attempt to gain unauthorized access to accounts, data, systems, APIs, or infrastructure Interfere with the normal functioning, uptime, or performance of the Platform Automate activity in a way that is abusive, deceptive, or unauthorized. Users are responsible for safeguarding their own credentials and promptly reporting suspected unauthorized access or account compromise. violation examples + Platform security and technical abuse violations may look like: A user attempts to access another account, API, or private file without authorization. A developer runs automated scraping or abusive scripts against Helios pages. A user sends a malicious file disguised as a technical document or manual. Back to top Reputation & Off-Platform Risk Reputation & Off-Platform Risk 2 topics 13 Reviews, Ratings, and Reputation Systems Authentic reviews, ratings, testimonials, and reputation signals. + Trust signals must be genuine. Users may not: Post fake reviews or testimonials Pay for or trade reviews in a deceptive way Pressure users for dishonest ratings Retaliate against users for leaving honest feedback Coordinate manipulative review activity Create fake transactions to generate artificial reputation Helios may remove reviews or ratings that appear fraudulent, irrelevant, abusive, extortionate, retaliatory, or otherwise inconsistent with platform integrity. violation examples + Review, rating, and reputation violations may look like: A vendor offers a discount in exchange for a five-star review. A company creates fake transactions to manufacture positive ratings. A user posts a retaliatory review after being reported for policy violations. Back to top 14 Off-Platform Conduct That Affects Helios Safety Off-platform activity that may affect Helios safety or marketplace trust. + Helios may consider off-platform conduct where it has a sufficient connection to the Platform and creates material risk to users, transactions, or platform trust. Examples may include: Fraud carried out through contact initiated on Helios Harassment or threats connected to a Helios interaction Off-platform payment coercion tied to a Helios listing or engagement Misuse of confidential files or data obtained through Helios Identity or credential deception affecting Helios users Helios is not required to ignore off-platform misconduct merely because part of it occurred outside the Platform. violation examples + Off-platform conduct violations may look like: A user starts contact on Helios, then moves the conversation outside the platform to pressure payment without safeguards. A user harasses another user through email or social media because of a Helios dispute. A party misuses files obtained through a Helios engagement after moving communication off-platform. Back to top Reporting, Review & Enforcement Reporting, Review & Enforcement 9 topics 15 Reporting Concerns What users should report and what details help Helios review faster. + Users are encouraged to report: Fraud or payment abuse Harassment or threats Suspicious accounts or fake profiles Illegal or restricted listings Intellectual property violations Unsafe manufacturing or technical activity Privacy violations or misuse of confidential information Account compromise or suspicious login activity Any conduct that appears to create material risk to users or the Platform Reports should include as much relevant information as possible, such as account details, listing links, screenshots, communications, dates, and transaction context. report examples + Reports users may submit include: A suspicious expert profile using stolen business photos and copied credentials. A listing that appears to sell unauthorized CAD files or counterfeit products. A message thread where a user pressures payment off-platform or threatens retaliation. Back to top 16 Investigations and Review Process How Helios reviews reports, suspicious activity, and elevated risk. + Helios may investigate reports, suspicious activity, or other signals suggesting policy violations or elevated risk. As part of a review, Helios may: Request explanations, supporting records, or documents Review listings, files, messages, account history, and transaction activity Request identity, business, or compliance information Temporarily restrict features while a review is pending Coordinate with payment providers, service providers, or legal authorities where appropriate Users are expected to cooperate honestly and promptly in trust and safety reviews. Failure to cooperate, or submitting false information during a review, may itself be treated as a policy violation. review examples + Investigation and review may be triggered by: Multiple users report the same account for fake credentials and non-delivery. A payout pattern appears inconsistent with genuine marketplace activity. A listing includes regulated manufacturing claims that require documentation or certification evidence. Back to top 17 Temporary Risk Controls Temporary controls that may apply during review. + To protect users and preserve evidence while a matter is under review, Helios may impose temporary controls such as: Listing pauses Messaging restrictions Upload restrictions Transaction freezes Payout holds or delays Reserve requirements Account limitations Visibility reductions for suspicious content or profiles Temporary controls do not necessarily mean Helios has reached a final conclusion, but they may remain in place until risk is resolved to Helios’s satisfaction. temporary control examples + Temporary controls may be used when: Helios pauses a listing while reviewing whether uploaded CAD files are authorized. Helios delays a payout while reviewing a suspected forged delivery confirmation. Helios restricts messaging after credible harassment reports while evidence is reviewed. Back to top 18 Enforcement Actions Possible enforcement actions after violations or unacceptable risk. + If Helios reasonably determines that a user, listing, transaction, or account violates this Policy or creates unacceptable risk, Helios may take one or more of the following actions: Issue a warning Require corrective action Remove or limit content, listings, or reviews Restrict visibility or access to certain features Cancel or limit marketplace activity Delay, freeze, reverse, or deny transactions or payouts Require additional verification or documentation Suspend an account temporarily Terminate an account permanently Block future re-registration Report conduct to payment providers, financial institutions, regulators, or law enforcement where appropriate Helios may act with or without prior notice where permitted by law and reasonably necessary to protect users, preserve the Platform, or comply with legal obligations. enforcement examples + Enforcement actions may be applied in situations such as: A warning is issued after a first-time minor profile misrepresentation. A listing is removed after Helios determines the seller posted unauthorized technical files. An account is suspended or terminated after confirmed fraud, threats, or repeat policy violations. Back to top 19 Repeat and Severe Violations How repeated, severe, coordinated, or high-impact violations are handled. + Helios may apply heightened enforcement where: A user repeatedly violates platform rules Conduct appears deliberate, coordinated, or fraudulent User safety is at risk The conduct exposes Helios or other users to significant legal, financial, or reputational harm A payment provider or regulator requires stronger controls The conduct involves child labor, forced labor, trafficking, sanctions risk, export-control violations, or serious deception. Severe or repeated violations may result in permanent removal from the Platform repeat or severe violation examples + Heightened enforcement may apply when: A user repeatedly opens new accounts after prior restrictions. A group of accounts coordinates fake reviews and fake transactions. A listing involves serious sanctions, export-control, forced labor, or trafficking risk. Back to top 20 Cross-Policy Enforcement How one issue may trigger multiple policy controls. + Violations of this Trust & Safety Policy may also violate other Helios policies. Helios may enforce those policies together rather than separately. For example: Fraud may trigger payment restrictions, payout holds, and account suspension Infringing listings may trigger content removal and transaction review Privacy violations may trigger access restrictions and legal review Unsafe labor-related or exploitative conduct may trigger removal, investigation, and termination cross-policy examples + One incident may trigger multiple policy areas, such as: A fake CAD listing may involve intellectual property, fraud, payment review, and account enforcement. A privacy leak may trigger content removal, access restrictions, and legal review. A counterfeit goods listing may trigger restricted activity controls, transaction cancellation, and account suspension. Back to top 21 Appeals and Requests for Reconsideration When and how users may request reconsideration. + Where appropriate, Helios may allow a user to request reconsideration of certain enforcement decisions. Helios may decline reconsideration requests that are abusive, repetitive, unsupported, or clearly bad-faith. A request for reconsideration does not guarantee reversal, restoration, or immediate reinstatement. Helios may require additional information, assurances, or verification before reconsidering a restriction. appeal examples + Appeals or reconsideration requests may involve: A user provides valid certification documents after a listing was restricted for missing credentials. A company supplies ownership evidence after a profile claim dispute. A user appeals a content removal but does not provide evidence; Helios may decline unsupported requests. Back to top 22 User Cooperation and Duty to Mitigate Harm How users should reduce harm during safety or fraud concerns. + Users must take reasonable steps to reduce harm when safety, fraud, or account compromise concerns arise. This may include: Stopping suspicious interactions Preserving relevant communications and records Reporting incidents promptly Updating credentials Refraining from further transactions while a matter is under review Cooperating with Helios requests related to safety, compliance, or payment integrity mitigation examples + Users may need to reduce harm by: Stopping communication with a suspicious account and preserving screenshots. Updating credentials after suspected unauthorized login activity. Pausing further transactions while Helios reviews a fraud or payment dispute. Back to top 23 Policy Updates How Helios may update this policy over time. + Helios may update this Policy from time to time to reflect changes in law, platform features, payment systems, fraud patterns, operational needs, and industry risks. When we update this Policy, we will post the updated version on the Platform and revise the “Last Updated” date above. Continued use of the Platform after the effective date of an updated version constitutes acceptance of the revised Policy, except where additional notice or consent is required by law. policy update examples + Policy updates may be needed when: Helios launches a new payment or payout feature that requires additional safety rules. New fraud patterns require clearer restrictions or verification steps. Law, platform features, or manufacturing compliance risks change and require updated guidance. Back to top

