| Account | A holding of one asset on one network, governed by its own Rules or by a shared Policy |
| Administrator | A role that configures the Workspace: Accounts, Policies, Whitelists, and users. Administrators do not create transactions |
| Any-asset Policy | A Policy which can apply to any asset. It cannot carry amount thresholds |
| API user | A user that holds its own key and approves over the API rather than on a Ledger device. An Administrator creates it from an externally generated public key |
| Approval step | One stage in a Request's approval chain. Steps complete in order, and each has a quorum |
| Available balance | What an Account can send right now. Lower than the total when funds are pending or staked |
| Baker | A validator on Tezos. Bakers produce blocks, receive the network's rewards, and pay a share to the Accounts that delegate to them |
| Connectivity Hub | The section used to reach external applications |
| Consolidate | On Ethereum staking, merging validators to reduce how many you run |
| Countervalue | An amount expressed in your Workspace's reporting currency |
| Creator | Someone permitted to create a given operation on a given Account, set per Rule |
| Derivation path | An Account's position in the key hierarchy, useful for reconciliation |
| Governance Rule | A statement of who may create an operation, within what amounts, to which destinations, and who must approve |
| Group | A named set of people, usable in Rules instead of naming individuals. Someone in several groups named in one step counts once |
| Hardware Security Module (HSM) | The secure hardware holding your keys and enforcing your governance. It enforces Rules rather than interpreting them |
| Linked Accounts | Accounts on different EVM networks sharing an address at the same position in your key hierarchy. Separate Accounts, separate balances, separate governance |
| Matching Rule | The Rule a transaction falls under, named in the send form once the amount & recipient are valid. It determines who must approve |
| Maximum fee | The fee ceiling authorized for a transaction. The network usually takes less; if it needs more, the transaction fails rather than costing more |
| Note | Optional free text on a Request, up to 1,000 characters in the interface, visible to Approvers |
| Operation | A single action on an Account: for example a transfer, a stake, a message signature |
| Operator | A role that creates transactions and monitors Accounts. Operators read governance configuration but cannot change it |
| Parent Account | An Account holding a network's native asset that pays the fees for the token Accounts attached to it |
| Personal Security Device (PSD) | The credential that identifies a user and signs their approvals. A PSD is normally held on a Ledger device, which displays what you approve and signs it |
| Policy | A named, reusable set of governance Rules that Accounts adopt. Editing one changes every adopting Account |
| Portfolio | A grouping of Accounts for organization and reporting. Read-only users can be linked to a Portfolio as well. It does not affect governance |
| Private Policy | The automatically named Rule set backing an Account that uses its own Rules. Not shown in the Policies list |
| Quorum | The number of approvals an approval step requires |
| Request | Any action that changes something. It collects approvals, then executes |
| Reviewer | Someone whose approval a Request requires. Also called an Approver |
| Single-asset Policy | A Policy bound to one asset. Only this kind can carry amount thresholds |
| Staking position | An amount delegated to one validator, with its own rewards and status |
| Threshold | The minimum, maximum, or range of amounts a Rule covers |
| Token Account | An Account holding a token, attached to a parent Account that pays its fees |
| Unspent output (UTXO) | On Bitcoin and similar networks, one previously received amount that has not yet been spent |
| Validator | A network participant you delegate to when staking. Its commission is deducted from the yield |
| Whitelist | A named, governed list of permitted destination addresses, referenced by Policy Rules |
| Withdraw | On Ethereum staking, the action that exits stake. Other networks call this Unstake |
| Workspace | Your organization's environment: its Accounts, people, governance, and history |