Relationship Portal

Core Functionality

• Link designs to relationships.

  • Grant access to multiple contacts.

• Send designs for approval, add revisions, all with an audit trail.

  • Link design approvals to Sales Orders.

• Store key relationship data, such as brand colours and logos.

• Link products to the relationship

• Customer-facing portal.

  • Communicate with relationships via comments and email.

  • Approve/reject designs.

  • Access to all designs.

  • Customise the portal with the relationship’s branding, providing a personal touch.

  • Relationship authentication facilitated by Zorelo Identity.

  • View order form history and complete pending order forms.

Nice to have (but might not make it to the same release)

• Link products to relationships, allowing for relationships to place orders from within their portal.

  • Orders will be created as requests inside the portal, where a sales admin can then review and add the order to Zorelo.

• Relationship order tracking.