Grant Portal Access to Contacts, in Bulk — Not One at a Time

Select any number of contacts, preview exactly what will happen, then grant portal access in one click — with a detailed results summary and a permanent audit log. No surprises, no guesswork.

The problem

Odoo's native "Grant portal access" is a per-contact action buried in a settings menu. Onboarding dozens or hundreds of customers after a migration, import or self-service launch means repeating the same clicks over and over, with no way to see who already has access and no record of what happened.

The solution

Select any number of contacts from the Contacts list, review a row-by-row preview of who will be granted access and who will be skipped (and why), then grant with one click. A portal-access badge on the contact list, a detailed results summary, a persistent audit log and an exportable report keep every bulk run transparent and accountable.

Capabilities

Everything you need for a safe bulk grant

Every capability below is implemented in the module.

01

Bulk Multi-Select Grant

Select any number of contacts in the Contacts list and grant portal access to all of them in a single action, reusing Odoo's standard portal-user mechanism.

02

Mandatory Preview Before Commit

Before anything is created, review an editable, row-by-row preview showing exactly which contacts will get access and which will be skipped, with the reason for each.

03

Portal-Access Badge on Contacts

A status badge on the Contacts list, plus matching search filters, shows at a glance who already has portal access, so you never select blindly.

04

Automatic Duplicate Skipping

Contacts that already have portal access, or that are linked to an internal user, are detected and skipped automatically — safe to run on any selection.

05

Detailed Results Summary

After granting, see an explicit breakdown of how many users were created versus skipped, with the specific reason listed for every skipped contact.

06

Progress on Every Run

A processed-versus-total progress indicator confirms large batches ran to completion, so you are never left wondering if a big selection is still working.

07

Persistent Audit Log

Every bulk run is recorded in a Grant History log — who ran it, when, and the full list of contacts processed and users created.

08

Exportable Report

Print or export a PDF report of the portal users created in a run — an audit trail and hand-off document with identity details only, never credentials.

09

Works Out of the Box

Reuses Odoo's standard portal template and permissions with no extra configuration, avoiding the setup and access errors reported against other bulk-grant tools.

Workflow

How it works

1

Select Contacts

From the Contacts list, multi-select the customers, vendors or contacts you want to onboard to the portal.

2

Launch the Wizard

Choose Grant Portal Access (Bulk) from the Actions menu to open the preview wizard for your selection.

3

Review the Preview

Check the row-by-row preview — who will be granted access, who will be skipped, and why — and correct emails if needed.

4

Grant and Review Results

Click Grant Portal Access to create the users, then review the results summary, the audit log entry and the exportable report.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Version 1 deliberately does not send emails — it creates the portal user and prepares the signup token, so you can invite them using Odoo's standard invitation flow whenever you choose.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Grant Portal Access to Contact — Bulk & Transparent

Grant portal access to hundreds of selected contacts in one run — behind a mandatory preview, with duplicates skipped, an access badge on every contact, and no invitation emails sent.

Buy on Odoo App Store