Ergothiki ΕργοθήκηHelp Centre
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Guides, step-by-step scenarios and answers for every part of Ergothiki.

Scenarios

Finances fees, payments, expenses, cost

Questions All questions →

A customer cannot see a file in the portal. What is wrong?Projects & work items

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

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How do I give a customer access to the portal?Projects & work items

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

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How do I change a user's role?Team & security

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

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Why can a colleague not see prices?Team & security

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

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What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

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