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Enable Customer Portal

This tutorial explains how customers access and manage their subscriptions through the Odoo portal.

What the Portal Includes

The customer portal is built into sadeem_subscription — no additional modules are needed for basic access.

URL Content
/my/saas/subscriptions Subscription list — state, domain, storage usage
/my/saas/subscriptions/<id> Individual subscription detail and actions
/my/saas/subscriptions/stage/<id> Individual stage detail

Step 1: Confirm the Customer Field

On the subscription form, confirm the Customer field is set to the correct partner record. This determines which subscriptions a logged-in portal user can see — the portal shows all subscriptions where the partner is set as Customer or is listed as a Collaborator.

Step 2: Grant Portal Access

From Contacts:

  1. Open the customer's contact record in Odoo
  2. Click Action → Grant Portal Access
  3. Confirm — Odoo creates a portal account and sends an invitation email with a password setup link

Alternatively, when adding a collaborator to a subscription (see Collaborator Access below), Sadeem creates the portal account automatically if one does not already exist.

Tip

If the customer already has a portal account on your Master Odoo (from a previous subscription or other access), skip this step — they will see the subscription automatically once it is in Running state.

Once the customer has a portal account, share the direct link:

https://yourodoo.com/my/saas/subscriptions

What Customers Can and Cannot Do

The portal distinguishes between the subscription owner (admin rule) and collaborators (user rule). Some actions are only shown to the owner.

Action Owner (admin) Collaborator (user) Requires SaaS Slave
View subscription state and domain ✅ ✅ No
View storage usage ✅ ✅ No
Request a backup ✅ ✅ No
Download a backup ✅ ✅ No
Request restore from backup ✅ ✅ No
Add / remove custom domain ✅ ❌ No
Connect As (impersonate Odoo users) ✅ ❌ Yes
SQL Console ✅ ❌ Yes
Manage collaborators ✅ ❌ No
Git integration tab ✅ ❌ No
Reset to Draft / Cancel ❌ Operator only ❌ —

Note

Connect As and SQL Console are available to the subscription owner in the portal — they are not operator-only. Both require saas_slave_enabled = True on the subscription.

Note

Backup actions are only available if the subscription has a Backup Server and Backup UUID set. See Setup Backup Storage.

Backup Tab

Customers see backup history (name, date, size), download buttons, and a Request Backup button. A Request Restore option lets them restore from a listed backup directly.

Custom Domain

The subscription owner can add a custom domain (e.g. app.theirdomain.com) from the portal. Sadeem creates a new Nginx proxy host for it automatically. The customer is responsible for pointing their domain's DNS to the server IP.

Collaborator Access

Collaborators are additional portal users linked to a subscription they do not own. They have read access and can perform backup operations, but cannot change domains, access SQL Console, or manage other collaborators.

To add a collaborator from the subscription form:

  1. Go to the Collaborators tab
  2. Click Add Collaborator and enter the collaborator's name, email, and rule (admin or user)
  3. Sadeem creates a portal account if one does not exist and sends an invitation
  4. The collaborator can view the subscription in their portal at /my/saas/subscriptions