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Using the app

All plansAccess for external users

Login, top bar, left menu and favourites, switching companies, profile and working with records.

Available for:AdministratorUser

This page describes how to find your way around the eProtokol web app. It applies to all plans and roles; only the content of the menu differs according to what your plan and your Role allow. For working on your phone, see Mobile app.

Logging in​

  1. Open www.eprotokol.cz/login.
  2. In the Email (login) field, enter your e-mail or the login name that your administrator set up for you.
  3. Enter your Password and click Login.
  4. If you have two-factor authentication turned on, also enter the 6-digit code from your authenticator app.
  • When the administrator sends you a new password by e-mail (the Poslat nové heslo (Send new password) action in the Users module), the app asks you to set your own password after you log in. You can change the password generated when your account was created at any time yourself (Change password, see below).
  • Forgotten password: below the login form, click Reset, enter your e-mail and open the link in the e-mail you receive. The link is valid for 1 hour, and once you set a new password, all links sent earlier stop working. One account receives at most 5 e-mails per hour. When a login fails, the app does not say whether the name or the password is wrong.
  • A message saying that your account is inactive means that your company administrator has deactivated you. Contact them.

Top bar​

  • The logo takes you back to the dashboard.
  • The company name opens the company switcher (see below).
  • The question mark offers Dokumentace (Documentation; these pages) and Napsat na WhatsApp (Write on WhatsApp) to eProtokol support.
  • The bell shows notifications, for example about work reports, the calendar or the construction diary. The magnifying glass next to a notification opens the related record, Smazat vše (Delete all) clears the notifications.
  • The circle with your initials opens the user menu: it shows your name and the company's plan, and contains Change password, My profile, for administrators the company Nastavení (Settings, see Company settings), possibly Fakturace za služby (Service billing) with the invoices for eProtokol, and Logout.

The administrator of a company on the Diary plan also sees the Aktivovat Deník+ (Activate Diary+) button in the bar (on a wider computer screen). An administrator in the Company and All for business plans can start the initial setup guide here with the Spustit průvodce (Start guide) button.

Left menu​

The menu shows only the modules that your company's plan and your Role allow. The items are grouped into expandable sections:

  • Records - Dashboard and the working sections: Attendance (work reports, transport), Planning, Training, Sales (quotes, orders, construction diary, delivery notes, tenders), Finance, Sklady (Warehouses) and Reports. In the Diary plan, the construction diary items are directly at the top level of the menu.
  • Settings - the General section with the company code lists (event types, pre-accounting, tax types, expense categories, construction categories, see Financial code lists) and the Lists section with Contacts, Projects, Machines, Users, Roles, Diary management and other records.

The Company settings themselves (company details, plan, module switches) are not in the left menu; the administrator opens them from the user menu in the top bar.

The construction diary items are greyed out until the company has at least one project. Create a project first.

Controls above the menu:

  • Sbalit menu / Rozbalit menu (Collapse menu / Expand menu) - narrows the menu down to icons. Hovering the mouse over a section icon opens its submenu. The choice is remembered.
  • Otevřít všechna menu / Zavřít všechna menu (Open all menus / Close all menus) - expands or collapses all sections at once.

On a phone, open the menu with the icon on the left of the top bar.

Favourites​

Above the menu there are two tabs: Menu and Oblíbené (Favourites).

  1. Hover the mouse over a menu item and click the star (Přidat do oblíbených, Add to favourites).
  2. Switch to the Oblíbené tab - you will see only the marked items, without expanding any sections.
  3. Change the order of your favourites by dragging an item up or down with the mouse.
  4. Remove an item from your favourites by clicking the star again.

Favourites are saved to your account, so you will see them on another computer too. The app remembers which tab you had open last. The collapsed menu shows the regular menu.

Bottom of the menu​

  • Chat - the company chat; the number shows unread messages. See Chat.
  • Flag - the app language: Czech, Polish, Slovak, Ukrainian or English. Text that is not yet translated into the selected language is shown in Czech; the values of selection fields are in Ukrainian when Ukrainian is selected and in Czech in the other languages.
  • Appearance - light, dark or following the system.
  • Contact us - a form for eProtokol support (see below).
  • Logout.

Switching companies​

If you work for several companies in eProtokol (for example as an accountant or the owner of several companies), you do not need several accounts.