Help

Terms Of Service

last update (4/17/2026)Helios Help Center Platform Rules & Policies Helios Help Center Terms of Service Welcome to Helios. These Terms of Service govern access to and use of the Helios website, applications, software, interfaces, directories, marketplaces, tools, content systems, payment flows, and related services. By accessing or using the Platform, creating an account, posting content, purchasing or offering services, activating payouts, or otherwise using any part of Helios, you agree to be bound by these Terms and related policies incorporated by reference. Who these Terms apply to These Terms apply to the person or entity accessing or using Helios. If you use Helios on behalf of a company, organization, association, school, or other entity, you represent that you are authorized to bind that entity. What the Platform includes The Platform includes Helios websites, applications, tools, directories, marketplaces, payment flows, communications, listings, files, content systems, onboarding, verification, moderation, and related services. How to use this page Open the section that matches your question. Each section contains the policy summary, practical guidance, and examples where helpful. Jump to: Terms Overview Foundation Terms Marketplace Roles and Content Payments, Payouts, Fees, and Refunds Compliance, IP, Privacy, and Use Restrictions Account Actions, Legal Terms, and Contact 📋 Terms Overview Use the Platform lawfully Users must comply with applicable law, Helios policies, and transaction requirements. Keep information accurate Accounts, listings, payment details, identity data, and credentials must be truthful and current. Own your responsibilities Providers and buyers remain responsible for their listings, transactions, performance, taxes, and compliance obligations. Respect risk controls Helios may review, restrict, suspend, or terminate activity to manage safety, fraud, legal, payment, or operational risk. 📄 Foundation Terms 01 Eligibility Who may use Helios and when use is prohibited. You may use Helios only if you can legally enter into a binding agreement and are not prohibited from using the Platform under applicable law. Users must be at least 18 years old. If you use the Platform for an entity, you confirm that you are authorized to bind that entity to these Terms. You may not use Helios if you are suspended or removed, if your use would violate law, sanctions, export controls, or a court order, or if you intend to engage in prohibited or restricted activity. Practical guidance Use your real, accurate information and confirm you have authority before creating or managing a company, provider, vendor, or expert account. 02 The Platform What Helios provides and how features may change. Helios is a human-led, AI-powered platform for discovering, requesting, promoting, offering, purchasing, selling, and managing opportunities, services, expertise, goods, training, events, content, and related offerings across end-to-end manufacturing and related industries. Expert and service discovery tools Marketplace and directory features Company, vendor, and expert profiles Gigs, projects, quick tasks, learning, events, and content features Communication, transaction, payment, and payout support tools Helios may modify, suspend, discontinue, or limit features, subject to notice or wind-down requirements where stated in the Terms. Practical guidance Do not treat any single feature as guaranteed permanently available. Keep your own business continuity records and monitor platform notices. 03 Additional Terms and Policies Other Helios policies incorporated into the Terms. Certain features may be governed by additional terms, disclosures, or policies incorporated by reference. If a conflict exists, these Terms control unless another policy expressly states otherwise or a separate written agreement applies. Payments & Billing Payment, payout, refund, and transaction rules Privacy Policy Personal information and data use Copyright Policy Copyright, DMCA, and infringement concerns Acceptable Use Policy Restricted and prohibited activity Trust & Safety Safety, fraud, and marketplace integrity Enforcement & Appeals Account actions and review requests 04 Account Registration and Security Account accuracy, credentials, and unauthorized access reporting. You may need an account for certain Platform features. You agree to provide accurate, complete, and current information and keep it updated. Maintain the confidentiality of account credentials Restrict unauthorized access to your account Accept responsibility for activity conducted through your account Promptly notify Helios about unauthorized access, suspected fraud, or security breaches Helios may refuse registration, reclaim usernames, suspend accounts, or require additional verification. Account security examples A provider should update its business address and payout details when they change. A user should report suspected account takeover immediately instead of continuing transactions. A company admin should remove access from former employees who no longer need the account. 📄 Marketplace Roles and Content 05 Marketplace Role and User Responsibility Helios as platform provider and users as responsible counterparties. Helios provides a technology platform and generally does not act as a bank, escrow provider, insurer, guarantor, manufacturer, distributor, reseller, fiduciary, or party to the underlying agreement between users. Unless Helios states otherwise, the contract for services, goods, events, consultations, subscriptions, content, or offerings is between the buyer and the provider. Providers are responsible for legality, accuracy, rights, authority, licenses, permits, certifications, insurance, fulfillment, support, performance, and compliance obligations relating to their offerings. Practical guidance Buyers should evaluate providers before purchase. Providers should confirm they can legally and competently perform each offering before listing it. 06 User Content, Listings, and Platform Materials Content ownership, license to Helios, and content responsibilities. Users may submit, upload, publish, post, transmit, display, or make available content such as listings, descriptions, photos, designs, comments, reviews, files, CAD materials, specifications, videos, logos, and guides. You retain ownership of your User Content, but grant Helios a worldwide, non-exclusive, royalty-free, transferable, sublicensable license to host, store, reproduce, modify, adapt, publish, display, distribute, perform, reformat, index, and use that content to operate, improve, promote, secure, moderate, and provide the Platform. You must own or control rights needed to submit the content Your content must be accurate and not misleading Your content must not violate law, contract, or third-party rights Your content must not contain malware, harmful code, or unlawful material Helios may remove, edit, reject, restrict, or disable access to User Content. Content examples A CAD file uploaded without permission may be restricted or removed. A listing claiming a certification the provider does not hold may be rejected. A guide that contains harmful code or unauthorized copied material may be disabled. 📄 Payments, Payouts, Fees, and Refunds 07 Payments, Billing, and Payouts Payment processors, payment authorization, and accuracy requirements. Helios may enable payments, sales, purchases, payouts, and transactions through third-party payment and financial service providers, including Stripe and its affiliates. Payment-related features may be subject to separate terms, privacy notices, eligibility criteria, and requirements from payment processors, banks, card networks, and financial institutions. By using payment features, you authorize Helios and its payment processors to process charges, refunds, reversals, transfers, payouts, verification, fraud prevention, sanctions screening, compliance review, risk assessment, holds, reserves, and account controls where reasonably necessary. Helios is not a bank, financial institution, money transmitter, escrow provider, trustee, or fiduciary. 08 Provider Onboarding and Payout Eligibility Verification and payout access requirements. To receive payouts, providers may need to create, link, maintain, or verify a payout account with a designated payment processor. Helios or the payment processor may request information for identity verification, business verification, fraud prevention, tax compliance, payout activation, legal compliance, and risk review. Legal name and business name Contact details and address Representative and beneficial ownership information Government identification details and date of birth Bank account or payout details Tax identification numbers and tax forms Business registration, licenses, permits, certifications, insurance, and activity details Helios may deny, delay, limit, suspend, or revoke payout eligibility where information is missing, inaccurate, inconsistent, unverifiable, prohibited, risky, or restricted by Helios, the payment processor, a bank, card network, regulator, or legal authority. 09 Fees, Billing, and Payment Collection Platform fees, user-set prices, taxes, billing information, and transaction finality. Helios may assess, collect, deduct, retain, or remit fees and charges related to Platform use and transactions, including platform fees, service charges, commissions, listing fees, subscription fees, transaction fees, processing fees, referral fees, currency conversion adjustments, taxes, withholding, dispute fees, penalties, or losses. Users must pay amounts due as presented at checkout or otherwise designated by Helios. By submitting a payment method, buyers confirm it is valid, authorized, accurate, and available to pay transaction charges. A transaction is not final until authorization, capture, settlement, or confirmation has successfully occurred. Helios may refuse, delay, limit, or cancel a transaction if it reasonably suspects fraud, unauthorized use, duplicate payment, payment error, sanctions issues, policy violations, or material risk. 10 Payout Timing, Holds, Reserves, Setoff, and Recovery Payout delays, holds, reserves, and recovery rights. Payout timing is not guaranteed. Payouts may be delayed, withheld, limited, adjusted, or made unavailable due to onboarding, verification, fraud review, unusual transaction patterns, refunds, disputes, chargebacks, reserves, account holds, payment processor limits, banking delays, sanctions checks, compliance review, policy enforcement, or technical issues. Helios may place temporary or ongoing holds, reserves, delayed disbursement schedules, payout limitations, transaction caps, or other risk controls where reasonably necessary. Where Helios determines a user is responsible for refunds, reversals, chargebacks, processor fees, penalties, fines, tax liabilities, fraud losses, compliance losses, or other amounts, Helios may recover through pending or future payouts, offsets, reserves, stored payment methods where authorized, invoices, or lawful collection remedies. 11 Refunds, Cancellations, Reversals, and Chargebacks Refund standards and consumer rights protections. Nothing in the Terms limits or waives statutory consumer rights where applicable law grants automatic, non-waivable cancellation, withdrawal, or refund rights. Refunds, cancellations, credits, reversals, payment disputes, and related matters are governed by the Terms, payment and refund policies, listing-specific terms, service-specific terms, and applicable law. Helios may evaluate cancellations, refunds, and milestone-based disputes based on whether performance materially began, value was delivered, costs were incurred, work was accepted, or a provider failed to perform as described. External bank, card issuer, wallet, or payment processor chargebacks may proceed outside Helios. Helios may suspend payouts, request evidence, hold funds, recover losses, and limit features while a dispute is under review. 12 Taxes User tax responsibility and tax information collection. Users are responsible for determining, collecting, reporting, and remitting taxes arising from Platform use, transactions, purchases, sales, income, and business activity except where Helios is legally required to collect, withhold, report, or remit certain taxes. Helios may request tax identification numbers, taxpayer certifications, VAT or GST details, withholding documentation, residency information, and related tax data. Helios may share such information as needed for legal obligations. Helios may withhold or suspend payouts when tax information is missing, invalid, inconsistent, incomplete, or legally required. Helios does not provide legal, tax, accounting, or financial advice. 📄 Compliance, IP, Privacy, and Use Restrictions 13 Prohibited Transactions and Compliance-Sensitive Activity Illegal, deceptive, unsafe, restricted, or processor-prohibited activity. You may not use Helios to request, offer, promote, transact in, receive payment for, or facilitate illegal, deceptive, unsafe, restricted, policy-prohibited, or payment-processor-prohibited activity. Pirated, infringing, unauthorized, or counterfeit goods, files, media, designs, drawings, templates, parts, or content Sham transactions, payment laundering, unlawful or deceptive products or services Blocked persons, sanctioned parties, embargoed regions, or prohibited jurisdictions Transactions intended to evade sanctions, export controls, import controls, customs rules, AML obligations, or financial compliance Unlawful weapons-related, military, defense, surveillance, restricted dual-use, regulated industrial, or prohibited categories Offerings involving child labor, forced labor, trafficking, or modern slavery Helios may require enhanced due diligence, documentation, manual review, category restrictions, certifications, or written approval for regulated, export-sensitive, safety-sensitive, industrial, or high-risk activity. 14 Intellectual Property and Authenticity in Transactions Rights, authorization, authenticity, and non-infringement requirements. Users may not sell, distribute, license, request, monetize, or facilitate access to goods, files, content, designs, documents, technical data, software, media, or services that infringe or misappropriate intellectual property, proprietary rights, confidentiality rights, or trade secrets. Providers must ensure that CAD files, drawings, technical instructions, manuals, reports, designs, branding, photographs, specifications, training materials, and other materials used in transactions are lawful, authorized, accurate, and non-infringing. Helios may remove listings, freeze funds, delay payouts, suspend accounts, reverse transactions, or issue refunds where IP complaints, authenticity concerns, or unauthorized-use concerns exist. 15 Privacy and Data Sharing Payment, payout, identity, verification, and transaction-related data sharing. Helios’s collection, use, disclosure, and retention of personal and business information is governed by the Privacy Policy. By using transaction features, users acknowledge that Helios may collect, use, retain, and share payment, payout, identity, tax, business, device, verification, fraud, dispute, and compliance information with processors, financial institutions, fraud prevention providers, compliance providers, auditors, tax service providers, regulators, and legal authorities as reasonably necessary. If you provide personal information about directors, officers, beneficial owners, employees, contractors, customers, or others, you confirm you have the rights, notices, and consents required by law. 16 Acceptable Use General prohibited uses of the Platform. You may not use Helios to violate law, infringe rights, impersonate others, misrepresent identity or qualifications, transmit spam or malware, engage in fraud or abuse, interfere with operations or security, scrape or harvest data without authorization, bypass access controls, use prohibited transaction categories, or create legal, reputational, compliance, or operational risk. Use examples Uploading malware through a project file is prohibited. Claiming an AS9100 certification that a provider does not hold is prohibited. Scraping user contact information for an off-platform sales campaign is prohibited unless authorized. 16A Provider Disclaimer Providers are independent third parties. Providers are independent third parties, not employees, agents, or representatives of Helios. Helios does not verify, guarantee, endorse, or warrant provider qualifications, experience, licenses, insurance, services, or conduct. Users are responsible for evaluating and verifying providers before purchasing or engaging services. 📄 Account Actions, Legal Terms, and Contact 17 Suspension, Restriction, and Termination When Helios may restrict or terminate access. Helios may suspend, restrict, condition, or terminate access to payment functionality, payout functionality, listings, offerings, transactions, or accounts where it reasonably determines that a user violated the Terms or another policy, required information is missing or cannot be verified, activity presents risk, activity is inconsistent with the disclosed business purpose, disputes or refund abuse are excessive, platform systems are abused, or a processor, financial institution, card network, regulator, or legal authority requires action. Helios may act with or without prior notice where permitted by law and reasonably necessary to protect the Platform, users, payment processors, or legal obligations. Suspension or termination does not limit Helios’s rights to investigate, freeze or recover funds, delay payouts, remove listings, deny future access, report conduct, or pursue lawful remedies. 18 Disclaimers Platform availability and warranty disclaimers. The Platform is provided on an “as is” and “as available” basis to the maximum extent permitted by law. Helios does not guarantee uninterrupted, secure, or error-free operation; transaction completion; payment authorization; payout availability; provider performance; buyer payment without dispute; or content completeness, accuracy, or fitness for a particular purpose. To the maximum extent permitted by law, Helios disclaims express and implied warranties, including merchantability, fitness for a particular purpose, title, non-infringement, and course-of-dealing warranties. 19 Limitation of Liability Limits on damages and aggregate liability. To the maximum extent permitted by law, Helios and related parties will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for loss of profits, revenues, business, opportunity, goodwill, data, or anticipated savings arising from Platform use, user transactions, payment processor actions, payout delays, fraud, user content, third-party conduct, or enforcement actions. Helios’s aggregate liability is limited as stated in the Terms, subject to non-waivable legal rights. 20 Indemnification User and Helios indemnification commitments. Users agree to defend, indemnify, and hold harmless Helios and related parties against claims, disputes, losses, liabilities, damages, penalties, fines, costs, and expenses arising from accounts, listings, offerings, transactions, payment use, refunds, disputes, taxes, User Content, policy violations, law violations, sanctions/export/labor/product safety obligations, and infringement or misappropriation of third-party rights, except where excluded by the Terms. Helios provides limited indemnification for certain third-party claims arising from Helios intellectual property infringement, Helios legal violations, or Platform security breaches caused by Helios’s failure to implement reasonable security measures. 21 Intellectual Property of Helios Ownership of Platform software, design, branding, and content. The Platform, including software, layout, design, branding, text, graphics, logos, interfaces, and other Helios-provided content, is owned by Helios or its licensors and protected by intellectual property and other laws. Except as permitted by Helios, users may not copy, reproduce, modify, distribute, display, perform, republish, create derivative works from, reverse engineer, or exploit the Platform or Helios content. 22 Feedback Rights Helios receives in submitted feedback. If you provide suggestions, ideas, comments, improvements, or feedback about Helios, you grant Helios a worldwide, perpetual, irrevocable, non-exclusive, royalty-free, fully paid, sublicensable, and transferable right to use, copy, modify, distribute, publish, and exploit that feedback for lawful purposes without compensation or attribution. 23 Governing Law and Dispute Resolution Jurisdiction and dispute handling placeholders from the Terms. The Terms state that governing law and venue are to be inserted in the published Terms. Users agree to submit to the stated courts and waive objections where permitted by law, unless a separate arbitration or dispute-resolution policy applies or law requires otherwise. 24 Changes to the Terms How Helios may update the Terms. Helios may update the Terms to reflect changes in law, Platform functionality, payment processor requirements, business operations, pricing, risk controls, or compliance practices. Updated Terms will be posted on the Platform with an updated “Last Updated” date. Continued use after the Terms become effective constitutes acceptance except where additional consent is required by law. 25 General Terms Severability, waiver, assignment, and entire agreement. If a provision is invalid, illegal, or unenforceable, the remaining provisions remain effective. Helios’s failure to enforce a provision is not a waiver. Users may not assign the Terms without Helios’s prior written consent, while Helios may assign the Terms as stated. The Terms and incorporated policies form the entire agreement except for separately executed written agreements. 26 Miscellaneous Provisions Force majeure and inactive accounts. Neither party is liable for delays or failures caused by events beyond reasonable control, including acts of God, war, terrorism, riots, disasters, government actions, pandemics, strikes, or third-party service failures, provided the affected party gives prompt notice and uses reasonable mitigation efforts. Helios may close or archive accounts inactive for 24 consecutive months after 60 days’ advance notice. Remaining payout balances and user data are handled under applicable payout and privacy terms. 27 Contact Where to contact Helios about Terms questions. For questions, reports, or concerns about these Terms or transaction-related issues, contact Helios. Helios, Inc. Dallas, Texas, USA Email: Support@helios.supplies

