- 首页
- Apps
- SaaS Tools
- Portal Access
示意预览A made-to-order Odoo capability that gives your team a single,
governed place to grant, revoke, and audit customer portal access.
ECOSIRE builds, installs, and supports it after we scope your access rules with you.
什么是 Portal Access?
A made-to-order Odoo capability that gives your team a single, governed place to grant, revoke, and audit customer portal access. ECOSIRE builds, installs, and supports it after we scope your access rules with you. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Odoo 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- Odoo 兼容性
- Odoo 17, Odoo 18, Odoo 19
- 版本
- 企业版和社区版
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- PostgreSQL 12+
关于此产品
Every growing Odoo deployment eventually hits the same wall: customer portal access becomes a mess of one-off grants. Someone manually flips "Grant portal access" on a contact, a colleague later revokes it and no one records why, an ex-customer keeps signing in to see their old quotations, and a partner contact can view documents that belong to a different company. Odoo core lets you grant portal access per contact, but it gives you no central register, no reason codes, no expiry, no bulk operations, and no audit trail of who changed what and when. When compliance, security, or a customer offboarding question lands on your desk, you are left clicking through contacts one by one.
We build a Portal Access management layer that turns this scattered activity into a governed, auditable workflow inside your own Odoo. Technically, we extend res.partner and the portal wizard flow with a dedicated access-request/grant model (models.Model) that records the actor, timestamp, reason, scope, and optional expiry date for every grant and revoke. A @api.depends compute keeps a live "current access state" field per contact so your team sees the truth at a glance instead of inferring it from group membership. Bulk grant/revoke actions run over selected contacts from the list view, and an ir.cron scheduled job auto-expires time-boxed access so temporary vendor or seasonal-customer logins do not linger. Every change writes an immutable log line, exposed in a QWeb-printable access report for auditors.
Access is enforced where it matters, not just in the UI. We author ir.model.access.csv entries plus ir.rule record rules so that a portal user only ever sees documents scoped to their own partner and, where you have multiple companies, only their company's records — closing the cross-company leakage that trips up naive setups. Administrative actions (grant, revoke, extend, override) are gated behind a dedicated security group so front-line staff can request access while only authorized managers approve it. Optional automated actions can notify an account manager on revoke, or fire a webhook to a downstream system via the XML-RPC/JSON-RPC API so your CRM, helpdesk, or provisioning tools stay in sync. The module respects Community vs Enterprise boundaries — we build to whichever edition you run and never assume an Enterprise-only dependency unless you have it.
Because this is build-to-order, nothing ships until we have agreed your exact access rules. We start with a short scoping call to map your portal document types, company structure, reason codes, and approval chain, then build against a version-matched checkout of your Odoo (17.0, 18.0, or 19.0). You get the work on a UAT staging instance first, run your own acceptance tests, and we deploy to production with a rollback plan. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company record-rule depth, approval-workflow complexity, and integrations with external systems via the RPC API increase the quoted scope.
你得到什么
- Installable, version-matched Odoo module source for your edition (17.0, 18.0, or 19.0)
- Installation and configuration on your environment, including security group and record-rule setup
- Technical documentation: data model, record rules, cron behavior, and RPC integration points
- End-user guide plus a live training session for the staff who grant and approve access
- Post-go-live support window for defect fixes and questions
- UAT on a staging instance with your sign-off, plus a documented rollback plan
- Git repository handover with full commit history for your version
- Configured reason-code taxonomy and access-report templates seeded to your policy
这是给谁的
Operations Manager on Odoo
Runs day-to-day Odoo and is tired of portal access being an untracked pile of manual toggles. Needs bulk actions, expiry, and a single view of who has access and why.
Compliance / Security Lead
Answers to auditors and data-protection rules. Needs an immutable log of every grant and revoke, reason codes, and a printable report proving offboarded customers lost access.
