Accounts

Records used for tracking various amounts of money allocated for specific purposes. There are two kinds of accounts: Budgets and Reserves.

This term can refer to the system object definition called Account, that can be used for tracking various amounts of money allocated for specific purposes.

It can also refer to the TeamConnect records that store the User and Group information, such as name, password, rights and so on. User and Group Accounts can be accessed only by the designated users, such as TeamConnect administrators, on the Admin tab.

Action 

There are two types of actions in TeamConnect—wizard actions and rule actions.

A wizard page action is an action that is triggered by a page transition in a Wizard. For example, when a user is creating a Record using a wizard, the wizard can do one of the following actions:

• Populate a field in the record with a specified value.
• Execute a Java class file, which can create another record, do a calculation, or do another task automatically.

For more details about wizard actions, see Creating Custom Pages.

A rule action is an action that TeamConnect performs when a Rule is triggered in TeamConnect. Depending on the type of rule, the action that the rule executes could be the following:

• Deny the user the ability to do an operation, such as delete, post, void, update, or create a Record, and display a message to the user.
• Allow the user to do one of the operations above (in other words, do nothing).
• Send the record into a Route of users who can approve or reject the operation attempted by the user.
• Do Custom Actions specified in a JavaScript or Java class file, such as create a record or interact with an outside application (such as Microsoft Exchange).

For more details about rule actions, see the Rule Actions.

Address Books

Groups of Contacts created by each user as desired. Each user can organize person and company contacts into logical groups. A user could create a group of contacts with whom he or she frequently interacts, so that their phone numbers are easily accessible when needed. Members of address books who are also Users can be added as attendees to appointments.

Admin Rights 

These are access rights to features available from the Admin tab in the user interface. These include user records, group records, Admin Settings area, and logger rights.

Administrator (TeamConnectAdmin user) 

A user (such as TeamConnectAdmin) whose job responsibilities include creating or maintaining user and group accounts, specifying the appropriate admin settings for the organization, and managing logs.

Appender 

A definition of a system or audit log. Appenders can be of various types, including SMTP, socket and file. File appenders are the most commonly used, as the logging statements are simply captured in a file. A log can be a general TeamConnect log, or it can be associated with a specific logger, so that it captures messages only from a certain TeamConnect area, such as portal panes or custom blocks.

Applet 

A small utility written in Java. In TeamConnect, applets can be used for the document screen interface and the hierarchical item selector. If applets are enabled on the system, users can enable them for their own use on the Preferences tab of the Preferences screen.

Add-In

Add-in is an extension that integrates additional features or services directly into Office applications like Outlook, Excel, or Word. Unlike plugins, add-ins are designed to run across multiple platforms (e.g., desktop, web, and mobile) and are typically web-based, enhancing application capabilities without altering the core software

Add-In Installer

An Add-in Installer is a tool or application that facilitates the setup and integration of add-ins—software components that extend the functionality of host applications, such as Microsoft Office 365 (O365) products like Outlook, Word, and Excel.

Application

A software program specialized for a particular purpose, for example word processing or email.

Application Programming Interface (API) 

A set of object classes that expose public methods the TeamConnect system.

A language and message format used by a program to communicate with an operating system, database management system, communications protocol, or some other control program. For TeamConnect, the Web Services API provides services equivalent to end-user functionality in the application user interface (UI).

API Keys

An application programming interface (API) key is a code used to identify and authenticate an application or user. They also act as a unique identifier and provide a secret token for authentication purposes.

API Rule 

See Custom Action.

Appenders

Appenders are used in the logging process to separate out specific components of the logs.

Application Server 

In a TeamConnect environment, the application server hosts the TeamConnect .WAR or .EAR file. In TeamConnect properties files, the application server might also be called the host.

Appointments

Events, engagements, or meetings scheduled for a particular purpose at an assigned place and time with specific Resources. Appointments can be made only for Users who become the appointment's Attendees. Appointments can be easily associated with specific Projects if necessary.

Approval

Authorization from one or more users (known as approvers) which is required for certain actions that are attempted by users. For example, deleting a matter, posting an invoice, or changing the phase of a matter could require approval and therefore trigger an approval process. When you trigger an approval process, you are considered the requestor in the approval process. The attempted action is completed upon the final approval.

Approvals are the major component of TeamConnect Workflow.

Approval Queue

The list of All the Line Items which are in users My approvals page.

Approvers

Designated Users who have the authority to approve or reject certain actions attempted by users of TeamConnect. There can be several approvers at each level of the Approval process. This approval level is also known as an approval Stop. During an approval process, approvers may be able to send the approval request to reviewers for review before they make their decision. Approvers can view their approval requests on the My Approvals screen.

Assignees

TeamConnect Users who are assigned to Projects or Tasks. There can be one or several users assigned to a project. The main assignee is in charge of the whole project, whereas the rest of the assigned users are responsible for certain parts of the project. In tasks, there can be only one assignee at a time. All assignees can be re-assigned, if necessary.

Contacts who are Involved in the project are different than assignees. For example, you select outside counsel to work on a matter; you do not assign outside counsel to a matter because they are not users.

Attendees

TeamConnect Users who are listed as taking part in an event, such as a meeting or conference call, for which there is an Appointment scheduled. Only users, not external contacts, can be attendees.

Attributes 

Building blocks of Objects, which represent data entered by end users. Attributes correspond to columns within tables in the database.

For example, every Custom Object consists of over a dozen attributes, all of which are listed in the main database table for that object: mainAssignee, createdOn, CreatedBy, ClosedOn, defaultCategory, and so on. The corresponding collection of data constitutes an object record.

You use attributes to identify their corresponding fields when working in various areas of TeamConnect, such as Search Views, Rules, and Wizards. To navigate through selecting the necessary attributes, you can use a tool called Object Navigator. For details, see Using Object Navigator.

Audit

A review or log of all changes made to records to track who did what and when.

Audit Settings 

Settings for tracking the actions of users—which screens they access, which selections they make in the screens they visit, when they log in and log out, and other actions.

Automated Action 

An action performed when a rule is triggered that is driven by a Javascript or Java class file. For example, a related Record can be automatically created when the rule is triggered. For more details, see Writing Automated Actions.

Authentication 

In the TeamConnect Web Service environment, authentication is the process by which a client program establishes trusted status with the TeamConnect system (database). This is accomplished by providing a valid TeamConnect user name and password in the security header section of each Web Service request.

For more information, see SOAP Message Security Header.

Authorization 

Permission to access a resource controlled by a server. Authorization typically occurs after a server evaluates the access control list (ACL) associated with a resource. The types of events that require authorization to TeamConnect include user login, running TeamConnect rules, and running Web Service requests.

Azure Keys

Azure keys are a type of object that can be stored in Azure Key Vault, along with secrets and certificates. To know more on this, visit https://learn.microsoft.com/en-us/azure/key-vault/general/about-keys-secrets-certificates