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Changelog

All new features, improvements and bug fixes at a glance. Stay up to date with everything that changes in ProtocolHero.

New features

  • Access labels and filter labels

    Access labels (with a lock) decide who sees an entry, filter labels only sort. Switch with “Controls visibility”. Under “Members” you decide right on the label who carries it; a preview shows what the person will no longer see before you remove it. Existing labels are access labels, new ones start as filter labels. Important: anyone carrying an access label no longer sees protocols, submissions and databases without an access label; their own submissions as well as tasks and channels without a label stay visible.

  • Assign even when the label is missing

    If the person lacks the access label when you assign or review, the dialog offers “Assign label” or “Visible only during the assignment”. Reviewers keep read access after approval.

  • Saved signature

    Draw it once in your profile under “Signature”, then insert it into any signature field with “Insert my signature”. Only you can use your signature.

  • Checklists in chat

    Via “/” → “Checklist” or the toolbar button. Everyone allowed to write in the channel ticks items right in the message; the thread records who ticked what.

  • Filling out: larger display, progress and camera button

    On phones and tablets you choose the display size (Normal, Large, Extra large), see your progress, swipe through photos in a gallery and open the rear camera directly with “Camera”. Changes by colleagues, guests and the AI appear without reloading.

  • Tables: a single field becomes the cell

    If a table cell holds exactly one field – text, number with unit, dropdown, checkbox or choice – the cell looks like a normal cell, without a frame inside a frame. Text wraps, Enter adds a line, Tab moves on. Applies in preview, while filling out, in shared links and in the PDF.

  • New for Hero Agents

    Agents react to submissions, you edit their instructions in a dedicated editor, and sent emails can be viewed with full text, archive and search. They fill tables cell by cell – by default only empty cells.

Improvements

  • Clearer roles and members

    The role dialog shows areas on the left and permissions with descriptions and search on the right. New scopes “All | Own only” for labels. When you remove a member, a dialog asks who takes over workflows, tasks, channels and automations – only what you explicitly choose is deleted.

  • Everyday chat

    The default folder can be renamed and sorted, voice messages have “Done” and “Send”, and on your phone you can see who reacted. Notifications about thread replies open the thread directly.

  • Tidier tasks and submissions

    Incoming emails in the board inbox appear as an email card in the task dialog. Activity and history are collapsed and show the count and latest entry. Protocols can be filtered by “No label”.

  • Hero Agents when changing plans

    If your team moves from the Hero plan to a smaller plan, agents are paused – nothing is deleted. After upgrading again you reactivate them with one click.

  • Deleting an account without losing data

    Listeners pause, shared links pass to the owner, removed members are signed out immediately. And it now says “Label” instead of “Tag” everywhere.

Bug fixes

  • Filling out and embedded forms

    The upload notice no longer blocks the page on phones, embedded forms no longer jump when opening a selection, and saving via share links and embeds works reliably – even if the creator has left the team.

  • Repeatable levels

    “+ Entry” no longer freezes the browser, and choice options added there are accepted while filling out.

  • More secure access

    Permission and label checks always apply in the team of the respective entry, and database selections only show rows from the configured database.

Updates for this release