Customer Guides
Helios Help Center
Glossary of Helios Terms
A reference guide to key platform terms, features, and engagement concepts on Helios.
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Platform & Account
AccountYour individual Helios user profile, including login credentials, personal settings, and activity history.
Category FilterA filter panel that displays searchable content types and allows users to narrow results to a specific category.
CollectionA saved shortlist of experts, services, businesses, or catalogs for quick reference.
Deletion RequestA support submission asking the Helios team to permanently remove a Workspace or Account from the platform.
Exclude ModeA search mode that removes results containing specified words from search results.
Helios Support PanelThe in-platform support tool used to submit requests, report issues, and contact the Helios team.
Keyword ModeThe default search mode that returns results containing any of the words in your search query.
Message HubHelios's centralized communication workspace where conversations tied to engagements and contacts are managed.
Notification SettingsThe settings area where users manage their notification preferences.
NotificationsThe notification center accessed from the navigation bar, where users receive updates about platform activity.
Notifications InboxThe notification panel displaying recent notifications in reverse chronological order.
OwnerThe user role with the highest level of administrative access.
Phrase ModeA search mode that returns results containing the exact phrase entered, in the same word order.
Profile CompletenessA percentage score indicating how much of an Expert Profile or Business Profile has been completed. A higher score improves profile visibility in Helios directories.
Result CountThe number displayed next to each category showing how many matching results were found.
Unread IndicatorA visual indicator showing which notifications have not yet been viewed.
WorkspaceYour organization's dedicated environment within Helios, where all members, files, Gigs, catalogs, and platform activity are housed under one account.
Workspace LogoThe image representing your organization, displayed in the sidebar and on your public-facing Business Profile.
Workspace NameThe visible name of your organization as displayed across the platform. Maximum 32 characters.
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Customers & Experts
All BusinessesThe default view displaying all businesses available in the Helios directory.
BranchA physical location or facility associated with a business, including address and contact details.
Business ProfileA structured company profile showcasing capabilities, certifications, equipment, and offerings.
Can't Find ExpertAn option that allows users to request expert types that are not currently available in the Helios directory.
Claimed ProfileA Business Profile that has been verified and is actively managed by a confirmed company representative.
CustomersBusinesses that you have identified as current, past, or potential customers.
Ecosystem RolesIndustry categories that describe a company's position in the manufacturing ecosystem and supply chain (for example, Contract Manufacturer, Job Shop, OEM, Industrial Distributor).
ExpertAn independent professional listed on Helios who offers services and expertise to businesses.
Expert PortalThe dedicated workspace environment for experts on Helios, providing access to expert tools, profile management, and engagement features.
Expert ProfileA structured profile showcasing an expert's skills, experience, certifications, and past work.
Experts ListingsThe directory of published Expert Profiles where businesses discover and evaluate experts.
HeadlineA short tagline summarizing a company's or expert's value proposition.
Hourly Rate RangeThe minimum and maximum hourly billing rate displayed on an Expert Profile.
Invite to GigAn action that sends an expert a direct invitation to apply to an open Gig posting.
Listing VisibilityA setting that controls whether a profile appears in the relevant Helios directory.
PartnersBusinesses that you have designated as partners within your network.
Publish to InternetA setting that creates a public-facing profile page accessible outside of Helios.
Skills & CompetenceA structured list of an expert's skills organized by category, including a maturity level from 1 to 5.
Types of WorkThe engagement models an expert accepts, including Gigs & Contracts, Full-Time, Part-Time, Temporary/Seasonal, or Flexible Engagement.
Unclaimed ProfileA Business Profile that exists in the Helios directory but has not yet been verified or managed by the company.
Ways I WorkAn expert's preferred work delivery methods, including Remote, On-Site, Hybrid, or Travel-Based.
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Engagements & Payments
All ServicesThe tab displaying all available Services offered by experts on Helios.
Applications TabA section where experts track the status of their submitted Gig or Quick Task applications.
Billing TabA section where experts manage Work Records and view invoice details for active engagements.
ContractA signed agreement between a business and expert governing an engagement — scope, payment, and terms.
ContractedThe status indicating an offer has been accepted and the engagement is underway. Applies to Gigs and Quick Tasks.
GigA custom project posted by a business for experts to apply to with tailored proposals.
Gig OwnerThe person at the business responsible for managing a Gig posting.