  1. In the top bar, click the company name.
  2. In the Vaše firmy (Your companies) list, select the company you want to switch to.
  3. The app reloads and you work with the data of the selected company.

Joining another company: in the switcher, choose Připojit firmu (Join a company), enter the E-mail administrátora (Administrator's e-mail) of the company you want to join, optionally a short message, and click Odeslat žádost (Send request). The administrator receives an e-mail with a link to the Žádosti o připojení k firmě (Company join requests) page, where they can Schválit (Approve) or Zamítnout (Reject) the request. After approval, the company appears in your switcher.

The administrator can also see the list of companies they have access to in Nastavení firmy → Připojené firmy (Company settings → Connected companies). There they can switch to a company or cancel the connection (the company then disappears from the switcher, and a new request is needed to join it again).

Check which company you are in

Everything you create (invoices, work reports, diary entries) belongs to the company that is currently selected. To avoid mixing companies up, each company can set its own top bar colour in Nastavení firmy → Logo a barva (Company settings → Logo and colour).

My profile and password​

In the user menu (the circle with your initials), open My profile. The window opens locked; to make changes, click the lock icon (Odemknout pole, Unlock fields) and save the changes with the Upravit (Edit) button.

  • Profil (Profile) - in the Diary and Diary+ plans: titles, name, authorisation number and field (ČKAIT/ČKA) and work phone. In the Company and All for business plans: personal data for HR (phone, health insurance company, ID card number, bank account, permanent address), profile photo, uploaded documents, Odkaz pro odběr kalendáře (Outlook, Google, Apple) (Calendar subscription link (Outlook, Google, Apple)) and the option to run the system guide again. The calendar icon copies the link, the arrows icon generates a new link and the previous one stops working. The subscription works only if you have at least read access to the Calendar module in your Role (the administrator always); it does not work for external users. If your subscription has stopped working, copy the link again.
  • Zabezpečení (Security) - two-factor authentication (2FA) and a QR code for logging in to the mobile app.
  • Notifikace (Notifications) - for each type of notification, choose whether it is sent by E-mail and/or as a notification in the mobile app (Aplikace, App). The options depend on your Práva (Rights; the administrator has more notification types), on whether you lead any project, and on the company's plan: notifications of modules the plan does not include are not offered.

Changing your password: in the user menu, choose Change password, enter the new password twice and save.

Two-factor authentication: in My profile → Zabezpečení, click Enable 2FA, scan the QR code with an authenticator app (Google Authenticator, Authy and the like) and confirm with the code from the app. If you lose your phone, your company administrator can reset 2FA for you on your user card.

Working with records​

Most modules (work reports, invoices, projects, contacts…) work the same way:

  • List - at the top there is a button for a new record, filters and search. Some columns can be sorted by clicking their header. Set the number of rows per page with the Řádky (Rows) option below the list; the app remembers it for that list.
  • Bulk actions - when you tick rows, a Vybráno X z Y (Selected X of Y) bar appears with actions for the selected records.
  • Record detail opens in a window. A saved record usually opens locked; enable editing with the lock icon (Odemknout pole) if you have permission to edit. For work reports, daily entries, expenses, quotes, orders and users, the link icon copies a direct link to the record, which you can send to a colleague.
  • Deleting - the bin icon in the row; the app asks for confirmation before deleting. In most agendas you can only delete a record that has not yet been approved or closed.
  • Unsaved form - if you start a new work report, invoice, quote, order, delivery note, expense, trip, plan event or task and close the window without saving, the app asks Obnovit rozepsaný formulář? (Restore the unsaved form?) the next time you open it. The draft is saved only in that browser.
  • Field help - the question mark icon next to a field label explains what belongs in the field.

Contact us​

The Contact us form at the bottom of the left menu is for eProtokol support.

  1. In Proč nás kontaktujete? (Why are you contacting us?), select the reason: training or an explanation of how to use the app, a technical problem or bug, a missing feature, a question about licences and prices.
  2. Optionally select the module your question relates to, write your question and attach a file (image, PDF, Word).
  3. Choose the Preferovaný způsob kontaktu (Preferred contact method): Zavolejte mi (Call me), Napište mi e-mail (Send me an e-mail) or Napsat na WhatsApp.
  4. Click Odeslat zprávu (Send message). With the WhatsApp option, the button is called Otevřít WhatsApp (Open WhatsApp), and after sending, WhatsApp opens with a pre-filled message.

We will get back to you within 48 hours at the latest.