How do I work with partners and link them to Ergothiki?

A partner is anyone who does part of the work with you: you assign them a work item, or they assign one to you — another engineer, a laboratory, a design practice. The list is under Projects & customers → Partners.

What does the list show?

The views Everyone, With active work items and Linked offices split the list; the Service category and Only those with work items filters narrow it down. Search looks through names, telephone numbers, email addresses, tax numbers and registration numbers. The columns show work items in progress (and how many are running late), work items in total, and when you last worked together.

If the office's plan has a monthly limit on new partners, the list's title shows how many came in this month (for example 2/5 per month). Once it is reached, + New partner is locked and the page says when the limit renews; the partners you already have stay available.

What does the partner's profile show?

Across the top are four figures: in progress, completed, Payable (what you assigned them) and Receivable (what they assigned you). The Collaborations tab shows both directions together: at the top The money between you (what you owe, what they owe, the net figure — amounts with VAT) and Work together over the last 12 months (new work items per month, payable and receivable); below, the work items grouped by project, with Both ways / Payable / Receivable, each status with its count (Open, In progress, Overdue, Completed) and a search. The amounts and The money between you are only shown to people who can see amounts.

The Communication tab shows the ErgoMail emails and the video calls with the partner in one stream, newest first, by month: All / Email / Video calls filters, a project and a search in subjects and minutes; the next planned video call on top. The emails are shown to whoever reads the office box in ErgoMail (never other people's personal boxes); the video calls, while ErgoMeeting is on.

How does a partner link up on Ergothiki?

The Link the office tab says whether the partner is a linked office, has an invitation waiting, or has no account. Invite them to Ergothiki appears when the partner is not linked, has an email address and you have assigned them at least one work item; it asks you to confirm, then sends one email with a sign-up link. A partner gets at most one invitation every 24 hours, whether it is sent from here or from a work item's Share. Once they have signed up, what you assign them from then on becomes a collaboration between two offices.

What does the office link show?

When the partner is linked, the Link the office tab shows their office as it publishes itself: logo, specialisation and place, public phone and email, its ErgoWeb website (only while it is open) and the active shared items. Link history records when and to whom the invitation was sent and by whom, when the office joined and the first shared item. From Quick actions you open a new ErgoMeeting meeting or a new ErgoMail message with the partner as the recipient.

Unlink ends every collaboration in progress between the two offices: the shared items stop syncing, nothing is deleted and each office keeps what it has. Both offices are told; the link is made again only with a new invitation.

How do I keep notes about the partner?

The profile's Notes tab is a flow: each note with who wrote it and when, the newest first and the Pinned ones always on top. A note can be linked to a work item and pinned; the All / Pinned / With attachments filters and the search find it again. Whatever you wrote in the registration form's «Notes» field becomes the First note. Notes are internal: the partner never sees them. Only whoever wrote a note corrects it; anyone with the Manage customers and partners permission can delete it, and a deleted note goes to Deleted records and comes back from there.

Who can change partners?

Everyone in the office can see the list and the profiles; without this permission the buttons for adding, editing, deleting and inviting are not shown. A deleted partner goes to Deleted records.