This article defines Midaxo specific terms and links to related FAQ articles.
ADMINISTRATORS: Also referred to simply as Admins. This is the Users Role with the highest access levels. Admins are the only Users that can view the Users tab.
CONTACTS: Contact information is saved in Touch Points (formerly CRM). Contacts can NOT login to Midaxo. (For Migrated customers: Note that Contacts in Midaxo+ are different than Contact Users in Core).
CORE: Midaxo's original platform, that is no longer in use. Also referred to as "v1".
DEAL+: In addition to the Pipeline+ features, Deal+ includes Task management features and the virtual data room. Your organization may not have Deal+. If you don't see the Tasks button in a Project, you do not have Deal+.
MIDAXO+: Midaxo's current platform, released in 2022.
PIPELINE+: Midaxo's Pipeline Management platform, including Touch Points and Slides.
POWER USER: User Role that gives access to the full platform, but without the ability to manage User roles and permissions.
PROCESS: View Processes by selecting the gray drop down in the top left corner. In the image below, "M&A Pipeline" is the Process name. Many customers only work out of one Process, but you may have separate Processes (for example, a Process for Corporate Development and Due Diligence and a separate Process for Integration).
PROCESS GROUPS: Process Groups are managed under Settings (top right) > Permissions. To have access to a Process, a Users must be a Process Group. Process Groups can be "Member" or "Admin" Groups.
PROJECT LEVEL: As opposed to Task Level, Project Level refers to actions done from the Pipeline or Grid view. Read about Project Level Permissions here.
PROJECT MEMBERS: User Role that can only see Projects they have specifically been added to.
PROJECT SPECIFIC GROUPS: A Group that is created and managed in the Project level Permissions tab (to navigate here: Pipeline or Grid View > Click on Project Name > Permissions tab).
TASK LEVEL: As opposed to Project Level, Task Level refers to actions done in the Tasks Project Management view. Your organization may not have access to the Tasks view.
WORKSPACE: Your Midaxo+ account. You will only have multiple Workspaces if you work with multiple customers (consultants).
WORKSPACE ACCESS: Workspace Access allows a User to login to Midaxo+. Toggling off Workspace Access will remove the User's ability to login.
VDR GUESTS: Virtual Data Room Users. Commonly used for sell side Due Diligence teams.