Help

Code of Conduct

last updated (4/17/2026) Helios Help Center Platform Rules & Policies Helios Help Center Code of Conduct By joining and using Helios, users agree to uphold this Code in addition to the Helios Terms of Service and other platform policies. This user-friendly version organizes the Code into clear, collapsible sections so members can quickly understand expected behavior, prohibited conduct, reporting routes, and possible consequences. Who should follow this Code? Everyone using Helios should follow this Code, including customers, experts, suppliers, partners, companies, guests, and community participants. What does this Code protect? The Code helps protect respectful collaboration, truthful representation, lawful activity, privacy, intellectual property, platform integrity, and user safety. How should users use this page? Open each section to view the expected behavior, practical examples, and guidance. The examples are fictional and are included to make the rules easier to understand. Jump to: Code Overview What the Code Covers Code of Conduct Sections Reporting Reminder 📋 Code Overview The Helios Code of Conduct sets practical expectations for how users should behave while building, learning, buying, selling, collaborating, and sharing knowledge across the manufacturing community. Be professional Use respectful, constructive communication. Be truthful Represent your identity, credentials, and work accurately. Be safe and legal Do not post illegal, unsafe, hateful, explicit, or harmful content. Protect trust Respect IP, privacy, platform rules, and the wider Helios community. 🔍 What the Code Covers Community behavior Respect, professionalism, harassment prevention, and constructive debate. Marketplace integrity Authentic profiles, truthful credentials, no spam, and no manipulation. Legal and safety standards Safe content, IP protection, privacy, and responsible reporting. 📄 Code of Conduct Sections 01 Be Respectful Interact with courtesy, professionalism, and respect across the Helios community. Helios expects members to communicate professionally and constructively, even when opinions differ. Treat people the way you’d like to be treated — with courtesy and professionalism. Healthy debates are welcome; harassment, hate speech, bullying, and intimidation are not. Avoid offensive or inflammatory remarks that could create conflict. Violation examples A user repeatedly sends aggressive messages to an expert after receiving a quote they disagree with. A discussion thread about tooling options turns into personal insults instead of a professional debate. A company contact pressures a supplier publicly with inflammatory language after a project delay. Practical guidance Keep feedback specific to the work, issue, or transaction. Avoid personal attacks, threats, insults, and public shaming. 02 Be Honest & Authentic Use truthful identity, credentials, professional details, and original or properly credited work. Trust on Helios depends on accurate representation of people, companies, skills, credentials, and submitted work. Use your real name, credentials, and professional details. Don’t impersonate anyone or mislead others about who you are or what you do. Share accurate information and give credit where it’s due. Never plagiarize or copy someone else’s work. Violation examples An expert lists certifications they do not hold to win a manufacturing consultation. A user creates a profile using another company’s name and logo to appear affiliated with that company. A member copies another expert’s training material and posts it as their own guide. Practical guidance Use accurate names, affiliations, qualifications, work samples, and ownership claims. When referencing another person’s work, obtain permission and provide proper attribution. 03 Keep It Safe & Legal Only share lawful, safe, appropriate, and authorized content or activity on Helios. Helios is designed to support responsible manufacturing activity. Content or conduct that creates legal, safety, or serious platform risk is not allowed. Only post content you have the right to share. Don’t post anything illegal, violent, hateful, or explicit. Avoid promoting counterfeit products, forced labor, human trafficking, or harmful activities. Don’t upload malware, phishing links, or hacking tools. Violation examples A user posts a service offering that promotes counterfeit industrial components. A member uploads a file that contains malicious code disguised as manufacturing software documentation. A listing asks for help producing a restricted item without the required legal approvals. Practical guidance Before posting, confirm that the content, files, products, services, and requested work are lawful, authorized, and safe for the intended audience. 04 No Spam or Platform Abuse Do not spam users, abuse discovery tools, manipulate ratings, or exploit platform vulnerabilities. Helios should remain useful, relevant, and reliable for the manufacturing community. Don’t send mass messages, repeated promotions, or irrelevant ads. Share content that adds value to the manufacturing community. Don’t try to game ratings, reviews, or search results. Report platform bugs responsibly instead of exploiting them. Violation examples A supplier sends the same promotional message to dozens of unrelated experts and customers. A user creates multiple accounts to inflate ratings or push a listing higher in search results. A member discovers a platform bug and uses it to access features or data they should not access. Practical guidance Share relevant, high-value content. Report bugs or platform weaknesses responsibly instead of using them for advantage. 05 Respect Intellectual Property Upload only content you own, created, licensed, or are authorized to use. Helios users must respect copyrights, trademarks, confidential work, and protected materials. Upload only content you created or have permission to use. Honor copyrights, trademarks, and other protected materials. If you think someone’s content infringes on your rights, follow our Copyright & Infringement Policy to report it. When you use someone’s work legally, such as with permission or under fair use, give proper credit. Violation examples A user uploads a copied CAD model from another manufacturer and offers it as a downloadable resource. A profile uses another company’s trademarked logo in a way that falsely suggests endorsement. A training post includes a supplier’s proprietary manual without permission or proper attribution. Practical guidance Use your own materials or content you have permission to use. If you believe your rights are being infringed, use the appropriate Helios reporting process. 06 Protect Privacy Keep personal, company, and confidential information secure and use data responsibly. Users may encounter personal, business, technical, or confidential information through Helios. That information must be handled carefully. Keep your personal and company data secure. Don’t share other people’s private or confidential information without their consent. Follow privacy laws like GDPR or CCPA when handling others’ data. Violation examples A user posts another person’s phone number, email, or private messages in a public comment thread. A company shares a supplier’s confidential pricing sheet without permission. A member exports contact information from Helios and uses it for unauthorized marketing outreach. Practical guidance Share only what is necessary and authorized. Protect account credentials, private communications, customer data, and confidential business materials. 07 Report Problems Report harassment, spam, illegal activity, unsafe conduct, and other concerns through Helios channels. Reporting helps Helios identify risk, review concerns, and take appropriate action. Use Helios’s in-platform reporting tools. Or email Helios support at support@helios.supplies . Helios will review the issue quickly and take appropriate action. Violation examples A user receives repeated harassing messages after declining a gig invitation. A listing appears to promote an unsafe or unlawful manufacturing activity. A profile appears fake, misleading, or connected to suspicious payment behavior. Practical guidance Include relevant links, screenshots, account details, dates, messages, transaction context, and any supporting files that help Helios review the issue. 08 Consequences Helios may remove content, limit accounts, suspend access, ban severe offenders, or report serious violations. Helios may take action when users violate the Code or create serious risk to the community or platform. Remove your content. Limit or suspend your account. Permanently ban repeat or severe offenders. Report serious violations to the authorities if required. Violation examples A user continues sending abusive messages after being warned, resulting in account restrictions. A listing that promotes prohibited activity is removed from the platform. A severe violation involving fraud or threats may lead to suspension, permanent removal, or escalation where required. Practical guidance Consequences depend on the nature, severity, frequency, and risk of the conduct. Severe or repeated violations may result in stronger action. 09 Staying Current Helios may update this Code as the platform, community standards, and legal requirements evolve. The Code of Conduct may change over time to reflect new laws, platform features, risks, or community needs. Helios updates this Code from time to time as the platform and global laws evolve. Helios will let users know if there are major changes. Continuing to use Helios means you accept the latest version. Violation examples Helios updates the Code to address a new platform feature that allows more public collaboration. Helios adds clearer language about spam, privacy, or IP expectations after new risk patterns emerge. Users continue using the platform after an updated version becomes effective. Practical guidance Review the Code periodically and check related policy pages for the most current rules and expectations. 💡 Reporting Reminder ⭐ If you see harassment, spam, illegal activity, unsafe content, suspicious behavior, privacy issues, or other conduct that may violate this Code, use Helios’s in-platform reporting tools or contact Helios support ( support@helios.supplies ). ⭐ When reporting, include relevant links, screenshots, messages, dates, account details, and transaction context where available.

