Key concepts & glossary

• Tenant / Workspace — an isolated environment for one company. All data is scoped to a tenant.
• Member — a user with a role inside a tenant. One person can belong to multiple tenants.
• Blueprint — the reusable definition of a process (stages + tasks + rules).
• Stage — a phase within a blueprint or run (e.g. "Intake", "Review", "Approval").
• Task — a single unit of work, with an assignee, optional proof requirements, and dependencies.
• Process Run (Project) — a live execution of a blueprint.
• Proof — evidence required to complete a task (a checkbox, file, signature, approval, etc.).
• Assignment rule — how a task is routed: to a specific user, a role, or a department.
• Department / Sub-site — an org unit. Departments can nest (e.g. Region → Site).
• Permission rule — a fine-grained ALLOW/DENY layered on top of roles.
• Audit / Changelog — the immutable record of who did what, when, and why.

A typical flow

1. Someone submits a Form (or opens a Ticket).
2. That triggers a Run from a Blueprint.
3. Tasks route to the right people based on assignment rules.
4. People complete tasks, attaching proof; steps can launch sub-workflows.
5. Everything is recorded in the Audit trail and surfaced in Reports.