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

Scenarios

Office settings details, catalogue, data

How do I get started with Ergothiki? The start guide on Home: the four essential steps that set the office up, and the optional ones you look at when you choose. ~2 min read How do I set up the office's service catalogue? Which services you switch on, which are defaults, how to add your own and how to retire one without losing anything. ~3 min read How do I restore what was deleted, and when is it gone for good? Where whatever you delete goes, who can bring it back, and when deleting becomes final. ~2 min read How do I keep the office's useful links? The links the office opens often — authorities, registers, tools — in categories, one click away in the top bar. ~1 min read Greece How do I open a support request? How to open a support request, how it moves along, and who in the office can write. ~1 min read Where is each office setting? The seven groups of the office's settings, what each holds, and who changes them. ~2 min read How do I try Ergothiki with sample data? A full, realistic year of work to see how everything fits together — and how to take it out without touching your own records. ~1 min read How do I export the office's data? An Excel file with the main records, or the full export with all the data and files — who can take them and how long they are kept. ~1 min read What does the Data protection page show? The documents the office has accepted, who processes data on our behalf, what is sent to the AI, and your rights. ~1 min read How do I delete the office? How the owner deletes the office, what happens over the next 14 days, and how the office comes back if they change their mind. ~1 min read What goes into the office's details? The office's name, contact details, address and professional details — and its public link. ~2 min read How do I set the office's country, language, currency and formats? The country, language, currency, time zone and the formats the office uses for dates, times and amounts. ~1 min read How do I upload or change the office's logo? Which files it takes, how it is cropped, and where the logo appears. ~1 min read

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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