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Copyright and Infringement

last updated (4/17/2026)Helios Help Center Platform Rules & Policies Helios Help Center Copyright & Infringement Policy Helios respects intellectual property rights and expects all users to do the same. Because Helios may allow users to post profiles, service listings, project materials, documents, images, manuals, CAD-related files, specifications, portfolio content, and other materials, users must only upload, share, request, sell, use, or distribute content they are authorized to handle. What this policy helps users understand This Policy explains what is prohibited, how to report copyright infringement or other intellectual property concerns, and how Helios may respond. Last updated 4/17/2026 Fast reminder before uploading Only upload content, manuals, CAD-related files, drawings, portfolio materials, specifications, or media that you own, created, licensed, or are authorized to use. Jump to: Policy Overview Copyright Report Process Copyright & Infringement Policy Sections Submit a Notice 📋 Policy Overview Respect rights Do not upload, sell, copy, or distribute protected work unless you have authorization. Report clearly Copyright notices should identify the owner, original work, disputed material, good-faith statement, and signature. Respond responsibly Counter-notices should be used only when removal appears to be a mistake or misidentification. ©️ Copyright Report Process 01 Locate the issue Identify the exact Helios listing, profile, file, image, or material that appears to infringe. 02 Document ownership Identify the copyrighted work and your authority to act for the owner. 03 Submit notice Send a complete infringement notice to the Helios copyright contact. 04 Review and response Helios may remove content, request more information, notify affected users, or review a counter-notice. Important Helios is not a court and does not make final legal determinations about ownership, fair use, licensing scope, or defenses. 📄 Copyright & Infringement Policy Sections 01 What This Policy Covers Content and materials made available on or through Helios. This Policy applies to content and materials made available on or through Helios, including: Profile content Service and marketplace listings Uploaded documents and files Images, graphics, videos, and written materials Technical content, manuals, drawings, and specifications Portfolio samples and examples of work Other user-submitted or platform-displayed content. Violation examples An expert uploads a portfolio image of a machined part they did not create and presents it as their own work. A vendor adds a copied supplier manual to a listing without permission from the rights holder. A user uploads a technical drawing, product specification, or CAD-related file that belongs to a customer and was not authorized for public sharing. Practical guidance Only upload or display content you own, created, licensed, or are otherwise authorized to share on Helios. When in doubt, do not post it until you confirm rights and permissions. 02 What Users May Not Do Prohibited copyright, IP, attribution, ownership, and restricted-material activity. You may not use Helios to: Upload, post, transmit, sell, share, or distribute copyrighted content without permission Copy or reuse another person’s text, images, videos, manuals, templates, designs, or technical materials without authorization Infringe copyrights, trademarks, patents, trade secrets, publicity rights, or other proprietary rights Remove copyright notices, watermarks, attribution, or ownership information Misrepresent that you own or created content when you do not Submit false infringement claims or false counter-notices Use confidential or restricted materials in ways you are not legally authorized to use. Violation examples A user removes a watermark from a tooling diagram and uploads it as part of a paid gig. A company copies another shop’s service description, images, or case study and uses it to market its own listing. A user files an infringement report against a competitor’s original content to pressure them or reduce their visibility. Practical guidance Keep attribution intact, avoid copying, and do not claim ownership of materials you did not create. Reports and counter-notices should be honest, specific, and supported by facts. 03 User Responsibility Users are responsible for rights, licenses, permissions, and lawful use of submitted materials. You are responsible for the content and materials you upload, submit, post, request, or share through Helios. By using Helios, you represent that: You own the content you submit, or have the necessary rights, licenses, permissions, or authority to use it Your content and use of the platform do not violate applicable law or the rights of others You will not use Helios to exploit, copy, or distribute another party’s protected work without authorization. Violation examples A freelancer reuses a client’s confidential CAD screenshots in a public Helios profile without the client’s permission. A user sells a collection of scanned manuals that were downloaded from a paid database or proprietary source. A shop posts customer-supplied drawings as sample work without verifying whether the customer permits public portfolio use. Practical guidance Before uploading, confirm whether the material is yours, licensed, publicly usable, or approved by the owner. Separate internal reference materials from public-facing Helios content. 04 Reporting Copyright Infringement Information rights holders should include in a copyright infringement notice. If you believe that content on Helios infringes your copyright, or the copyright of a party you are authorized to represent, you may send Helios a written infringement notice. To help Helios review the claim, your notice should include: Your full name and contact information Identification of the copyrighted work claimed to have been infringed Identification of the allegedly infringing material and information reasonably sufficient to locate it on Helios A statement that you have a good-faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law A statement that the information in your notice is accurate and, under penalty of perjury, that you are the copyright owner or authorized to act on the owner’s behalf Your physical or electronic signature. These elements track the statutory requirements for an effective DMCA takedown notice. Helios may request additional information where needed to verify the claim, locate the content, assess authority, or evaluate the complaint. Violation examples A rights holder reports that a user copied their training manual and provides the original work, the Helios listing link, and a statement of authorization. A company reports unauthorized use of its copyrighted product images and identifies each listing where the images appear. A representative files a notice on behalf of the owner but does not provide enough information to confirm authority; Helios may request additional details. Practical guidance A complete notice helps Helios locate the material and assess the claim faster. Include exact URLs, screenshots, ownership context, and authority to act for the copyright owner. 05 Counter-Notice Process How affected users may respond when content was removed by mistake or misidentification. If your content was removed or disabled because of a copyright claim, and you believe the material was removed by mistake or misidentification, you may send Helios a counter notice. A valid counter-notice should include: Your name and contact information Identification of the material that was removed or disabled and where it appeared before removal A statement under penalty of perjury that you have a good-faith belief the material was removed or disabled as a result of mistake or misidentification A statement consenting to the applicable court jurisdiction as required by law Your physical or electronic signature. These elements reflect the statutory requirements for counter-notices under 17 U.S.C. § 512(g)(3). If Helios receives a valid counter-notice, Helios may forward it to the original complaining party. Under the DMCA framework, a service provider that receives a compliant counter-notice generally restores the material not less than 10 and not more than 14 business days later, unless the complaining party notifies the provider that it has filed a court action seeking to restrain the allegedly infringing activity. Violation examples A user’s original fixture photo is removed after a mistaken claim, and the user submits a counter-notice explaining authorship and where the image appeared. A shop’s listing is disabled due to a report about a catalog image, but the shop provides a license or supplier authorization supporting its use. A user submits a counter-notice without contact information, signature, or required statement; Helios may treat it as incomplete. Practical guidance Only submit a counter-notice when you have a good-faith basis to believe removal was mistaken or misidentified. Counter-notices may be forwarded to the original complainant. 06 Helios Review and Enforcement Actions Helios may take when reviewing and responding to IP complaints. Helios may, in its discretion and as permitted by law: Remove or disable access to allegedly infringing material Request additional information from the reporting party or the uploader Notify the affected user Reject incomplete, unsupported, abusive, or bad-faith notices Restore content where appropriate after review or counter-notice Suspend listings, files, or features connected to repeated or serious violations Suspend or terminate accounts involved in repeated infringement, abuse, fraud, or misuse of this process. The U.S. Copyright Office explains that service providers seeking Section 512 safe-harbor protections must designate a DMCA agent and respond expeditiously to remove or disable access to material identified in a compliant notice. Violation examples Helios temporarily disables a listing while it reviews a detailed copyright complaint. Helios rejects a report that does not identify the protected work or the allegedly infringing content. Helios restricts upload features for an account that repeatedly posts unauthorized manuals or copied files. Practical guidance Helios may act on available information and platform risk while a review is pending. Users should preserve records, respond promptly, and avoid re-uploading removed material unless it is restored or cleared. 07 Repeat Infringers and Abuse of the Process Repeat infringement, false claims, retaliatory reports, and process misuse. Helios may suspend or terminate accounts of users who are repeat infringers or who repeatedly upload, post, or distribute unauthorized content. Helios may also take action against users who abuse the reporting system, including by submitting knowingly false claims, fraudulent notices, retaliatory complaints, or misleading counter-notices. U.S. copyright law also includes a misrepresentation provision for certain false notices and false counter-notices. Violation examples A user repeatedly uploads the same copyrighted training materials after removal. A competitor submits multiple false copyright complaints against legitimate listings to disrupt another user’s business. An account submits misleading counter-notices claiming ownership without evidence after repeated takedowns. Practical guidance Repeated unauthorized uploads and bad-faith reporting can both create enforcement risk. Use the infringement process to address genuine rights concerns only. 08 Other Intellectual Property Concerns Trademark, brand misuse, trade secret, and other proprietary-rights concerns. This Policy primarily addresses copyright complaints. Helios may also review reports involving: Trademark infringement Impersonation tied to brand misuse Unauthorized use of logos or branded assets Trade secret or confidential business information misuse Other proprietary rights violations. Helios may route those complaints through a separate review process where appropriate. Violation examples A user creates a listing that uses another company’s logo in a way that suggests official partnership. A profile impersonates a known machine tool brand or supplier to attract leads. A user posts confidential customer pricing, process details, or technical files that appear to be trade secrets. Practical guidance Not all IP concerns follow the same process. Copyright, trademark, brand impersonation, patent, and trade secret issues may require different facts and review paths. 09 No Legal Determination by Helios Helios is not a court and does not make final legal determinations. Helios is not a court and does not make final legal determinations regarding ownership, validity, infringement, fair use, licensing scope, or defenses. Helios may act based on the information available, platform risk, legal requirements, operational needs, and the integrity of the notice process. Violation examples Helios may remove access to disputed content after receiving a complete notice, even if the parties disagree about fair use. Helios may restore content after a valid counter-notice unless the complaining party provides notice of court action. Helios may decline to decide complex ownership disputes and direct the parties to appropriate legal channels. Practical guidance Helios can manage platform access and risk, but ownership and infringement disputes may ultimately require legal resolution between the parties. 10 How to Submit a Notice Where to send copyright infringement notices and counter-notices. Please send copyright infringement notices and counter-notices to: Helios DMCA / Copyright Contact Email: Support@helios.supplies Attn: Copyright Agent / DMCA Agent If Helios intends to rely on DMCA safe-harbor protections, the U.S. Copyright Office requires a designated agent registration and public posting of the agent’s contact information. Violation examples A copyright owner emails Helios with the required notice details, exact content location, and electronic signature. A user whose content was removed sends a counter-notice to the listed copyright contact with the required statements. A report sent without enough information to locate the content may require follow-up before Helios can review it. Practical guidance Use a clear subject line, identify whether the message is a takedown notice or counter-notice, and include enough detail for Helios to locate and review the content. 11 Policy Updates How Helios may revise this policy over time. Helios may update this Policy from time to time to reflect changes in law, platform functionality, rights-holder processes, or Helios operational practices. Continued use of Helios after an update means you agree to the revised Policy, to the extent permitted by law. Violation examples Helios updates this policy to reflect a new reporting workflow or designated agent information. Helios revises guidance for CAD files, technical drawings, or manufacturing portfolio materials as platform features evolve. Helios updates the policy to align with changes in copyright law, platform operations, or rights-holder requirements. Practical guidance Review the policy periodically, especially before uploading technical materials, portfolio samples, manuals, copyrighted media, or customer-provided content. ✉️ Submit a Notice Please send copyright infringement notices and counter-notices to the Helios copyright contact listed below. Helios DMCA / Copyright Contact Email: legal@helios.supplies Attn: Copyright Agent / DMCA Agent

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Misconduct Policy, Violence and Anti-Discrimination

Helios Help Center Platform Rules & Policies Helios Help Center Misconduct Policy, Violence and Anti-Discrimination Helios is committed to fostering a professional, respectful, and safe environment for all members of the manufacturing community. This policy explains the conduct Helios does not allow, including violence, threats, harassment, discrimination against protected categories, disruptive behavior, misuse of platform trust, and behavior that may endanger users or the integrity of the platform. Purpose of this policy This policy helps protect Helios users from violence, threats, harassment, discrimination, abusive behavior, platform disruption, deception, and other conduct that can undermine a professional manufacturing community. Who this policy protects This policy is designed to protect users, experts, companies, vendors, partners, customers, guests, and other participants who interact through Helios or through activity connected to Helios. It specifically prohibits discriminatory conduct or exclusion based on protected categories or legally protected characteristics. How to use this page Open each section to review the rule, examples of possible violations, and practical guidance for users. The examples are fictional and are provided to help users understand how the policy may apply. Jump to: Policy Overview Violence, Threats, Harassment & Discrimination Misbehavior & Disruptive Conduct Reporting, Review & Incident Handling Legal Cooperation & Appeals 📋 Policy Overview Prevent harm Helios prohibits violence, threats, intimidation, harassment, coercion, and behavior that puts people or property at risk. Protect professional conduct Users are expected to interact respectfully, avoid disruptive behavior, and preserve the integrity of the community. Respond to incidents Reports may be reviewed, investigated, escalated, enforced, and appealed according to the nature and severity of the issue. Protect equal access Discrimination, exclusion, slurs, harassment, or targeting based on protected categories is not allowed. 📄 Violence, Threats, Harassment & Discrimination 01 Zero Tolerance for Violence Threats, intimidation, physical harm, weapons, explosives, and violent extremist support are prohibited. Helios strictly prohibits content, behavior, or communication that glorifies, incites, or directly or indirectly threatens physical harm, violence, or property damage. This includes promoting self-harm or suicide. Helios also prohibits content or conduct that depicts or promotes the use of weapons or explosives with the intent to intimidate, harm, or threaten others, or that supports, celebrates, or associates with terrorist organizations or violent extremist groups. Violation examples A user messages an expert, “If you do not refund me today, I will come to your shop and break your equipment.” A user posts a comment encouraging others to damage a vendor’s facility because of a delayed order. A user shares content praising a violent extremist group in a professional discussion thread. A user uploads an image of weapons with language intended to intimidate another Helios member. Practical guidance Do not use Helios to threaten harm, encourage violence, glorify violent conduct, or pressure users through fear or intimidation. 02 Prohibited Threatening or Aggressive Behavior Direct or implied threats, bullying, intimidation, harassment, coercion, stalking, and discriminatory targeting are prohibited. The following behaviors are strictly prohibited and may result in immediate action: Direct or implied threats of physical violence, verbal abuse, or harm against any individual or group. Bullying, intimidation, harassment, or coercion. Sexual harassment or unwanted sexual advances. Stalking or repeatedly targeting specific individuals or groups. Discriminatory behavior, exclusion, harassment, or targeting based on protected categories or any characteristic protected by applicable law. Inciting others to harass, bully, or target a person or group. Violation examples A company contact repeatedly sends hostile messages to an expert after the expert declines a project. A user makes unwanted sexual comments during a professional consultation. A user repeatedly posts insulting comments on another user’s profile to pressure them into responding. A user tells others to target a vendor’s listing with abusive comments because of a private dispute. A user refuses to work with someone and uses discriminatory language tied to a protected characteristic. A user posts that only people from a certain national origin or age group should respond to a legitimate Helios opportunity. Practical guidance Keep communications professional. Disagreements, refunds, project disputes, or poor experiences should be handled through support, reporting, or dispute channels instead of personal attacks or intimidation. 03 Protected Categories and Anti-Discrimination Discrimination, exclusion, harassment, slurs, stereotypes, or unequal treatment based on protected categories are prohibited. Helios is open to professionals and organizations across the manufacturing community. Users may not discriminate against, exclude, harass, shame, threaten, or unfairly target another person or group based on protected categories or any characteristic protected by applicable law. Protected categories may include, depending on applicable law and context: Race, color, ethnicity, caste, or similar inherited status. National origin, ancestry, citizenship, immigration status, language, or accent. Religion, creed, faith, or sincerely held belief. Sex, gender, gender identity, gender expression, sexual orientation, pregnancy, childbirth, or related medical conditions. Age, disability, medical condition, genetic information, or family medical history. Marital status, family status, parental status, veteran status, military status, or any other legally protected status. Prohibited discriminatory conduct may include refusing to engage with a user because of a protected category, using slurs or demeaning stereotypes, posting exclusionary requirements unrelated to legitimate qualifications, targeting users with abusive content, or applying different standards to similar users because of a protected characteristic. Legitimate, job-related, safety-related, compliance-related, certification-related, or legally required qualifications may be allowed when they are applied fairly, consistently, and not used as a pretext for discrimination. Violation examples A company states that it will not hire or communicate with an expert because of the expert’s race, ethnicity, religion, national origin, gender, sexual orientation, disability, or age. A user posts a gig saying that applicants from a certain country, religion, or age group should not apply, even though the restriction is not legally required or tied to a legitimate project requirement. A user repeatedly targets another user with insults, stereotypes, or degrading comments about their accent, disability, pregnancy, gender identity, or family status. A reviewer leaves negative feedback based on a protected characteristic instead of the quality, timeliness, communication, or outcome of the work. A user attempts to organize others to avoid, shame, or harass a person or business because of a protected category. Acceptable qualification examples A company requires an expert to hold a specific safety certification because the project involves regulated equipment. A project requires documented experience with AS9100, ISO 9001, CNC programming, or export-control compliance because the work requires that expertise. A requester limits access to a controlled technical file because legal, security, customer, or export-control requirements apply. Practical guidance Focus listings, reviews, and communications on legitimate skills, certifications, experience, safety requirements, availability, geography where legally relevant, and project needs. Do not use protected categories as a reason to exclude, demean, threaten, harass, or treat users unfairly. 📄 Misbehavior & Disruptive Conduct 04 Misbehavior and Disruptive Conduct Inappropriate content, spam, trolling, deception, fake reviews, unauthorized access, and doxing are prohibited. Helios is a platform for opportunity, learning, and collaboration. Helios may take decisive action against users who engage in disruptive or inappropriate conduct. Prohibited conduct includes: Uploading hateful, obscene, sexually explicit, gratuitously shocking, or otherwise inappropriate content for a professional community. Spamming, trolling, or purposefully disrupting discussions, content threads, or platform functionality. Using impersonation, manipulation, or deception to mislead, defraud, or gain unauthorized access. Posting misleading, malicious, or fabricated ratings or reviews intended to harm an individual, company, or the platform’s reputation. Unauthorized access or attempts to access other users’ accounts or sensitive platform data. Sharing private or confidential information of others without explicit consent, also known as doxing. Violation examples A user floods multiple listings with repeated promotional comments unrelated to the listing. A user creates a fake account pretending to be an established machine shop to collect leads. A user posts a fabricated one-star review to damage a competitor after losing a bid. A user shares another person’s phone number, personal email, or private address in a public comment thread. A user attempts to guess or reuse credentials to access another user’s account. A user uploads graphic or sexually explicit material in a professional manufacturing discussion. Practical guidance Use Helios for legitimate professional collaboration. Avoid spam, fake activity, manipulative behavior, inappropriate content, and any attempt to expose or access private information. 📄 Reporting, Review & Incident Handling 05 Reporting Procedures and Incident Handling How users should report violent, threatening, or disruptive behavior and how Helios may investigate. If users encounter or witness violent, threatening, or disruptive behavior, they should use the platform’s report function for the specific content or user when available. This is the fastest way for Helios to investigate. If a user feels personally threatened, they should disengage from the interaction immediately and contact the Helios Safety & Trust Team through the appropriate support channel. For urgent matters involving immediate danger, users should consider contacting local law enforcement. Helios may promptly and impartially investigate reported incidents. During an investigation, Helios may gather evidence, review platform activity, contact involved parties, and consult relevant experts. Helios will strive to maintain confidentiality to the extent possible while ensuring a thorough investigation. Report examples A user reports a message containing a threat and includes screenshots, dates, the profile link, and transaction context. An expert reports repeated harassment after a consultation and provides the related thread and timeline. A company reports that someone is impersonating its procurement team and includes the fake profile link. A user disengages from a threatening exchange and files a report instead of escalating the conversation. Practical guidance Preserve evidence, stop engaging with threatening users, and report the specific content or profile. Include screenshots, links, names, timestamps, and transaction details whenever available. 06 Enforcement Actions and Penalties Possible actions Helios may take for policy violations. Violations of this policy may result in proportionate and consistent enforcement actions. Possible actions may include: Content removal. Formal warnings. Temporary account suspension. Permanent account bans from the Helios platform. Revocation of platform privileges. Legal action against individuals who violate platform safety standards or applicable laws. Enforcement examples A user posts abusive comments repeatedly and receives content removal plus a formal warning. A user threatens another user and is temporarily suspended while the issue is reviewed. A user repeatedly creates fake profiles after prior warnings and is permanently banned. A user’s conduct appears to involve unlawful threats, and Helios preserves records for appropriate escalation. Practical guidance Enforcement may depend on severity, intent, harm, repeat behavior, and legal or safety risk. Serious threats or illegal activity may result in stronger action. 📄 Legal Cooperation & Appeals 07 Legal Cooperation and Evidence Preservation When Helios may cooperate with authorities or preserve evidence related to illegal conduct. Where applicable, Helios may cooperate with law enforcement or regulatory authorities in investigations of illegal activities. Helios may also preserve and provide evidence related to reported violence, misbehavior, or illegal conduct to authorities when appropriate. Evidence preservation examples Helios preserves messages, profile records, and timestamps after a user reports a credible threat. Helios retains relevant content and account activity when conduct may involve illegal harassment or unauthorized access. Helios cooperates with an appropriate legal request involving a safety incident connected to platform use. Practical guidance Do not delete or alter relevant records after a safety incident. Keep communications, screenshots, transaction details, and supporting files available for review. 08 Appeals Process How users may appeal enforcement actions taken under this policy. Users may appeal enforcement actions taken under this policy by contacting Helios support within the stated appeal window in the enforcement notification. Appeals will be reviewed by the Trust & Safety team, and a decision will be communicated within a reasonable timeframe. The decision on appeal may be final. Appeal examples A user appeals a suspension and provides missing context showing that a reported statement was misinterpreted. A user requests reconsideration after removing inappropriate content and explaining corrective steps. A user submits an appeal without evidence and repeats abusive language, which may reduce the likelihood of reconsideration. Practical guidance Appeals should be factual, concise, and supported by relevant evidence. Avoid abusive, repetitive, or bad-faith submissions.