Customer Success / Account Team Lead
Onboards and offboards portal customers constantly. Needs a request-and-approve flow so front-line staff can act without holding admin rights, and notifications when access changes.
Multi-Company Finance Director
Operates several companies in one Odoo database. Needs airtight record rules so a portal contact in one company can never see another company's documents.
Portal Access 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Odoo 原生 |
|---|---|---|---|---|
| Central access register | Single governed view of every grant with state, reason, and expiry | Whatever you choose to build and maintain yourself | Varies; often a partial list with no reason or expiry | None — you inspect contacts one at a time |
| Audit trail | Immutable log line per change plus printable QWeb report | Possible but you design and test the logging | Frequently limited to basic tracking | Chatter notes only, easy to miss or overwrite |
| Bulk grant / revoke | Multi-select server actions over contacts | Build the wizard and actions yourself | Sometimes available, scope differs | Manual, one contact at a time |
| Auto-expiry | `ir.cron` job expires time-boxed access automatically | You write and schedule the cron | Rarely included | Not available |
| Multi-company isolation | Record rules prevent cross-company document access | You author and verify the rules | Depends on the module; often untested for this | Requires careful manual rule setup |
| Approval workflow | Request-and-approve with a dedicated security group | Built to your spec at full dev cost | Uncommon in generic modules | None — anyone with rights just toggles access |
| Fit to your policy | Reason codes and rules built around your process | Fully bespoke, highest effort and cost | Generic assumptions you adapt to | Core defaults only |
| Support and handover | Training, support window, and full git repo handover | Depends on who built it staying available | Vendor support terms vary widely | Community forums and your own team |
关于Portal Access的常见问题
How long does delivery take?
This is a build-to-order capability, not an off-the-shelf download. Typical delivery is one working week from confirmed scope. The clock starts once we have finished the scoping call and agreed your access rules, approval chain, and Odoo version in writing.
How does pricing and scoping work?
Pricing starts from $999, which is indicative for a single-company base scope. After a short scoping call we send a fixed written quote. Drivers that raise the quote include multi-company record-rule depth, approval-workflow complexity, custom reason-code logic, and integrations with external systems via the RPC API.
Which Odoo versions and editions do you support?
We build against Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. We match your exact version at build time and avoid Enterprise-only dependencies unless you already run Enterprise. Tell us your version on the scoping call and we target it precisely.
What about support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and questions. You receive the full git repository, so your own team can maintain it. Version upgrades (for example moving from 17.0 to 18.0) are scoped as a separate engagement since Odoo API changes between majors can require rework.
Will this break standard Odoo portal behavior?
No. We extend `res.partner` and the portal flow rather than replacing core screens, and we layer access control through `ir.model.access.csv` and `ir.rule` record rules. Standard portal login, document sharing, and the customer-facing portal continue to work as Odoo intends.
Can access changes sync to our other systems?
Yes. We can wire automated actions to notify account managers or fire a webhook, and expose grant/revoke events over the XML-RPC/JSON-RPC API so your CRM, helpdesk, or provisioning tools stay in sync. The specific integrations are scoped on the call and reflected in the quote.
How do you make sure it works before it hits production?
We deliver first to a UAT staging instance where your team runs acceptance tests against real access scenarios. Only after your sign-off do we deploy to production, and we always ship with a documented rollback plan so a bad deploy can be reversed cleanly.
相关模块
Portal Access
A made-to-order Odoo capability that gives your team a single, governed place to grant, revoke, and audit customer portal access. ECOSIRE builds, installs, and supports it after we scope your access rules with you.
- Dedicated access-grant model on `res.partner` recording actor, timestamp, reason code, scope, and optional expiry for every grant and revoke
- Live computed `current_access_state` field via `@api.depends` so contacts show their true portal status without inspecting group membership
- Bulk grant and revoke server actions runnable over multi-selected contacts from the list view
- `ir.cron` scheduled job that auto-expires time-boxed access grants (temporary vendors, seasonal customers, trial users)



