Your support portal, inside your own Odoo

Raise tickets, follow the work, and decide for yourself who on your team sees what — without another password to manage.

Where your team finds it

Apps › DMS Support

The DMS Support Portal is now built directly into your Odoo. Your team opens it the same way they open any other app, signed in as themselves. There are no invitations to accept and no separate account to set up — the first time someone opens it, their portal access is created for them.

The part worth knowing about: you control who gets in and what they can see, from your own user list. You don't have to ask us.

Access is set per person, on their Odoo user record. Whatever you set there is what they get in the portal, and it takes effect the next time they open it.

Opening the portal

No new link to bookmark and no password to hand out.

Sign in to your Odoo as you normally would.
Open the Apps menu — the grid icon at the top left.
Choose DMS Support, sitting alongside your other apps.

If someone doesn't see the app, they haven't been given a support level yet. Section 03 covers how to set one.

What your team can do in it

How much of this each person sees depends on their level — see the table in section 03.

Submit a ticket — describe the issue, attach a file, and send it straight to our queue. Your project is already selected.

Schedule a call — book time with your account contact without leaving the portal.

Follow the work — every ticket with its stage, time spent, and full comment history. Reply in the thread and it reaches us.

Manager & Admin Manage Tasks — a shared board of all your company's tickets, where your team can open, edit, and reprioritize them alongside us.

Admin only Hours & billing — hours logged against each service, quotations and invoices, and what remains on prepaid time.

Setting someone's access level

This is done entirely in your Odoo, by anyone who can manage your users.

Go to Settings › Users & Companies › Users and click the person you want to change.
In their access rights, find the Services group.
Set DMS Support to User, Manager or Admin. Choosing No removes their portal access.
Save. The change applies the next time that person opens the portal — nothing needs to be sent to us.

The three levels

User Raises tickets and follows their own. The right level for most of a team.

Manager Sees and edits every ticket your company has open, and works the shared board. For a team lead or project owner.

Admin Everything a Manager can do, plus quotations, invoices, timesheets and billing. For whoever owns the account with us.

Capability	User	Manager	Admin
Sign in, submit ticket, schedule call	✓	✓	✓
View own tickets	✓	✓	✓
View all company tickets	—	✓	✓
Edit company tickets	—	✓	✓
Manage Tasks (shared project board)	—	✓	✓
Projects and Timesheets pages	—	—	✓
Quotations, orders, invoices	—	—	✓
Hours & Billing dashboard	—	—	✓
Edit prepaid recharge settings	—	—	✓

You stay in control

Your user list is the source of truth. Raise someone to Manager, drop them back to User, or switch them off entirely — whatever you set is what they get, and you never need to send us a request.

People who leave are handled the same way: switch off their Odoo user and their portal access goes with it. And because everyone signs in from your own Odoo, there is no second set of passwords for you to keep track of.

Please keep in mind that granting a user access to the Support Portal gives them permission to create support tickets and request work on your project. Any time spent addressing these requests may result in billable hours.

We recommend only granting portal access to users who are authorized to request work and incur billable time on your behalf.

Questions, or a level that doesn't fit?

Submit a ticket from the portal, or email support@dreammtn.services and we'll sort it out. If the three levels don't match how your team is organized, tell us how it should work — we'd rather fix that than have you work around it.

▲ Dream Mountain · Support portal