Glossary

The words below appear on QortexOS screens. Each definition describes what the term means where you meet it, nothing more.

as of - Screens that show a calculated figure state the date it was calculated. Connector Health, for example, labels its statistics "Health statistics as of date". Read it as the age of the number, not the time you opened the screen.
Auto-refresh - A control some screens carry that re-reads the data on a set interval. It reads Auto-refresh when off and Auto-refresh on when running, with a Refresh interval setting beside it. When the figures on screen have aged, the control reads "Data is stale - refresh".
Business criticality - A label you give a connector when you set it up: Critical, High, Medium, or Low. It records how important that system is to your operation.
Change data capture - A connector setting on the sync schedule step. Its helper reads "Stream incremental changes where the provider supports it." Not every system offers it.
Connector - One configured connection between QortexOS and one of your systems. A connector names a system, a sync schedule, and the data sets it pulls.
Connector Health - The screen listing your connectors with their health, status, uptime, last successful sync, and next sync, plus controls to force a sync, test the connection, and pause or resume syncing.
CSAT - Customer satisfaction. One of the connector categories, covering the survey tools that collect feedback from your clients.
Draft connector - A connector saved with Save as draft rather than Activate connector. The screen explains it: "Saves the connector paused, without a connection test."
First sync - The first run of a newly created connector, started with Run first sync. Optional data sets can be turned off before it runs; required ones stay locked.
Invitation - The record created when you invite someone to your organization. It carries a status of Pending, Accepted, Expired, or Revoked. The invite panel states that "They receive an email with an acceptance link that is valid for 7 days."
Manage billing - The button on the Subscription screen that opens the billing portal. Plan changes, cancellation, invoices, and payment methods are handled there, not in QortexOS.
Multi-Tenant - The plan for running a portfolio of operations side by side, isolated from each other, under one organization. The number of tenants is chosen at sign-up.
Not available - What a screen shows in place of a value it does not hold. QortexOS shows this rather than a blank space or a zero, so a missing figure is never mistaken for a real one.
Organization - Your company as QortexOS holds it: the entity that signs up, carries the subscription, and contains your team. An organization holds one tenant or several.
Payment recovery status - A row on the Subscription screen, shown when a payment has failed and is being retried. It reads Retrying, Grace period, Retries exhausted, or Recovered.
Provider - The external product a connector talks to, such as ConnectWise Manage, QuickBooks Online, or Xero. You pick one on the first step of connector setup.
PSA - Professional services automation. One of the connector categories, covering the system your team runs tickets, time, and billing in. A connector's category shows in the Type column on Connector Health.
QortexOS Pulse - The screen you land on after signing in, reached from Overview inside the Home section of the sidebar. Its sub-line reads "Your daily read on the health of the business."
RMM - Remote monitoring and management. One of the connector categories, covering the system that monitors and manages endpoints.
Role - What a team member is allowed to do. QortexOS has six, from narrowest to widest, each including everything the roles before it in this list can do: Viewer (read-only access to tenant data), Contributor (view and create or update data in assigned areas), Team Lead (team-level oversight and approval authority), Manager (department-level management and approval authority), Administrator (full administrative access to tenant), and Owner (tenant owner with full control).
Signal - The word QortexOS uses for one read on the business, such as cash position, profitability, revenue, capacity, or client health. Signals appear as signal cards on QortexOS Pulse.
Subscription status - The state of your subscription, shown as a pill on the Subscription screen. Values include Active, Trial, Past due, Paused, Cancelled, and Expired.
Sync - One run of a connector pulling data from its system. Runs appear under Recent sync activity on Connector Health.
Sync frequency - The schedule stored on a connector, chosen on its sync schedule step: Every 30 minutes, Hourly, Daily, Weekly, or Monthly.
Team member - A person with an account in your organization. The User Management screen lists them under the heading Team members.
Tenant - An isolated set of data inside your organization. A single business has one. A Multi-Tenant subscription has several, one per client operation, kept separate from each other.
Two-factor authentication - A second step at sign-in: a six-digit code from an authenticator app, on top of your password. The setup screen names 1Password, Authy, and Google Authenticator as examples of apps you can use.

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