social-media/docs/product/glossary.md

Product Glossary

Use these terms consistently in product docs, specs, UI copy, and code discussions.

Organization

SaaS account boundary that owns billing, subscription, limits, organization-level users, connectors, data mappings, and workspaces.

An organization may be an agency, an in-house brand company, or a professional's business account.

Use:

• billing and subscription boundary
• ownership boundary for workspaces
• connector and integration configuration boundary
• organization-level membership and permission boundary

Do not use as:

• synonym for a brand workspace
• synonym for a single human user account
• synonym for an external reviewer

Workspace

Brand, client, or operating workspace where content workflow happens.

Each workspace belongs to exactly one organization and is not shared between organizations.

Use:

• brand/client workflow boundary
• scoping boundary for content items, assets, comments, approvals, and notifications
• channel configuration boundary

Do not use as:

• top-level SaaS account boundary
• billing or subscription boundary
• synonym for internal role
• synonym for team member role

Organization Member

User access relationship at the organization level.

Organization membership can grant organization-level permissions and inherited access to all workspaces owned by that organization.

Workspace Member

User access relationship at the workspace level.

Workspace membership grants direct access to one workspace and can classify the user's relationship to the owning organization as Organization Member or External Collaborator.

An Organization Member is part of the organization that owns the workspace. They may have access through organization membership, direct workspace membership, or both.

An External Collaborator is not part of the owning organization but has direct workspace access. This includes subcontractors, providers, clients, and external reviewers.

Workspace membership can override applicable inherited workspace permissions.

Agency

Type of organization that manages one or more brand/client workspaces for customers.

Use Organization for the product model unless specifically describing an agency customer.

Client

Business, brand, or organization represented by a workspace and participating in review and approval flows.

Campaign

Client-owned body of content work that groups related content items, notes, and timelines.

Content Item

Primary reviewable unit in the system. Contains metadata, copy, due dates, networks, channels, and linked assets.

Examples:

• one Instagram reel package
• one newsletter draft
• one campaign asset for approval

Asset

A file or file reference attached to a content item, such as a video, image, or document.

Asset Revision

Specific version of an asset with traceability to who linked or uploaded it and when.

Approval Workflow

End-to-end process from draft creation to final approval and publishing handoff.

Approval Request

Explicit request for one or more reviewers to review a specific content item or revision state.

Approval Decision

Decision recorded by a reviewer, such as:

• approved
• rejected
• changes requested

Reviewer

Any person asked to review and approve work, whether internal or external.

External Reviewer

Client or partner reviewing content without being part of the internal operating team.

Provider

External production contributor such as a photographer, videographer, editor, or designer.

Comment Thread

Contextual discussion attached to a content item, asset, or revision.

Status History

Audit trail of workflow states and transitions over time.

Network

Publishing platform or distribution surface, such as Instagram, Facebook, YouTube, LinkedIn, or a newsletter system.

Examples:

• TikTok
• Instagram
• Facebook
• YouTube
• LinkedIn
• Newsletter
• X
• YouTube

Channel

Specific destination, account, handle, page, or feed within a network.

Channels are configured inside a workspace. The connector or integration credentials used to access external systems are owned by the organization.

Examples:

• @MyBrand on Instagram
• My Brand Page on Facebook
• #Brand if used as an internal destination label
• a specific YouTube channel

Ready To Publish

State meaning the required review/approval workflow is complete and the item can move to downstream publishing or handoff.

It does not mean the item has already been published.

Audit Trail

Chronological record of uploads, comments, approvals, and status changes.