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Modern Slavery Statement

Helios Modern Slavery, Forced Labor & Ethical Conduct Standard Helios Policy Center Modern Slavery, Forced Labor & Ethical Conduct Standard Helios is committed to supporting lawful, ethical, and responsible activity across end-to-end manufacturing and related industries. Helios does not permit the Platform to be used to support, conceal, facilitate, normalize, or profit from modern slavery, forced labor, child labor, human trafficking, coercive labor practices, or other exploitative conduct. This Standard explains the expectations Helios places on users regarding labor practices, ethical sourcing, worker treatment, truthful claims, and responsible conduct in connection with Platform use. Who this applies to This Standard applies to all users of Helios, including experts, companies, students, vendors, suppliers, associations, partners, customers, service providers, and any other person or entity using the Platform. Related Helios policies This Standard should be read together with the Helios Terms of Service, Trust & Safety Policy, Code of Conduct, Restricted Activities & Prohibited Transactions Policy, Marketplace Integrity & Anti-Fraud Policy, Privacy Policy, and any supplier, onboarding, or category-specific requirements published by Helios. How to use this page Expand each section to review the rule, examples, and practical guidance. Use this page when evaluating labor, sourcing, recruitment, subcontracting, ethical claims, or supplier-related activity connected to Helios. Policy Overview This user-friendly version organizes the Modern Slavery, Forced Labor & Ethical Conduct Standard into collapsible sections so users can quickly understand expectations, prohibited conduct, reporting options, and Helios review actions. Prohibit exploitation No child labor, forced labor, trafficking, bonded labor, or coercive labor practices. Protect workers Support lawful wages, safe conditions, fair recruitment, and respectful treatment. Verify sourcing claims Ethical sourcing, audits, certifications, and labor claims must be accurate and supportable. Report risk Report listings, accounts, or conduct that may involve labor exploitation or deceptive ethical claims. Modern Slavery Standard Sections 01 Purpose Why this standard exists and what it protects. + The purpose of this Standard is to: Prohibit labor exploitation and abusive labor practices in connection with Helios use Support ethical conduct across manufacturing, sourcing, and service relationships Prevent deceptive claims regarding labor, sourcing, and workplace conditions Establish expectations for lawful and responsible business behavior Give Helios a basis to review, restrict, or remove activity connected to labor exploitation or unethical conduct. Examples A supplier profile claims “certified ethical workforce” but cannot support the claim with any reasonable records when asked. A company uses Helios to find low-cost labor while knowingly ignoring credible reports that the labor source uses unlawful conditions. Practical guidance Keep documentation for labor practices, supplier standards, audits, and sourcing claims. Do not use Helios listings, messages, or transactions to promote work tied to exploitative labor practices. 02 General Rule Prohibited labor exploitation, trafficking, coercion, and related conduct. + Users may not use Helios to request, offer, promote, facilitate, transact in, or profit from activity involving: Child labor Forced labor Bonded labor Debt servitude Human trafficking Coercive labor recruitment Involuntary prison labor where unlawful or exploitative Confiscation or retention of worker identity documents Unlawful recruitment fees imposed on workers Threats, coercion, intimidation, or deception used to control workers Exploitative subcontracting practices that violate applicable law or ethical obligations. Users operating in Canada or facilitating supply chain activity involving Canada should also be aware of obligations under the Fighting Against Forced Labour and Child Labour in Supply Chains Act (S.C. 2023, c.9), which may require annual public reporting to the Minister of Public Safety regarding measures taken to prevent and reduce the risk of forced labour and child labour in supply chains. Helios may restrict, remove, or prohibit activity that appears to involve exploitative labor conditions even where the full facts are still under review. Examples A vendor requests quotes for parts while instructing suppliers not to disclose that production uses workers who cannot freely leave the worksite. An account promotes a sourcing arrangement that relies on workers paying unlawful recruitment debts before receiving wages. Practical guidance Assess labor risks before listing services or sourcing through Helios. Avoid opaque sourcing chains where worker treatment, legal compliance, or recruitment practices cannot be reasonably verified. 03 Child Labor Rules against unlawful or exploitative work involving minors. + Users may not use Helios in connection with unlawful child labor or activity that exploits minors in violation of applicable law. This includes, without limitation: Employing or sourcing labor from children below the minimum legal working age Exposing minors to hazardous industrial, manufacturing, or technical work contrary to law Misrepresenting worker ages, apprenticeships, or lawful employment status Using subcontractors or suppliers in a way that conceals unlawful child labor Where young workers are lawfully employed under applicable law, users remain responsible for ensuring legal protections, safety requirements, supervision requirements, and restrictions on hazardous work are fully observed. Examples A manufacturer posts a Helios listing while using an unverified subcontractor known to employ underage workers for hazardous shop-floor tasks. A supplier describes workers as “apprentices” to conceal that they are below the minimum legal working age for the type of work being performed. Practical guidance Confirm age requirements, lawful apprenticeship rules, supervision obligations, and hazardous-work restrictions before engaging young workers or suppliers that use young workers. 04 Forced Labor, Coercion, and Human Trafficking Forced labor, trafficking, deception, document retention, and unlawful restrictions. + Users may not use Helios in connection with forced labor, coercive labor practices, or human trafficking. Prohibited conduct includes, without limitation: Compelling a person to work through force, threats, coercion, intimidation, deception, or abuse of vulnerability Retaining passports, work permits, identity cards, or other personal documents improperly Restricting a worker’s freedom of movement unlawfully Using debt bondage or unlawful financial dependency to compel labor Trafficking persons for labor or services Using misleading promises about wages, conditions, location, immigration status, or job type to induce labor Examples A recruiter finds workers through a Helios-related lead, promises one wage, then uses threats of deportation or debt to force acceptance of lower pay. A company asks workers to surrender identity documents as a condition for completing work connected to a Helios transaction. Practical guidance Do not work with recruiters, labor brokers, or subcontractors that use document retention, threats, deception, debt pressure, or unlawful movement restrictions. 05 Recruitment and Employment Practices Fair recruitment, lawful terms, worker concerns, and third-party labor intermediaries. + Users are expected to use fair and lawful recruitment and labor practices. Users may not: Charge workers unlawful recruitment fees Mislead candidates or workers about wages, hours, duties, location, housing, immigration support, or job conditions Use deceptive contracts or hidden deductions Retaliate against workers for raising safety, wage, labor, or legal concerns Knowingly use labor intermediaries or recruiters engaged in unlawful or exploitative conduct Users are responsible for the labor practices of third parties they engage where those practices are connected to Helios activity. Examples A staffing partner charges workers unlawful placement fees for roles sourced through a Helios business relationship. A company advertises clean, safe, full-time work but uses hidden deductions and retaliates when workers complain about unsafe conditions. Practical guidance Use clear contracts, lawful wage terms, transparent deductions, and reputable recruiters. Investigate credible worker complaints instead of retaliating against them. 06 Wages, Working Conditions, and Workplace Treatment Unlawful wages, unsafe conditions, abusive treatment, and coercive discipline. + Users may not use Helios in connection with unlawful or exploitative working conditions. This includes, without limitation: Unlawful withholding of wages Unlawful deductions or wage manipulation Unsafe or hazardous work conditions where legal protections are ignored Denial of legally required rest, safety protections, or lawful working conditions Abusive treatment, intimidation, or coercive discipline Knowingly misrepresenting workplace safety, labor protections, or compliance standards. Helios may consider workplace safety and treatment concerns relevant where work arranged, promoted, or supported through Helios creates risk of labor exploitation or serious harm. Examples A shop accepts Helios-sourced work while withholding wages until workers complete excessive unpaid overtime. A vendor claims strong safety protections while requiring workers to perform hazardous production work without legally required safeguards. Practical guidance Maintain lawful wage practices, safety protections, rest periods, and respectful treatment. Do not make compliance claims you cannot substantiate. 07 Ethical Sourcing and Supply Chain Integrity Truthful claims about sourcing, audits, certifications, and worker protections. + Users may not make false, misleading, incomplete, or unsubstantiated claims about: Ethical sourcing Fair labor conditions Anti-trafficking compliance Supply chain due diligence Worker protections Social compliance certifications Audit results Origin or sourcing conditions Users must not use Helios to conceal abusive sourcing relationships, exploitative subcontracting structures, or supply chain practices that violate law or this Standard. Examples A seller markets components as “ethically sourced” but knows the upstream supplier failed a labor audit for forced-labor indicators. A company removes supplier names from documentation to hide that production is routed through a high-risk labor intermediary. Practical guidance Be precise with ethical sourcing claims. Keep supplier records, audit summaries, corrective-action plans, and origin data aligned with what you represent on Helios. 08 Subcontractors, Suppliers, and Third-Party Responsibility Responsibility for labor risks in connected subcontracting and supply chains. + If you use subcontractors, staffing agencies, suppliers, or service partners in connection with Helios activity, you are responsible for ensuring that their conduct does not violate this Standard. Users may not: Knowingly use subcontractors engaged in child labor, forced labor, or trafficking Structure sourcing or contracting relationships to avoid accountability Shift work to opaque or high-risk intermediaries to hide unlawful labor conditions Ignore credible warning signs of exploitation in the labor or sourcing chain connected to your Helios activity Helios may request information about sourcing, subcontracting, or labor practices where risk is reasonably suspected. Examples A company repeatedly shifts urgent work to an unknown subcontractor after receiving credible reports of coerced labor in that facility. A vendor refuses to identify a subcontractor while claiming that the subcontractor is responsible for all labor compliance issues. Practical guidance Apply due diligence to suppliers and labor intermediaries. Contractual delegation does not remove responsibility for high-risk conduct connected to your Helios activity. 09 False Certifications and Misleading Ethical Claims Fraudulent labor records, audit reports, declarations, and ethical sourcing statements. + Users may not forge, falsify, manipulate, or misuse: Labor compliance certifications Audit reports Supplier declarations Workplace safety records Social responsibility statements Anti-trafficking representations Ethical sourcing claims Misleading statements about labor, sourcing, or workforce conditions may be treated as both an ethical conduct issue and a fraud or marketplace integrity issue. Examples A supplier uploads an altered audit report to make a failed labor-compliance review appear passed. A vendor uses another company’s social responsibility certification to make its own listing appear compliant. Practical guidance Use only accurate, current, and authorized certifications or audit references. Correct outdated claims promptly. 10 Reporting Concerns What users should report and what information helps review. + Users are encouraged to report conduct or listings that appear connected to: Child labor Forced labor Trafficking Coercive recruitment Unsafe or exploitative working conditions Deceptive ethical sourcing claims Abusive subcontracting or supply chain concealment Reports should include as much detail as reasonably available, such as: The account, company, or listing involved Relevant communications or representations Supporting documents, screenshots, or links Dates, locations, or supplier relationships where known Explanation of why the conduct appears exploitative or deceptive Helios encourages good-faith reporting and may review such matters under its broader Trust & Safety and enforcement processes. Examples A user reports a listing that openly requests ultra-low-cost production while referencing a supplier alleged to use forced labor. A worker shares screenshots of messages showing deceptive recruitment terms tied to a Helios-connected project. Practical guidance Report with clear details. Preserve messages, listing URLs, screenshots, supplier names, and dates where available. 11 Helios Review and Response How Helios may review and respond to labor exploitation concerns. + Where Helios becomes aware of possible labor exploitation, trafficking risk, forced labor concerns, or deceptive ethical conduct, Helios may: Request clarification or supporting documentation Review related listings, profiles, files, or transactions Require compliance-related representations or evidence Restrict visibility, category access, or transaction activity Delay or deny payouts where permitted by policy or law Suspend or terminate accounts Report concerns to appropriate authorities, payment providers, partners, or affected parties Examples Helios may temporarily restrict a listing while reviewing allegations that the connected supplier uses coerced labor. Helios may request labor-compliance documentation before allowing a high-risk sourcing offer to remain visible. Practical guidance Respond promptly and truthfully to Helios review requests. Provide complete records where relevant and avoid continuing high-risk activity while concerns are under review. 12 Related Policy Violations Other Helios policies that may also apply. + Conduct that violates this Standard may also violate other Helios policies, including: Terms of Service Open policy Trust & Safety Policy Open policy Code of Conduct Open policy Restricted Activities & Prohibited Transactions Policy Open policy Marketplace Integrity & Anti-Fraud Policy Open policy Enforcement, Appeals & Account Actions Policy Open policy Examples A forced-labor sourcing concern may also create Trust & Safety, anti-fraud, restricted-activity, and enforcement issues. A false ethical sourcing certification may be reviewed as both a Modern Slavery Standard issue and a marketplace integrity issue. Practical guidance Review related policy obligations before posting high-risk sourcing, labor, supplier, or compliance claims on Helios. 13 User Responsibility for Compliance User responsibility for labor, employment, anti-trafficking, and sourcing compliance. + Users are solely responsible for complying with all laws and obligations applicable to labor, employment, anti-trafficking, supply chain, workplace safety, and ethical sourcing conduct connected to their use of Helios. Helios does not provide labor, employment, or regulatory advice. Users are responsible for ensuring that their own operations, contracting, sourcing, and worker relationships comply with applicable law. Examples A business cannot rely on Helios publication of a listing as proof that its labor model, staffing arrangement, or supplier chain is legally compliant. A vendor remains responsible for legal obligations even if its labor practices are managed by a third-party staffing provider. Practical guidance Consult qualified legal or compliance support when labor, employment, trade, or sourcing obligations are uncertain. 14 Policy Updates How Helios may update the standard over time. + Helios may update this Standard from time to time to reflect changes in law, industry expectations, platform activity, operational needs, or evolving trust and safety risks. When Helios updates this Standard, it will post the revised version on the Platform and update the “Last Updated” date above. Continued use of the Platform after the effective date of an updated version constitutes acceptance of the revised Standard, except where additional notice or consent is required by law. Examples Helios may update this Standard after changes in labor-supply-chain laws or new platform risk patterns. Helios may revise categories or review requirements as new sourcing or compliance risks emerge. Practical guidance Check the live policy page periodically, especially before posting labor, sourcing, supplier, or compliance-related services. 15 Contact and Reporting Where users can direct questions or reports about this standard. + For questions or reports relating to child labor, forced labor, trafficking, exploitative sourcing, deceptive ethical claims, or other concerns under this Standard, contact Helios through the applicable support or reporting channel on the Platform. Examples A user reports suspected child labor connected to a supplier listing and includes the company name, listing URL, communications, and supporting documents. A company requests clarification before posting claims about anti-trafficking compliance or social compliance certifications. Practical guidance When reporting, include enough context for review: accounts, listings, dates, locations, supplier relationships, screenshots, communications, and why the concern appears connected to labor exploitation or deception.

