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Portal Pane

A component of a Home Page, which represents a specialized menu that allows users to access different information or do specific tasks directly from the Home Page.


System preferences that a user can set for his individual TeamConnect session. Preferences include color scheme and time zone, among other settings. Preferences settings are available from the Preferences link in the upper right corner of the user interface.

Process Manager

In TeamConnect workflow process, a TeamConnect group whose members are responsible for monitoring approval processes that are sent to approvers. Process Managers receive notifications of approval requests when there is an error. They may also be notified when a request is rejected or expired. They can restart an approval process to resolve errors, rejections, or expirations, or reassign the task of approving a request to other users when necessary. They can also reject approval requests.


Refers to a Record or instance of a Custom Object.

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