> ## Documentation Index > Fetch the complete documentation index at: https://docs.saphion.co.uk/llms.txt > Use this file to discover all available pages before exploring further. # Concepts > The words Saphion uses, explained once: Organisation, seats, Admin and Member, Projects and their roles, Actions, boards, dashboards, Creations, Beacon, connectors and the Bin. Saphion uses a small set of words consistently, in the app and in this manual. Learn them here and the rest of the manual reads easily. Each entry says what the thing is and where to read more, and where a word names something only Admins or seat holders can do, the entry says so. ## People and access ### Organisation The company's own space in Saphion. Everything in it, from people and Projects to files and settings, belongs to that Organisation and is kept apart from every other Organisation. You can belong to more than one and switch between them from the Organisation menu at the top of the sidebar. See [Sign in](https://docs.saphion.co.uk/sign-in.md#switch-organisation). ### Platform seat Every person who works in an Organisation, whether Admin or Member, uses one Platform seat. It includes everything in the core of Saphion and Beacon. Admins see the Organisation's seats under **Settings > Usage & billing**, where **Request more seats** asks Saphion for more. ### Product seat A specialist product such as CRM is used with a seat of its own, on top of the Platform seat. A product seat has a level: | Level | What it allows | | - | - | | **Member** | Works in the product. | | **Manager** | Also configures the product, for example its fields and stages, and sets targets for their team. An Admin who holds a seat is a Manager. | An Admin gives seats from the **Product seats** cell of a person's row on the Members page, or when inviting. A product can also be shared with someone at View or Comment level without a seat of their own. See [Invite and manage people](https://docs.saphion.co.uk/admin/members-and-roles.md) and [CRM overview](https://docs.saphion.co.uk/crm/overview.md). ### Admin and Member Every person in an Organisation has one of two **Access** levels. | Access | What it means | | - | - | | **Admin** | Manages people and Organisation settings. | | **Member** | Works with the Projects and Actions they can access. | Access is one of three separate checks. Your **Access** level, your access to the particular Project or record, and whether you hold a seat in the product each decide part of what you can do. A person who cannot see something may be missing any one of them. See [Sharing and access](https://docs.saphion.co.uk/work/sharing-and-access.md). ### Permission A named set of powers, for example the power to invite people, to view Companies and Contacts, or to see every Project. Every Member holds the default **Members** Permission. Most Permissions open no Project or record by themselves; only the **View**, **Comment on** and **Edit every Project** powers do. See [Teams and Permissions](https://docs.saphion.co.uk/admin/teams-and-permissions.md). ### Team A group of people who work together, with the Projects and Actions they own. Teams you belong to appear in the sidebar. ### Sharing Everything new starts private: yours and the people you invite. Nothing is open to the whole Organisation by default, and you share an item by inviting people by name. See [Sharing and access](https://docs.saphion.co.uk/work/sharing-and-access.md). ## Work ### Project One body of work: its Actions, files, people, dashboards and Beacon conversations in one place. A new Project is open only to the person who made it and the people they add. See [Projects](https://docs.saphion.co.uk/work/projects.md). ### Project roles Sharing a Project gives each person or team one of four roles. | Role | What it allows | | - | - | | **Viewer** | Read only. | | **Contributor** | Comment, and update and complete the Actions assigned to them. They cannot change deadlines or assignments. | | **Editor** | Edit, and assign Actions. They cannot change who has access. | | **Manager** | Edit, and change who has access. | The same four words are used when a product is shared. Items shared on their own, such as a board or a file, offer **Editor** and **Viewer**. ### Action A piece of work with an owner, a due date and a status. Your own open Actions are in **My actions**, each Project lists its own, and a record such as a CRM Opportunity can have Actions that follow it up. See [Actions](https://docs.saphion.co.uk/work/actions.md). ### Board and record A **board** is a table of **records** of one kind: Actions, Projects, Companies, Contacts and Opportunities are all records. Open any record to read and change it in the record panel, which also holds its Attachments, Comments and Activity. See [Boards, tables and views](https://docs.saphion.co.uk/work/boards-and-views.md) and [Record panel and attachments](https://docs.saphion.co.uk/work/record-panel-and-attachments.md). ### Field One column of a board: a piece of information every record can hold, such as a name, a date, a person, an amount of money, a choice or a link to another record. Admins and product Managers add and change fields. See [Fields](https://docs.saphion.co.uk/work/fields.md). ### View A saved way of looking at a board: the same records as a table, as lanes by status, on a calendar or as a timeline, narrowed by **Filter**, ordered by **Sort** and arranged by **Group**. Changing a view never changes the records. ### Dashboard A page of widgets, such as figures, charts and lists, read live from your records. Home, Company Overview and each product's Overview are dashboards, and you can make your own. See [Dashboards](https://docs.saphion.co.uk/work/dashboards.md). ### Creations Everything you made or were given, in one list: Documents, Dashboards, Boards, files and images. Open it from **Creations** in the sidebar, with tabs for **All**, **Private** and **Shared with you**. See [Favourites and Creations](https://docs.saphion.co.uk/work/favourites-and-creations.md). ### Contacts and Companies The business people and companies your Organisation works with. They are not the same as members, who are the people in your Organisation. See [Companies and people](https://docs.saphion.co.uk/work/companies-and-people.md). ### Archive and Bin **Archive** hides work everywhere else and keeps it until you restore it, with no time limit. **Delete** sends most items to the **Bin**, where they rest for 30 days before being removed; a Project or a chat is deleted permanently. See [Bin and restore](https://docs.saphion.co.uk/admin/bin-and-restore.md). ## Beacon ### Beacon Your assistant in Saphion. It works within your permissions: it can read and act only where you could yourself, and it asks before using a tool you have set to **Needs approval**. Chats are private to you. See [Chat with Beacon](https://docs.saphion.co.uk/beacon/chat.md). ### Skill Saved instructions that extend what Beacon can do. Type / in the Beacon box to use one. See [Skills](https://docs.saphion.co.uk/beacon/skills.md). ### Instructions and memory **Instructions** are standing direction Beacon follows, at three levels: your own, a Project's and the Organisation's. **Memory** holds facts you ask Beacon to remember. See [Instructions](https://docs.saphion.co.uk/admin/instructions.md) and [Memory and privacy](https://docs.saphion.co.uk/beacon/memory-and-privacy.md). ### Connector A link from Saphion to a system you already use, such as Microsoft 365. Admins choose which connectors the Organisation offers, and you connect your own account in **Settings > Your connections**. For each connector you decide when Beacon may use its tools. See [Connectors](https://docs.saphion.co.uk/beacon/connectors.md). ## FAQ > **What is the difference between a member and Member?** > > A member is anyone in your Organisation. **Member** is also one of the two Access levels, the other being **Admin**. Seat levels and Project roles are separate again: an Admin can be a Viewer on a Project, and a Member can be a Manager of one. > **Why can I open a Project but not CRM?** > > A Project follows sharing. A product follows seats. They are separate, so being let into one does not open the other. > **Is a Document the same as a file?** > > No. A file is something you uploaded or connected. A Document is something written in Saphion. Both appear in **Creations** or **Files**, depending on where they live. ## Related * [Sharing and access](https://docs.saphion.co.uk/work/sharing-and-access.md): Who can open what, and how to share. * [Teams and Permissions](https://docs.saphion.co.uk/admin/teams-and-permissions.md): Teams, Permissions and what each Access level can do. * [Projects](https://docs.saphion.co.uk/work/projects.md): The body of work that holds the rest. * [Chat with Beacon](https://docs.saphion.co.uk/beacon/chat.md): Your assistant. 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