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GDPR Privacy Notice

Helios Help Center Privacy & Data Helios Help Center GDPR Privacy Notice Helios GDPR Privacy Notice. This GDPR Privacy Notice explains how Helios collects, uses, stores, discloses, and otherwise processes personal data of individuals in the European Economic Area, the United Kingdom where relevant local law aligns similarly, and other individuals where the General Data Protection Regulation (“GDPR”) applies. This Notice supplements the Helios Privacy Policy and should be read together with our Terms of Service and other applicable Helios policies. The GDPR requires transparent information about processing activities and applies to controllers and processors handling covered personal data. Jump to: Who This Notice Applies To Scope, Accountability & Purposes Related Privacy and Legal Policies Helios Privacy Contact 👥 Who This Notice Applies To This notice is intended for individuals in the European Economic Area (EEA) and other jurisdictions where the General Data Protection Regulation (GDPR) or similar data protection laws apply to Helios’s collection, use, or disclosure of personal data. 📄 GDPR Privacy Notice Sections 01 Scope This Notice applies to personal data processed by Helios in connection with use of the Helios platform... This Notice applies to personal data processed by Helios in connection with use of the Helios platform, including account registration, profile creation, marketplace participation, gigs, quick tasks, communications, support, trust and safety review, transactions, and related operations. For purposes of this Notice, “personal data” means information relating to an identified or identifiable natural person. The GDPR defines personal data broadly and applies to collection, use, disclosure, storage, and other forms of processing. 02 Controller Helios acts as the controller for personal data it determines the purposes and means of processing... Helios acts as the controller for personal data it determines the purposes and means of processing, such as account administration, platform operations, safety enforcement, support, and business administration. In some cases, Helios may also act as a processor on behalf of another party where the other party determines the purpose and means of processing. The GDPR distinguishes between controllers and processors and assigns obligations to each. Data Controller Contact Email: Privacy@helios.supplies 03 Categories of Personal Data We May Process Depending on how you use Helios, we may process categories of personal data such as... Depending on how you use Helios, we may process categories of personal data such as: Name, email address, phone number, account identifiers, and login details Company, role, professional background, certifications, service information, and profile details Communications, support requests, trust and safety submissions, and dispute-related records Payment, payout, transaction, and billing-related information processed directly or through service providers Files, documents, technical materials, portfolio content, and other information you upload or submit Device, log, usage, and platform interaction data Verification or compliance-related information where needed for fraud prevention, security, safety, or legal compliance Under the GDPR, processing must be tied to specified purposes and the categories of data processed should be described transparently to data subjects. 04 How We Collect Personal Data We may collect personal data directly from you, through platform features, or from third parties... We may collect personal data: Directly from you When you create or update an account or profile When you use platform features or communicate through Helios When you submit service requests, applications, verification materials, or support inquiries From transaction and payment workflows From service providers supporting operations, security, analytics, verification, or payments From other users or third parties where reasonably necessary for trust and safety, dispute handling, fraud prevention, or lawful platform operations 05 Purposes of Processing We may process personal data for purposes such as providing, maintaining, and improving Helios... We may process personal data for purposes such as: Providing, maintaining, and improving Helios Creating and managing accounts and profiles Enabling services, listings, gigs, quick tasks, consultations, and transactions Communicating with users and responding to support requests Verifying identity, authority, eligibility, or business affiliation Enforcing our policies, resolving disputes, and protecting users and the platform Detecting, preventing, and investigating fraud, abuse, security incidents, or unlawful conduct Complying with legal, regulatory, tax, accounting, and recordkeeping obligations; and Establishing, exercising, or defending legal claims The GDPR requires that personal data be collected for specified, explicit, and legitimate purposes and not further processed incompatibly with those purposes. 06 Lawful Bases for Processing Where the GDPR applies, Helios processes personal data only where a lawful basis exists... Where the GDPR applies, Helios processes personal data only where a lawful basis exists. Depending on the context, Helios may rely on one or more of the following: Consent where you have given consent for one or more specific purposes Contract where processing is necessary to enter into or perform a contract with you Legal obligation where processing is necessary for compliance with applicable law Legitimate interests where processing is necessary for Helios’s legitimate interests or those of a third party, except where overridden by your interests or fundamental rights and freedoms Vital interests or other lawful grounds where applicable These lawful bases are set out in GDPR Article 6. 07 Data Minimization, Accuracy, and Retention Helios aims to limit personal data processing to what is adequate, relevant, and necessary... Helios aims to limit personal data processing to what is adequate, relevant, and necessary for the stated purposes. We also take reasonable steps to keep personal data accurate and up to date where necessary, and we retain personal data only for as long as needed for the purposes for which it was collected, including legal, compliance, dispute-resolution, recordkeeping, and security needs. The GDPR includes principles of data minimization, accuracy, and storage limitation. 08 Disclosure of Personal Data We may disclose personal data to service providers, transaction counterparties, advisers, and authorities... We may disclose personal data to: Service providers and processors supporting hosting, infrastructure, analytics, communications, verification, support, security, payments, and payouts Transaction counterparties and other users where necessary to provide requested marketplace or collaboration features Advisers, auditors, insurers, legal counsel, and professional service providers Competent authorities, regulators, courts, or law enforcement where required or permitted by law Parties involved in a merger, acquisition, reorganization, financing, or sale of assets, subject to appropriate protections where applicable Where Helios uses processors, the GDPR requires processing arrangements that govern how processors handle personal data on the controller’s behalf. 09 International Transfers Helios may process or store personal data outside the EEA using approved transfer mechanisms... Helios may process or store personal data outside the EEA. When personal data is transferred outside the EU to a third country, the GDPR requires that the protection travel with the data through approved transfer mechanisms. The European Commission explains that transfers may be based on an adequacy decision or other safeguards such as standard contractual clauses and binding corporate rules. If Helios transfers personal data internationally, Helios may rely on: A European Commission adequacy decision, where available Standard contractual clauses or other approved safeguards Another lawful transfer mechanism permitted under applicable law The European Commission adopted the EU-U.S. Data Privacy Framework adequacy decision on July 10, 2023, for participating U.S. organizations, and the Commission continues to maintain adequacy-decision mechanisms more broadly under Article 45 GDPR. 10 Security Helios uses technical and organizational measures designed to protect personal data... Helios uses technical and organizational measures designed to protect personal data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or unauthorized access. The GDPR requires appropriate security of processing, taking account of the risk and the nature of the data involved. No method of internet transmission or electronic storage is completely secure, so Helios cannot guarantee absolute security. 11 Your GDPR Rights Where the GDPR applies, you may have rights such as access, rectification, erasure, and restriction... Where the GDPR applies, you may have the following rights, subject to legal limits and applicable exceptions: Right to be informed about how your personal data is processed Right of access to your personal data Right to rectification of inaccurate or incomplete data Right to erasure in certain circumstances Right to restriction of processing in certain circumstances Right to object to certain processing, including certain processing based on legitimate interests Right to data portability where applicable Right not to be subject to certain decisions based solely on automated processing, including profiling, that produce legal or similarly significant effects The European Commission lists these core data subject rights in its GDPR guidance for individuals and organizations. 12 How to Exercise Your Rights You may request to exercise your rights by contacting Helios at privacy@helios.supplies... You may request to exercise your rights by contacting Helios at: Helios Privacy Contact: Email:privacy@helios.supplies Helios may request information necessary to verify your identity and authority before responding. The European Commission notes that organizations must handle data subject requests relating to rights such as access, rectification, erasure, restriction, objection, and automated decision-making. 13 Complaints If you believe your personal data has been processed in violation of applicable law, you may lodge a complaint... If you believe your personal data has been processed in violation of applicable law, you may have the right to lodge a complaint with a competent supervisory authority in the EU or EEA member state where you live, work, or where the alleged infringement occurred. The GDPR establishes supervision and enforcement through independent supervisory authorities. 14 Automated Decision-Making Helios may use automated tools to support platform operations such as security monitoring and fraud detection... Helios may use automated tools to support platform operations such as security monitoring, fraud detection, ranking, matching, moderation support, or workflow triage. Where the GDPR applies and a decision is based solely on automated processing and produces legal or similarly significant effects, individuals may have rights and safeguards under applicable law. The European Commission identifies a right not to be subject to certain automated decision-making. 15 Changes to This Notice Helios may update this GDPR Privacy Notice from time to time to reflect changes in law or practices... Helios may update this GDPR Privacy Notice from time to time to reflect changes in law, regulatory guidance, platform functionality, or Helios data practices. When we do, we will update the date at the top of this Notice. 16 Contact Helios If you have questions about this Notice or Helios’s privacy practices, contact Privacy@helios.supplies... If you have questions about this Notice or Helios’s privacy practices, contact: Helios Privacy Contact Email: Privacy@helios.supplies Related Helios Policies Use these related Helios pages for additional privacy, legal, safety, and platform-governance context. Privacy Policy Terms of Service Trust & Safety Policy PIPEDA Privacy Notice California Privacy Notice Enforcement & Appeals Helios Privacy Contact Privacy@helios.supplies

