| CARA | CA Portal product for org operations |
| Admin | Organisation administrator — broad control inside one org |
| Member | Organisation user with limited, designation-based access |
| Organisation (org) | The CA firm / tenant in CARA |
| Individual account | Person client (stakeholder person) |
| Organisation account | Company / entity client |
| Designation | Permission template under a department (Policy) |
| Department | Grouping for designations in Policy |
| Assignee | Owner or sub-owner on a client account |
| Service | Catalog product (filing type / engagement) |
| Service instance | A filing engagement on a specific client account |
| Milestone | Step / document requirement on a service instance |
| Filing | Workflow around a service instance (submit → approve → complete) |
| Invoice | Bill generated from completed work |
| Module | Feature pack on an org (stakeholder, services, financial, org, …) |
| Inbox | In-app notification list |
| OTP | One-time password used to sign in |