# Glossary

> The words CapZero uses on screen, and what each one means.

The words you see in CapZero, in alphabetical order. Labels in **bold** are written exactly as the app shows them.

## Agent

An AI or software helper that belongs to your organization. It works with its own key and only the permissions you give it. Admins manage agents in **Organization settings** under **Agents**.

## Agent key

The secret an agent uses to sign in. It's shown once, when it's created. A key can expire, and an admin can rotate or revoke it under **Agent keys**.

## App

A set of screens, records and rules that your organization installs, such as a CRM. Each installed app has its own icon in the rail on the left. Admins add one with **Add an app**. Some screens call an app a *product*: **Customize products** in **Organization settings** is where admins change what an app keeps track of.

## App role

A role an app adds, such as reviewer, given to a member on top of their organization role. Admins give app roles in **Members**, with **App roles**.

## Approval

A sign-off on one exact version of something. If what was approved changes, the approval no longer counts. You answer with **Approve** or **Reject**, then **Send decision**. Approving needs [two-step verification](#two-step-verification), and the person who asked for an approval never answers it. See [Approvals with MFA](/concepts/approvals-with-mfa/).

## Ask

A question that needs a person, such as supplying a fact or granting access, with the answers it accepts. Asks waiting for you are under **Needs your decision** on **Home**.

## Audit

The history of who changed what in your organization, newest first. Admins see it in **Organization settings** under **Audit**. A record's own history is its **Activity**.

## Connection

An outside account, such as a mailbox, linked to your organization, and what it can reach. Admins manage them in **Organization settings** under **Connections**.

## Data loads

Files from your other systems, checked against their totals before they change anything. Rows that don't fit are held for a person to look at. In **Organization settings** under **Data loads**.

## Export

One download of your organization's records, files and audit history, without any secrets. In **Organization settings** under **Export**.

## Hash

A release's fingerprint: a long string of letters and numbers computed from everything the release froze. The same data always gives the same hash, and any change gives a different one. A release's page and its public page both show it.

## Home

Your starting page in an organization, and the first icon in the rail. It shows [**Your work**](#your-work), [**Needs your decision**](#needs-your-decision) and your apps.

## Inbox

All your [notifications](#notification) in one list. Your assigned work isn't here: it's under [**Your work**](#your-work) on **Home**.

## Invitation

An emailed link that lets one person join your organization. It lasts 7 days, and an admin can **Resend** or **Revoke** it in **Members**.

## List

A collection of existing records with extra columns of your own. Adding a column to a list doesn't change the records. Under **Lists** in the rail.

## Member

A person in your organization, with the roles they hold. Admins see everyone in **Organization settings** under **Members**, and add people with **Invite someone**.

## MFA

Multi-factor authentication: another name for [two-step verification](#two-step-verification).

## Needs your decision

The [asks](#ask) and [approvals](#approval) waiting for you, on **Home**, with the one due soonest first.

## Notification

A short message that someone assigned you a record or mentioned you, or that something of yours is due. Open them from the bell at the top of the page. They're all kept in your [**Inbox**](#inbox).

## Organization

A company or team that uses CapZero, with its own members, apps and data. If you belong to more than one, switch between them with the organization's name at the top left. Some screens call an organization a *workspace*.

## Organization settings

Where admins run the organization: members, apps, connections, agents and more. Open it from your account menu at the bottom of the rail.

## Public form

A form anyone with its link can fill in without signing in, for example to send your organization a request. Admins publish them in **Organization settings** under **Public forms**.

## Public page

The address where anyone can read a published [release](#release), without signing in. It shows the release's number, publication date and [hash](#hash), with **Download CSV** beside each table. A publication's page in the app shows its address under **Public page**.

## Publication

A document an app publishes for people outside your organization. Each version of it is a [release](#release), which is approved and then published. An app's publications are under **Publications** in its sidebar, for the people who build or approve them. See [Releases](/concepts/releases/).

## Record

One item an app keeps track of, such as a contact or a deal.

## Recovery code

A single-use code that signs you in when you can't use your passkey or authenticator app. You save your recovery codes when you turn on [two-step verification](#two-step-verification).

## Release

One build of a [publication](#publication), frozen, with its [hash](#hash). A person approves a release and then publishes it, and its public page shows exactly what it froze. A release never changes: a correction is a new release. See [Releases](/concepts/releases/).

## Role

A named set of permissions. Every member has one: **admin** can do everything, **member** can see records and do work, and **viewer** can only look. Apps can add their own [app roles](#app-role).

## Sandbox

A separate copy of your organization for testing and training. Nothing done in a sandbox reaches anyone outside it. A **Sandbox** badge shows at the top of the page while you're in one.

## Single sign-on

Signing in through your company's own identity provider instead of an emailed code. Admins set it up in **Organization settings** under **Single sign-on**, and members then choose **Continue with organization SSO**.

## Take down

Removing a published publication from its [public page](#public-page): the page and every download of it go at once. **Publish again** on one of its releases puts it back at the same address. Only a person who may approve its releases takes it down.

## Two-step verification

A second proof of who you are when you sign in: a passkey, or a 6-digit code from an authenticator app. Also called MFA. Approvals and other decisions need it ([Approvals with MFA](/concepts/approvals-with-mfa/)). Turn it on from your account menu, with **Two-step verification**.

## View

A page that shows an app's records: a table, a board, a dashboard or one record's own page. An app's views are in its sidebar.

## Webhook

A way to send your organization's events to your own systems, signed so you can check they came from CapZero. In **Organization settings** under **Webhooks**.

## Workflow

An automation of your own that connects your apps. Under **Workflows** in the rail.

## Your work

The tasks and follow-ups assigned to you from every app, grouped as overdue, due today and due this week. On **Home**.
