Collaborators

1. Collaborator Overview

Collaborators allow subscription owners to grant access to team members through the customer portal.

Fields

1. Subscription - Parent subscription
2. User - Odoo portal user (Many2one)
3. Name - Collaborator display name
4. Email - User email address (readonly)
5. UUID - Unique token for invite links (auto-generated)
6. Rule - Access level:
   • user - Standard access (default)
   • admin - Full administrative access
7. State - Invitation status:
   • invite - Invitation sent, pending acceptance
   • approve - Collaborator accepted and active
8. New User - Whether this is a new portal user (no existing account)

---

2. Invitation Flow

Owner invites email → System sends invite email → Collaborator clicks link → State: approve

1. Subscription owner or admin invites a collaborator by email
2. System generates an encrypted invite link with UUID and timestamp
3. Invite email is sent to the collaborator
4. Collaborator clicks the link at /saas_collaborator_invite/<encrypted_token>
5. If new user, a portal account is created with a generated password
6. Collaborator state changes from invite to approve
7. Approved collaborators are synced to the subscription's collaborator_ids

---

3. Collaborator Portal Access

Once approved, collaborators can access the subscription through the customer portal.

Available Portal Actions:

Feature	User	Admin
View subscription details	Yes	Yes
View backups	Yes	Yes
Create backups	Yes	Yes
View stages	Yes	Yes
Create stages	Yes	Yes
View git commits	Yes	Yes
Execute SQL queries	Yes	Yes
Manage collaborators	No	Yes
Manage domains	No	Yes

---

4. Collaborator Actions

Action	Description
Send Invite	Send invitation email to the collaborator
Remove	Delete the collaborator (logs "Collaborator removed" message)
Change Rule	Switch between user/admin (logs the change)

Audit Trail

All collaborator changes (invitations, removals, rule changes) are logged as messages on the subscription for audit purposes.