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Using Your Instance

Using Your Instance

A quick tour of the customer portal — every page you'll touch.

Dashboard — /saas

Your landing page after login. Shows: - Subscription status (Active / Trial / Grace / Locked) - Active instances with quick-open links - Unpaid invoices banner if any - Recent activity feed - Quick actions: Create instance, Invite user, Buy add-on

Instances — /saas/instances

List of every instance attached to your subscription.

Per-instance you can: - Open — one-click SSO into Odoo. - Custom domain — point erp.your-company.com to us, we issue SSL. - Backups — download or restore any of the last 30 daily snapshots. - Sessions — see who's currently logged in; revoke sessions. - Settings — instance name, timezone, currency, company logo. - Suspend — temporarily pause (useful for seasonal businesses).

Email — /saas/email

Configure outgoing email for each instance: - Default: we relay through our shared SMTP (rate-limited). - Postmark / Titan add-ons: dedicated deliverability + branded sender. Better for marketing and transactional volume.

VPS & Servers — /saas/vps

If you bought the Enterprise plan or VPS credits, this is where you manage dedicated infrastructure: - See CPU, RAM, disk metrics live. - Request a resize. - Snapshot & restore at the VM level (separate from app backups).

Orders — /saas/orders

Every purchase you've made — add-ons, storage top-ups, domain registrations. Download receipts in one click.

Billing — /saas/billing

  • Current plan, next charge date, and payment method.
  • Downloadable invoices (PDF, VAT-compliant).
  • Manage Stripe subscription (change card, pause auto-renew).
  • For Marketplace subscriptions: a deep-link to Azure Billing.

Team — /saas/team

  • Invite new users via email (they receive a signup link).
  • Assign roles: User (day-to-day), Manager (can configure apps), Admin (full control, billing access).
  • Revoke access instantly.

Notifications — /saas/notifications

Everything important that happened on your account: - Payments, renewals, failed charges - Backup completions - Security alerts (new login from new IP, password changes) - Plan changes

Account — /saas/account

Your own profile: name, email, phone, preferred language, password change, 2FA enrollment, API tokens for integrations.

Security — /saas/security

  • 2FA — TOTP (Google Authenticator, Authy, 1Password).
  • Active sessions — revoke sessions from other devices.
  • API tokens — for integrations and automation.
  • Audit log — the last 90 days of account-level events.

Next: Managing your billing →

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