Gig PostingA detailed Gig listing created by a business that defines the project scope, timeline, required skills, and payment details for expert applications.
HiringThe status indicating a business is actively reviewing expert applications. Applies to Gigs and Quick Tasks.
History TabA record of Gig or Quick Task activity, updates, and status changes.
InvoiceA payment document generated after a Work Record is reviewed and the contract is completed.
OfferingThe status indicating a business has selected a candidate and made an offer. Applies to Gigs and Quick Tasks.
Payment TypeThe pricing structure for a Gig or Quick Task, such as Fixed Price or Hourly Rate.
PostedThe status indicating a Gig or Quick Task has been published and is accepting applications or responses.
Posting TabA section displaying the full details of a Gig or Quick Task, including scope, timeline, required skills, payment information, and attached files.
ProposalAn expert's formal response to a Service request, including scope of work, timeline, delivery details, and payment terms.
Quick TaskA short, focused request for fast-turnaround expert help — troubleshooting, quick reviews, or targeted input.
Request ServiceThe action used to initiate an engagement with an expert through a Service.
Request Status PipelineThe workflow tracking a Service request: Requested → Proposal Submitted → Review & Sign → In Contract → Completed.
Requested ServicesA list of Services that you have submitted a request for and are actively tracking.
ServiceA packaged expert offering with defined scope, deliverables, and pricing — requestable by businesses.
Service ListingA specific Service entry created by an expert, including title, description, delivery method, pricing, and expected deliverables.
Share GigAn action that generates a shareable link allowing a business to invite specific experts to view or apply to a Gig.
Share Quick TaskAn action that generates a shareable link allowing a business to invite specific experts to view or respond to a Quick Task.
StripeThe payment platform used by Helios to process all engagement payments securely.
Work AuthorizationThe legal work eligibility requirements that applicants must meet for a Gig.
Work RecordA submission by an expert documenting completed work — triggers invoice generation and business review.
Work SiteThe location or delivery method for completing Gig work, including Remote, On-Site, or Hybrid.
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Productivity Tools
ActivityA task or work item on the Helios task board. Can be linked to a Project or Equipment Record.
All DocumentsA view showing every file stored in Helios Drive, making it easy to find files without navigating folders.
AnnotationA markup added to a document page in the Document Viewer, including highlights, text notes, shapes, underlines, strikethroughs, and sticky notes.
ArchivedThe status of an Equipment Record that has been decommissioned or removed from active use while remaining available for historical reference.
BookmarkA saved reference to a specific catalog page or file. Bookmarks can be organized into collections for quick access from the Bookmarks workspace.
Bookmark TitleThe label assigned to a saved bookmark to make it easier to identify.
BrandA manufacturer or supplier whose product catalogs are available in Catalogs+.
Brands DirectoryThe alphabetical index of all brands available in Catalogs+.
CatalogA document published by a manufacturer or supplier containing product information, specifications, and technical data.
Catalog ListingA catalog entry displaying information such as the cover image, title, publication year, brand, and product category count.
Catalogs+Helios's centralized tooling catalog library — thousands of PDFs from hundreds of brands, searchable and organized in one place.
Document PreviewA thumbnail image of the bookmarked page displayed in the bookmark list for quick visual reference.
Document ViewerHelios's built-in document reader for viewing and interacting with catalogs and other supported files. Supports page navigation, zoom, search, annotations, bookmarks, and printing.
Equipment RecordA digital profile for a single piece of equipment containing its details, files, history, and linked activities.
Helios DriveHelios's built-in secure cloud file storage workspace.
Kanban BoardA visual task board that displays activities organized into status columns.
PageThe specific page within a document or catalog saved as part of a bookmark.
PageWeaverA feature that compiles bookmarked pages from multiple catalogs into a single custom PDF.
Pending ActivitiesThe number of open activities associated with an Equipment Record that have not yet been completed.
Personal / HomeA private Helios Drive area containing files and folders visible only to you.
ProjectA grouping that organizes related activities into a single initiative or workflow.
+ NewThe action button used to create folders and upload files within Helios Drive.
Request or UploadA feature that allows users to request a missing catalog or upload one for review and inclusion in Catalogs+.
Saved to DriveCatalogs or files saved to Helios Drive for continued access and reference within the platform.
Workspace FolderA shared folder within Helios Drive where team members can access and collaborate on files requiring shared access.
