Is there a glossary of terms?

Active account

The Block user status references the existence of a relationship and status of a user's GraceBlock's account specifically for a single Block within a Zone. A user can belong to and can have varying statuses for each Zone (see Zone user status) and Block (the Block user status) in GraceBlocks. 

• Pending Block User: This individual has been created in the Zone and Block but has not yet been invited. 
• Invited Block User: This individual has been added to and also invited to participate in the Block but has not yet accepted the invitation. 
• Active Block User: This individual has been added and invited to a Block, has accepted their invitation to join the Block, and have successfully logged into the Zone at least once.
• Removed Block User: This individual is still an active Zone user but has been removed from accessing the Block moving forward. Note: Historic information about removed Block users is still visible in the Block, even though the user is no longer shown as associated with the Block.

See managing Block users.

• Zone builder: This role is given to a GraceBlocks user in the Users Block for <Zonename> () on the Users tab () in the Zone role column. This role is granted by other Zone builders or Zone owners. When the role is assigned to a user, that user can add and manage Blocks inside the Zone, even though they are not a Zone owner.
• Block builder: This role allows GraceBlocks users to perform administration (building) inside the Blocks where they are granted this authority. The role is granted by Zone builders and Block builders from inside each Block under Account Management () (to the right of the Block name while inside the Block) in the Block role column. In addition to having the highest security access level granted (Security Access Level 2) for the Block, users with this role can manage users and roles for the Block, configure tabs and fields, and configure detail pages within the Block.

Learn more about building.

Learn more about managing Zone users.

Learn more about roles and security access levels.

The following areas in spreadsheet view also support drag-related productivity options but do not show the Drag icon:

• You can drag columns to change ordering in spreadsheet view using the hand icon which appears.
• Drag handle in the bottom right corner of an outlined cell to copy the same value into cells below it. 
  (Pro tip: to drag values of selection fields, such as field-type-single select press Esc when the cursor is inside the cell to exit edit mode and activate the drag option.)

Displays the user who created the record. Learn more: field type: added by.

Creates fields that are masked with hash marks *** limiting the display of all or part of the cells in the field, and allowing only authorized users to unmask these fields. Learn more: field type: masked text.

Called Idea Sprout, this GraceBlocks community is where users of GraceBlocks can learn, collaborate and share ideas with the team at GraceBlocks. In addition to general discussion, the community supports the ability of community members to suggest and vote on features. Join the conversation at the following URL and clicking to access Idea Sprout. (You do need to be a registered user to gain access to this page): https://www.graceblocks.com/support

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Learn more about managing users.

For each tab, Block builders can specify up to three fields on the tab to clearly specify records for this tab in various places throughout the Zone. For example, users can find and view records using the record identifier when interacting with related records.

For example, if I'm working with a tab of contacts, I may use two fields, (1) first name and (2) last name, as the record identifier fields.

By default, the record identifier is the first column of the tab. However, after tab creation and once more fields have been added to the tab, you can change this value by editing the tab properties. Read more about managing tabs and defining the record identifier.

Within both Zone and individual Blocks, the user's role controls the available capabilities. There are two types of roles: 

• Zone role: This role applies to the user throughout the entire Zone. Two Zone roles exist, Zone owner and Zone builder. The role is assigned in the Users Block for <Zonename> () through the Users tab ()> Zone role column. It is granted by other Zone builders or Zone owners.
• Block role: This role applies to the user for the specific Block. Four Block roles exist, Block builder, General User, Level 1 User, and Level 2 User. (The latter three are also known as Block end users.) The Block role is granted from inside each Block, under Account Management () (to the right of the Block name while inside the Block) using the Block role column. It is granted by Block builders. (Upon building a Block, Zone builders automatically receive the Block builder role for the Block.)

Learn more about Roles and Security Access Levels.

Send invitation is an action that a Zone builder or Block builder takes after adding a user to a Zone or Block. After the builder adds the user, the Send Invitation button appears on the record row. When the builder clicks the button, GraceBlocks sends the individual an email with a link to access the Zone. Upon validation of their account, the user can enter the Zone with the roles granted to them, allowing them to see any Blocks where they have been given a Block role for the Zone.

Read more about managing Zone users.

The Zone user status references the relationship and status of a user's GraceBlocks account, specifically for a single Zone. A user can belong to and be at varying statuses for each Zone (Zone user status) and for each Block (see Block user status) in GraceBlocks. For example, even if a GraceBlocks user has an Active Account, their Zone user status may still be Pending or Invited, because this status is specific to the Zone. GraceBlocks account holders can have four possible statuses concerning a specific Zone:

• Pending Zone User: This individual has been created in the Zone but has not yet been invited. The user was created by a Zone owner using Users Block for <Zonename> () through the Users tab () and adding the individual's email address.
• Invited Zone User: This individual has been added and also invited to participate in the Zone but has not yet accepted the invitation. The user was invited using the [Send invitation button] either through Users Block for <Zonename> () through the Users tab () or from inside a specific Block under Account Management ().
• Active Zone User: This individual has been added and invited and has accepted their invitation (that was sent via email) to join. The user has successfully logged in at least once to access the Zone.
• Inactive Zone User: This individual still has an active account with GraceBlocks, but their account for the Zone has been deactivated using the [Deactivate button] through Users Block for <Zonename> () through the Users tab ().

See managing Zone users.

* Features that are not yet developed but are planned for delivery.