Adapt relyd to the way your client works
With relyd Atelier, partners extend relyd for their clients: own fields, objects, rules and print templates. Without code, right on the page and in a way that every update keeps working.
Edit right on the page
In the Atelier you see your client's real page. Own fields and sections go into fixed places, and everything is saved as a draft first.
Moser Bakery Ltd
Rule hint: service due in 30 days
Master data
Maintenance (own section)
What partners can design
- Own fields and sectionsIn forms and side panels: text, number, amount, date, choice, yes or no, link, file or calculated.
- Own objectsWith a list, a form and their own tab on linked pages, for example equipment at the customer.
- Rules, actions and hintsA button starts a rule, a hint appears only when its condition is met.
- Tiles, lists and reportsOwn key figures, columns and filters, required fields and checks.
- Print templatesOwn templates for documents and reports.
- Roles and languagesVisibility per role, labels in German, English, French and Italian.
What stays fixed
The structure and look of the pages, the core logic of accounting, VAT, number ranges, stock and permissions, and all data of other accounts. That is why every relyd update runs at every client without the partner having to follow up.
Build once, install at more clients
An adaptation can be saved as a package and installed at further clients. A package only contains definitions, never client data.
- Updates on requestA new version is offered, not installed automatically. The Atelier shows what changes first.
- Client data staysUninstalling removes the adaptation from the interface. The data stays and can be exported.
- Own changes stayWhat the client adapts themselves sits on its own layer and is not overwritten by package updates.
- 3 own fields
- 1 object: Equipment
- 2 rules
- 1 print template
How partners work in the Atelier
- By invitationThe client's admin invites you and decides which modules you see and whether you may publish yourself.
- One address for all clientsWith one email address you switch between all accounts you are invited to.
- No extra cost for the clientInvited partners do not count as paid users.
- Everything traceableEvery change is in the history and can be reset.
You set up ERP systems for clients?
Get in touch. We show you relyd Atelier with an example from your own practice.