Glossary

Short definitions for terms the UI uses. Linked from the first mention in each guide.

Built-in role

One of the roles every gallery starts with: Owner, Admin, Editor, Viewer, and in a gallery Curator, Show manager, Front desk, Treasurer and Calendar Manager. Since CartonCrew 2.0 they are ordinary roles: the Owner can change what they can do, hide them or delete them, and their names stay as they are. The Owner role is the exception and can never be changed, hidden or deleted. See What someone can do.

Campaign

A composed email send (one-shot or scheduled), with a recipient snapshot, a comms style, and consent gating. See Email Campaigns.

Campaign code

A short token attached to a campaign send. Lets you measure use (e.g. requesters whose request came in through a specific newsletter).

Capability

A per-module switch, which used to be a tick box on a person’s row in Team members and is now one sentence on their person page, switched Just for them (e.g. Event Manager, key event_manage; Request Manager, key request_manage). See Roles & capabilities.

Classification

In CartonCrew Studio, the kind of sale a piece was sold as: In-house, Commission work, Jewelry (guest artist), Card sales and so on. The classification usually decides the artist’s share of the sale. See Artist payouts.

Comms style

Reusable template for tone, signature, and footer of an email. Every campaign picks one. See Comms styles.

A contact’s permission level for receiving CartonCrew email: None / Campaign / Marketing. See Consent tiers.

Custom role

A role your gallery made with New role on Settings → Roles. It Starts like an existing role, and until the new roles switch on, its people can do what the built-in role it works like can do today. It can be given to anyone. See What someone can do.

Dues

In CartonCrew Studio, the membership fee a member artist pays the gallery. Each member can have a Dues cadence (Monthly, Quarterly or Annual), offered only where the gallery has set a price in Settings → Membership dues. See Artist roster.

Engagement

A unit of work with a client (status: discovery / active / complete). Carries deliverables, AI-drafted documents, and history.

Extension

An optional module in CartonCrew (Website CMS, Email Campaigns, Organization Insights, etc). Owner toggles them on per tenant from Settings → Extensions.

Hours

Volunteer time logged against an Event’s shifts. Folded into the Events module since the Shifts extension was retired.

Just for (a person)

On a person page, a change made Just for that one person: a personal extra (or exception) that leaves their role, and everyone else in it, as it is. An Owner or an Admin can make one. The alternative, For everyone who is in the role, changes the role itself and is the Owner’s alone. See What someone can do.

Member Mail

Mail that staff send to members’ portal inboxes: artMail in a gallery, opsMail in any other organization. Sending it, and reading what the organization has sent, needs the Member Mail capability, key mail_send. The Owner, Admins and Support hold it by default; anyone else holds it only when it is switched on for their role or Just for them. See Member Mail and Roles & capabilities.

Noticeboard

In CartonCrew Studio, the Notices page in the member portal (press The Gallery, then Notices), where a gallery posts things every member should see: a change of hours, a call for work, a reminder about the desk rota. It is a module the gallery chooses to turn on. See Notices from your gallery.

Org / Organization

A single CartonCrew tenant. Each org has its own subdomain, users, data, and extensions.

Payout run

In CartonCrew Studio, a batch of the commission a gallery owes its artists, gathered for payment together. Each run has a reference such as PR-2026-08-001 that follows the money through the worksheet, the bank memo and the artist’s email. See Artist payouts.

PII

Personally identifiable information — names, emails, phone numbers, addresses. CartonCrew encrypts certain PII fields at rest (CARTONCREW_PII_KEY) and redacts them in some flows after request completion.

Program

A named offering of the org — “After-school tutoring”, “Holiday gift drive”. Each program is a page on the public site with actions (Volunteer / Donate / Wish list).

RBAC

Role-based access control. CartonCrew uses role + capability RBAC: the role gives coarse defaults, capabilities are the per-module switches.

Recipient snapshot

A campaign’s frozen list of recipients at compose time. Stops “ghost recipients” — someone whose consent changed between drafting and sending.

Register/Terminal

In CartonCrew Studio, the register is the front-desk point of sale: a computer an admin has armed in Settings → Point of Sale. A Square Terminal is the card reader at the desk that takes card payments for it. See The register.

Requester / Recipient

The party asking for help (Requester) and the party the help is for (Recipient — may be the same person, or e.g. a parent asking on behalf of a child).

RLS

Row-level security in Postgres. Every CartonCrew tenant table has an RLS policy that scopes reads/writes to the tenant the request came from.

Role

What a person is on your team, and so what they can do: for example “John is the Treasurer, and John can do these things”. Everyone on the team has exactly one. Roles are listed on Settings → Roles (this tab used to be called Permissions); what one person can do is on their person page. See What someone can do.

Rota

In CartonCrew Studio, the gallery’s desk schedule: who is on the desk for each day the gallery is open. Staff manage it from Schedule; members see their side under their calendar. See The gallery rota.

Shift

A unit of an event with its own time, capacity, and signups. An event can have one or many.

Starts like

The second step of making a new role: the existing role the new one copies to begin with. You then answer yes or no for each sentence, already set the way that role does. See What someone can do.

Studio

CartonCrew Studio, the edition of CartonCrew for art galleries and artist cooperatives: artwork and consignment, the register, artist payouts, the desk rota and a member portal for artists. See Studio.

Tenant

Same as Org. The “tenant” framing is more common when talking about routing + database scoping; “org” is more common in product copy.

Text Alerts

Opt-in text messages (SMS) a gallery sends its member artists about their shifts, their sales and urgent gallery news, and, where the gallery switches it on, a reminder about unread artMail. Members sign themselves up in the member portal, in the Text Alerts section of My Profile, and can reply STOP at any time; staff manage it in Settings → Text Alerts. See Text Alerts.

Last updated: 2026-10-14 · Applies to: CartonCrew v2.0.0+