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California Consumer Privacy Act / California Privacy Rights Act

Helios Help Center Privacy & Data Helios Help Center California Privacy Notice (CCPA/CPRA) This California Privacy Notice applies to California residents and supplements the Helios Privacy Policy. It explains how Helios collects, uses, discloses, and retains personal information, and describes rights available under the California Consumer Privacy Act, as amended by the California Privacy Rights Act. California law requires businesses to inform consumers about the categories of personal information collected, the purposes for collection and use, and whether personal information is sold or shared. How to use this page + Expand each section to review the relevant CCPA/CPRA topic, including collected information, use, disclosure, sale or sharing, sensitive personal information, rights, opt-out signals, retention, and contact information. Jump to: Who This Notice Applies To California Privacy Notice Sections Related Privacy and Legal Policies Helios Privacy Contact 👥 Who This Notice Applies To This notice applies to California residents whose personal information is collected by Helios in connection with use of the Helios platform. 📄 California Privacy Notice Sections 01 Scope This notice is specific to California residents and should be read together with the broader Helios Privacy Po... This Notice applies to personal information Helios collects from or about California residents in connection with use of the Helios platform, including accounts, profiles, service requests, listings, communications, support interactions, transactions, trust and safety reviews, and related operations. For purposes of this Notice, “personal information” has the meaning given under California law and generally includes information that identifies, relates to, describes, or could reasonably be linked with a particular consumer or household. California law also separately defines “sensitive personal information.” 02 Categories of Personal Information We May Collect Only collect and submit information that is accurate, relevant, and needed for the feature or request being us... Helios may collect the following categories of personal information, depending on how you use the platform: Identifiers, such as name, email address, phone number, account name, online identifiers, and similar contact details Customer records and account information, such as billing details, business affiliation, transaction details, and support history Commercial information, such as services requested, services offered, transactions, engagements, and related records Internet or other electronic network activity information, such as usage data, device data, log data, and interactions with Helios features Professional or employment-related information, such as skills, certifications, business role, experience, and profile information Education information or training-related information where users submit that information User-generated content, files, communications, technical materials, portfolio materials, and other content submitted through the platform Other information you choose to provide to Helios. Where applicable, Helios may also collect sensitive personal information, such as account credentials, certain financial information, precise geolocation if enabled in a feature, government-issued identification data submitted for verification, or other sensitive information permitted by law and reasonably necessary for the disclosed purpose. California law requires notice of the categories of personal information and sensitive personal information collected and the purposes for which they are used. Examples A user creates an account and provides a name, email address, company role, and profile details. A seller submits business verification information before receiving payout access. 03 Sources of Personal Information Personal information may come directly from users, from platform activity, from service providers, or from oth... Helios may collect personal information from: You directly Your use of the Helios platform Forms, profile submissions, service requests, communications, and support interactions Transaction and payment-related workflows Identity, business, fraud, security, or verification providers Analytics, hosting, infrastructure, and service providers Other users or third parties where reasonably necessary for platform operation, trust and safety, dispute handling, or legal compliance 04 Why We Collect and Use Personal Information Use of personal information should remain tied to disclosed business, commercial, legal, safety, security, and... Helios may collect, use, retain, and disclose personal information for business or commercial purposes such as: Providing and operating the platform Creating and maintaining accounts and profiles Enabling marketplace participation, service requests, gigs, quick tasks, consultations, and business interactions Processing transactions, billing events, payouts, refunds, and related financial workflows Verifying identity, authority, eligibility, or business affiliation Providing support and responding to user communications Detecting security incidents, fraud, abuse, deception, or unlawful conduct Enforcing Helios policies, contracts, and platform standards Improving the platform, features, search, matching, and user experience Complying with legal, regulatory, tax, accounting, recordkeeping, and dispute-resolution obligations California law requires businesses to disclose the purposes for which collected categories of personal information are used and restrict materially different uses without proper notice. Examples Helios uses transaction records to support billing, refunds, dispute handling, and fraud prevention. Helios uses account activity data to improve platform reliability and user experience. 05 How We Disclose Personal Information Disclosure should be limited to appropriate service providers, transaction participants, legal advisers, autho... Helios may disclose personal information to: Service providers and contractors Payment processors and payout providers Hosting, infrastructure, analytics, communications, and security vendors Verification, fraud-prevention, and support vendors Counterparties involved in a transaction or requested service Professional advisers, auditors, insurers, and legal counsel Regulators, law enforcement, courts, or other parties where disclosure is required or permitted by law California law requires contracts with service providers, contractors, and certain third parties when personal information is disclosed for covered purposes. 06 Sale or Sharing of Personal Information California residents should use Helios-provided opt-out methods where available and may also rely on recognize... Under California law, “sale” and “sharing” have specific statutory meanings. California consumers have the right to opt out of the sale or sharing of their personal information, including through a recognized opt-out preference signal such as Global Privacy Control where applicable. Helios does not sell personal information for money. Helios also does not knowingly share personal information for cross-context behavioral advertising. Helios may use cookies, pixels, analytics, or similar technologies that could be considered “sharing” under California law. California residents may opt out by using the “Do Not Sell or Share My Personal Information” link or other methods Helios makes available. Examples A California resident uses the available opt-out method to limit sale or sharing where applicable. A browser sends a recognized opt-out preference signal that Helios processes where legally required. 07 Sensitive Personal Information Sensitive personal information should be handled with added care and used only for permitted purposes such as ... California consumers may have the right to limit the use and disclosure of sensitive personal information in certain circumstances. Helios uses sensitive personal information only as reasonably necessary for permitted purposes, such as account security, verification, payment and transaction processing, fraud prevention, legal compliance, or other purposes allowed by California law. The CCPA specifically requires notice regarding categories of sensitive personal information collected and the purposes for which they are used. 08 Your California Privacy Rights Privacy rights may be subject to identity verification, scope limitations, legal exceptions, and other applica... If you are a California resident, you may have the following rights, subject to legal limitations and verification requirements: Right to know the categories of personal information collected, sources, purposes, and categories of third parties to whom information is disclosed. Right to access specific pieces of personal information Helios has collected about you. Right to delete personal information Helios collected from you, subject to exceptions. Right to correct inaccurate personal information. Right to opt out of the sale or sharing of your personal information. Right to limit certain uses and disclosures of sensitive personal information. Right to non-discrimination for exercising your California privacy rights. These rights are recognized in California’s official CCPA materials and regulations. Examples A California resident requests a copy of personal information associated with their account. A user asks Helios to correct inaccurate profile or account information. 09 How to Exercise Your Rights A complete request should include enough information for Helios to identify the account, verify the requester,... You may submit a request by contacting Helios through the methods listed below. Helios Privacy Contact: Privacy@helios.supplies Helios may need to verify your identity before processing your request and may ask for additional information reasonably necessary to verify the request, understand its scope, and protect against fraud. California’s regulations specifically address identity verification and consumer request handling. You may also authorize an agent to submit a request on your behalf, subject to applicable verification and authorization requirements under California law. Examples Helios asks for information to verify that the person submitting a request is the account holder. An authorized agent submits a privacy request and provides supporting authorization details. 10 Opt-Out Preference Signals Opt-out preference signals generally apply to the browser or device sending the signal unless broader applicat... Where required by law, Helios will process recognized opt-out preference signals, such as Global Privacy Control, as a request to opt out of sale or sharing for the browser or device, and in some cases for the consumer more broadly as required by law. California regulators and the Attorney General have expressly highlighted GPC as a mechanism for exercising opt-out rights. 11 Retention Retention periods should be based on operational need, legal obligations, dispute resolution, security, and pl... Helios retains personal information only for as long as reasonably necessary and proportionate for the purposes for which it was collected or processed, including to provide services, maintain records, comply with legal obligations, resolve disputes, enforce agreements, and protect platform integrity and security. California’s CCPA regulations address retention and require that businesses inform consumers of retention periods or criteria used to determine them. 12 Non-Discrimination Users should not receive unlawful adverse treatment because they exercised valid California privacy rights. Helios will not unlawfully discriminate against you for exercising your California privacy rights. The right to non-discrimination is expressly identified in California’s official CCPA materials. 13 Updates to This Notice Review the live notice periodically because privacy laws and platform practices may change. Helios may update this California Privacy Notice from time to time to reflect changes in law, regulation, platform practices, or operational needs. When Helios makes updates, it will revise the date at the top of this Notice. 14 Contact Helios Use the listed privacy contact for questions, requests, or concerns involving this California Privacy Notice. If you have questions about this California Privacy Notice or want to exercise your rights, contact: Helios Privacy Contact: Privacy@helios.supplies You may also have the right to file a complaint with the California Privacy Protection Agency, which is the agency established to implement and enforce the CCPA. Related Privacy and Legal Policies Privacy Policy PIPEDA Privacy Notice Terms of Service Helios Privacy Contact Privacy@helios.supplies

