Organization
A customer with a GridBuddy Connect account. The Organization Admin has access to the Organization-level settings. See Modules for more detail.
User
A user with any level of access in GridBuddy Connect. See User Roles for more detail.
Connection
A connection the Organization Admin configures on the Connection screen that points to a live system. The configuration entails various details that will enable GridBuddy Connect to establish a connection and authenticate users. Currently only cloud-based systems are supported through GridBuddy Connect.
The Organization Admin uses their own account credentials to setup the connection, but other users will be prompted to specify their credentials in order to authenticate to the connection. GridBuddy Connect connects to systems as the running user, and not through a global / admin user unless the organization has an internal policy that allows them to use a shared login.
Connections are then accessible and referenced in several places in the application. They are required to exist in order for an admin to configure a grid, and for end-users to access grids.
Grid
The end-user data management screen that most GridBuddy Connect users will interact with. This interface queries the objects specified in the Grid definition (through the Grid Wizard) to present data that end-users can perform various actions and operations on.
Grid Wizard
A 3-step wizard an admin uses to define the objects, filters, and display settings for a particular grid.
Metadata
GridBuddy Connect uses meta data understand the objects and fields in your connection and to display dependent and record type picklists, lookup filters, and lookup layouts on grids.