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Privacy Policy

Helios Help Center Privacy & Data Helios Help Center Privacy Policy At Helios, trust is a priority. This Privacy Policy explains how Helios collects, uses, shares, retains, and protects personal information when people use the Platform. The policy applies to students, experts, vendors, suppliers, companies, partners, and other users. Helios does not sell personal information and uses information to operate the Platform, support transactions, improve the user experience, protect the community, and comply with legal obligations. No sale of personal information GDPR / CCPA / PIPEDA awareness Stripe Connect and marketplace privacy coverage What this page helps users understand Use this page to understand what information Helios may collect, why it is used, when it may be shared, how long it may be retained, and what privacy rights may apply depending on location. Who this policy applies to This policy applies to users who create accounts, publish profiles or content, use marketplace features, participate in gigs or quick tasks, communicate with other users, make purchases, receive payouts, or otherwise access Helios. Important user control Users may be able to access, update, or delete certain information through their account or by contacting Helios, subject to applicable law, fraud-prevention needs, transaction records, and legal retention obligations. Jump to: Policy Overview Quick Privacy Guide Privacy Policy Sections Helios Privacy Contact 📋 Policy Overview This page organizes the Helios Privacy Policy into clear, collapsible sections so users can quickly understand what data is collected, how it is used, when it is shared, and what rights may apply. Collect responsibly Helios collects account, profile, content, transaction, device, and support information needed to operate the Platform. Use for platform purposes Information supports account management, marketplace matching, transactions, security, fraud prevention, support, and compliance. Share with limits Information may be shared with other users, service providers, payment processors, legal authorities, or business transfer parties when applicable. Protect and retain carefully Helios uses safeguards and retains records only as reasonably necessary for platform, legal, tax, security, and compliance needs. 🧭 Quick Privacy Guide 01 Know what is collected Review account, profile, content, payment, verification, device, and usage data categories. 02 Understand why it is used Helios uses information to run the Platform, connect users, support payments, secure accounts, and meet legal obligations. 03 Check sharing contexts Some information may be public, shared with service providers, processed by Stripe, or disclosed for legal compliance. 04 Exercise privacy rights Depending on location, users may request access, correction, deletion, restriction, portability, objection, or consent withdrawal. 📄 Privacy Policy Sections 01 Who We Are What Helios is and how users interact with the Platform. Helios is a human-led, AI-powered opportunity platform that connects manufacturing companies, experts, students, vendors, suppliers, associations, and other participants across end-to-end manufacturing and related industries. Users may create profiles, upload resumes and business information, publish content, list services or offerings, communicate with other users, participate in gigs or quick tasks, subscribe to services, make purchases, receive payouts, and engage with marketplace, learning, and community features. Privacy examples An expert profile may display the expert’s name, work history, certifications, skills, and public service descriptions. A company profile may display business details, posted opportunities, comments, reviews, or published resources. A payout-enabled vendor may need to provide additional identity, tax, and banking information for onboarding. Practical guidance Only publish information you are comfortable making visible to others. Keep profile, business, and payout details accurate and current. Do not upload confidential third-party files unless you are authorized to do so. 02 Information You Provide Directly Account, profile, content, communication, support, and preference information. Helios may collect information users provide directly, including: Name, email address, phone number, mailing address, and account credentials Profile information such as education, work experience, certifications, resumes, business details, service descriptions, and areas of expertise Content uploaded or submitted, including text, images, videos, files, manuals, guides, CAD files, technical documents, comments, reviews, and messages Communications with Helios or with other users through the Platform Information relating to services, listings, offerings, gigs, quick tasks, events, or content posted or purchased Customer support inquiries, feedback, surveys, and reports Marketing preferences and communication preferences Privacy examples A machinist uploads a resume and adds CNC programming experience to an expert profile. A vendor lists services and uploads product manuals or training material. A user contacts support about a transaction and provides screenshots, messages, or order details. Practical guidance Review files before uploading to avoid sharing confidential, proprietary, or personal information unintentionally. Use clear, accurate, and non-misleading profile information. Limit support submissions to details necessary to resolve the issue. 03 Payment, Payout, and Verification Information Billing, payout, tax, transaction, fraud, risk, compliance, and connected account data. If users use paid features, make purchases, receive payouts, activate provider or seller functionality, or engage in marketplace transactions, Helios may collect additional information such as: Billing details and payment method information Payout account and bank account information Transaction history, payment status, refund status, and chargeback-related information Legal name, business name, business registration information, and contact details Government-issued identification information, date of birth, and address information Representative and beneficial ownership information Tax identification numbers, taxpayer certifications, VAT/GST details, withholding forms, and related tax documentation Fraud, risk, compliance, dispute, and verification-related information This may include information collected or generated in connection with Stripe Connect onboarding, connected account setup, beneficial ownership review, tax reporting, dispute handling, reserve management, and fraud or compliance screening. Privacy examples An expert who receives payouts may need to submit tax and connected-account details. A business seller may need to provide beneficial ownership or representative information. A chargeback or refund case may require transaction records and supporting evidence. Practical guidance Submit accurate legal, tax, and payout information. Do not provide another person’s information unless you have proper authorization and required notices or consents. Review applicable Stripe terms and privacy documentation when using payment or payout features. 04 Information Collected Automatically Device, browser, IP, usage, cookie, referral, and diagnostic information. When users use Helios, the Platform may automatically collect certain information, including: Device and browser information IP address and approximate location Log data and access timestamps Usage data such as pages viewed, clicks, features used, searches performed, time spent, and interactions with content Cookie identifiers and similar tracking information Referral URLs and technical diagnostic information Privacy examples Helios may log when a user signs in, views a policy page, or searches for an expert. Technical diagnostic data may help troubleshoot page errors or account access issues. Cookie data may help remember preferences or support analytics where permitted. Practical guidance Manage cookies through browser settings or available consent controls. Keep account credentials secure and report suspicious login activity. Understand that approximate location from IP data may be used for security, compliance, or localization. 05 Legal Basis for Processing GDPR-related bases such as consent, contract, legitimate interests, and legal obligation. For users in the European Economic Area or jurisdictions with similar requirements, Helios may process personal data under one or more legal bases: Consent: optional information, certain cookies and similar technologies, and marketing communications where consent is required. Contractual necessity: account creation, Platform operation, transactions, payouts, support requests, and obligations to users. Legitimate interests: improving and securing the Platform, detecting fraud, recommending relevant content, supporting marketplace integrity, enforcing policies, and communicating with users. Legal obligation: compliance with laws, regulations, court orders, tax obligations, financial compliance requirements, and lawful requests from authorities. Privacy examples Marketing emails may rely on consent where required. Payout processing may be necessary to perform transaction-related obligations. Fraud prevention and account security may rely on legitimate interests or legal obligations. Practical guidance Review consent prompts carefully before opting in. Use privacy contact routes to object where applicable to legitimate-interest processing. Understand that some processing is required to provide core Platform services. 06 How Helios Uses Information Platform operation, account management, matching, transactions, security, support, analytics, marketing, and compliance. Helios may use personal information to: Provide, operate, personalize, maintain, and improve the Platform Create and manage accounts, profiles, listings, and marketplace functionality Match users with relevant services, people, opportunities, and content Facilitate communication, collaboration, and user interactions Process purchases, facilitate payouts, manage subscriptions, and support transaction-related services Verify identity and business information Prevent fraud, abuse, chargebacks, unauthorized activity, spam, and platform misuse Conduct sanctions screening, compliance checks, and risk reviews where appropriate Provide customer support and respond to questions, complaints, and requests Enforce Terms of Service, community standards, payment rules, and other policies Analyze platform performance, usage patterns, and product effectiveness Send administrative messages, service updates, policy notices, and legal notices Send marketing communications where permitted by law and in accordance with user preferences Comply with legal, tax, audit, reporting, and regulatory obligations Helios may also use information for connected account onboarding, identity and business verification, Stripe Connect-related payment and payout services, refund and chargeback management, reserve and hold decisions, and financial compliance obligations. Privacy examples Helios may recommend experts based on profile details and marketplace activity. Helios may review account or transaction data when suspicious activity is detected. Helios may send policy update notices or transaction-related emails. Practical guidance Keep notification preferences current. Use accurate profile and listing information to improve matching quality. Respond promptly to verification or compliance requests tied to transactions or payouts. 07 How Helios Shares Information Public areas, service providers, Stripe, legal authorities, and business transfers. Helios does not sell personal information. Information may be shared in specific circumstances, including with: Other users: public profile, resume, business profile, services, posts, comments, reviews, and other public-facing Platform areas. Service providers: hosting, analytics, communications, customer support, security, fraud prevention, identity verification, data storage, and operational tools. Stripe Connect and payment processors: payment, payout, transaction, identity, business, tax, device, fraud, verification, and compliance-related information as reasonably necessary. Legal authorities and compliance parties: where necessary to comply with law, protect rights and safety, investigate fraud or abuse, or enforce agreements and policies. Business transfer parties: in connection with an actual or proposed merger, acquisition, financing, restructuring, asset sale, bankruptcy, or similar corporate transaction. Privacy examples A public profile description may be visible to other users browsing Helios. A payment processor may receive information needed to process a payout or investigate a dispute. Helios may disclose records in response to a valid legal process or fraud investigation. Practical guidance Treat public profile fields as visible information. Review Stripe’s current privacy terms if using payment or payout features. Do not submit personal information about third parties unless you have authorization and required notices or consents. 08 International Transfers Transfers to the United States and safeguards for users outside the United States. If users are located outside the United States, information may be transferred to, stored in, and processed in the United States and other countries where Helios or its service providers operate. For users in the European Economic Area, United Kingdom, or other transfer-restricted jurisdictions, Helios aims to implement appropriate safeguards for international transfers where required by law, including contractual safeguards such as Standard Contractual Clauses or other recognized transfer mechanisms. Privacy examples A user outside the United States may access a U.S.-hosted Helios service. A service provider may process support or security data from a different country. Practical guidance Review the privacy policy before submitting sensitive or business-critical data. Contact Helios for privacy questions about international transfer safeguards where applicable. 09 Your Privacy Rights GDPR, CCPA/CPRA, PIPEDA, and related user-rights requests. Depending on location and applicable law, users may have rights to: Access personal information Correct inaccurate or incomplete information Request deletion of information Restrict or object to certain processing Request portability in a structured, commonly used, machine-readable format Withdraw consent where processing is based on consent Opt out of certain marketing communications Exercise additional rights provided under applicable privacy law Helios will not discriminate against users for exercising rights granted under applicable law. Users may exercise rights by contacting Helios support or the privacy contact listed below, subject to legal, security, contractual, tax, fraud-prevention, and compliance limitations. Privacy examples A user asks to correct an outdated phone number or profile detail. A user requests a copy of account information retained by Helios. A user requests deletion, but Helios must retain certain transaction or compliance records. Practical guidance Be specific about the right you want to exercise. Use the email address associated with your Helios account when possible. Expect identity verification before Helios processes sensitive account requests. 10 California Residents CCPA/CPRA rights, no sale of personal information, and no cross-context behavioral advertising sharing. California residents have the right to opt out of the sale or sharing of personal information. Helios does not sell personal information and does not share personal information for cross-context behavioral advertising. California residents who wish to exercise rights under the CCPA/CPRA may contact Helios through the privacy contact listed below. Privacy examples A California user requests information about categories of personal information Helios maintains. A California user requests correction or deletion, subject to applicable exceptions. Practical guidance Clearly state that the request is a California privacy request if applicable. Provide enough information for Helios to verify and locate the account. 11 Consent and Cookies Cookie use, non-essential cookies, analytics, marketing communications, and preference controls. Helios uses cookies and similar technologies to enhance user experience, analyze usage, remember preferences, and support certain platform features. Depending on location, Helios may request consent for non-essential cookies and analytics tools, marketing emails, newsletters or promotional notifications, and certain optional tracking or personalization features. Users may manage cookie preferences through browser settings, cookie banners or consent tools, or other controls Helios makes available. Users may withdraw consent where applicable, though some features may not function properly without certain technologies. Privacy examples A cookie remembers a user’s selected preferences. Analytics may help Helios understand which help articles users visit most often. A user opts out of promotional emails but still receives required service notices. Practical guidance Use browser controls to manage cookies. Review consent prompts before accepting optional technologies. Separate marketing opt-outs from required account, transaction, and policy notices. 12 Automated Decisions and Profiling AI-supported recommendations, fraud detection, ranking, search relevance, and safeguards. Helios may use limited automated tools, algorithms, and AI-supported systems to suggest relevant experts, services, suppliers, or content; recommend connections or opportunities; detect spam, fraud, suspicious activity, or policy violations; and improve search relevance, ranking, and personalization. Helios does not use solely automated decision-making to make decisions that produce legal or similarly significant effects on individuals unless permitted by applicable law and supported by appropriate safeguards. Privacy examples A user sees recommended experts based on profile needs or searches. A fraud tool flags unusual login activity for review. Search ranking uses platform signals to improve relevance. Practical guidance Keep profile information accurate to improve recommendations. Respond to verification requests if automated risk signals require review. Contact Helios if you believe a privacy or account decision needs review. 13 Data Retention How long Helios retains records and why some records may remain after deletion requests. Helios retains personal information for as long as reasonably necessary to fulfill the purposes described in the Privacy Policy, including to provide the Platform, maintain accounts, support transactions and payouts, provide customer support, enforce policies, investigate disputes or security incidents, comply with legal and tax obligations, and protect the integrity of the Platform. Payment, payout, tax, dispute, fraud-prevention, and compliance-related records may be retained for longer periods where required or permitted by law. A deletion request may not apply to records necessary for legal compliance, security, contractual obligations, tax, fraud prevention, or compliance reasons. Privacy examples Helios retains transaction records needed for tax, audit, or dispute purposes. Fraud-prevention records may be retained to prevent repeat abuse. Public profile information may be removed while required compliance records remain restricted internally. Practical guidance Before requesting deletion, download or save information you need. Understand that deletion may not remove records Helios must keep by law or for fraud prevention. Ask Helios to explain retained categories where applicable law gives you that right. 14 Data Security and Breach Response Safeguards, no absolute security guarantee, and personal data breach response. Helios uses reasonable technical, administrative, and organizational safeguards designed to protect personal information, including access controls, encryption where appropriate, secure storage practices, monitoring, and vendor management. No internet transmission or electronic storage method is completely secure, and Helios cannot guarantee absolute security. In the event of a personal data breach likely to result in risk to rights and freedoms, Helios will notify affected users and applicable supervisory authorities in accordance with applicable law, including within 72 hours for GDPR-subject breaches where feasible. Privacy examples Helios may monitor suspicious login activity. Access controls may restrict employee or vendor access to sensitive data. A qualifying personal data breach may trigger user and authority notification obligations. Practical guidance Use strong passwords and protect account credentials. Report suspected unauthorized access immediately. Do not share payout, tax, or verification details through insecure channels. 15 Children’s Privacy Helios is not intended for children under 18. Helios is not intended for children under 18, and Helios does not knowingly collect or process personal data from children under 18 without appropriate legal authorization. If a user believes a child has provided personal information to Helios in violation of the Privacy Policy, the user should contact Helios so the matter can be investigated and addressed. Privacy examples A minor attempts to create a Helios account without appropriate authorization. A parent or guardian reports that a child submitted personal information. Practical guidance Do not create a Helios account if you are under the permitted age. Report suspected child privacy issues promptly. 16 Changes to This Privacy Policy How updates are posted and when additional notice or consent may be provided. Helios may update the Privacy Policy from time to time to reflect changes in law, platform functionality, service providers, payment processes, data practices, or other operational needs. When Helios updates the Privacy Policy, the revised version will be posted on the Platform and the “Last Updated” date will be updated. Where required by law, Helios will provide additional notice or request additional consent. Privacy examples Helios updates the policy after adding a new payment or verification provider. Helios updates cookie disclosures after adding a new analytics tool. Practical guidance Review policy updates when notified. Check the Privacy Policy periodically if you use sensitive or transaction-related features. 17 Related Privacy and Legal Policies Helpful Helios pages connected to privacy, rights, platform conduct, and transactions. For related standards and jurisdiction-specific privacy details, review these Helios pages: California Privacy GDPR Privacy PIPEDA Privacy Terms of Service Trust & Safety Payments & Billing Enforcement & Appeals Helios Privacy Contact Privacy@helios.supplies