Customer Portal¶

Omnistrate's Customer Portal is a ready-to-use user interface for launching your SaaS Product providing a ready to use UI that your customers can use to Sign-up, subscribe and launch Deployment Instances of your SaaS Product. You can create your own tailored Customer Portal without writing a single line of code.

As an open-source platform, Customer Portal is highly customizable and adaptable, benefiting from continuous improvements by the dedicated community.

By default, we launch Customer Portal on your behalf when you create a new Environment. You can access the user interface by clicking "Access SaaS Product" on the Build Service tab.

Customer Portal benefits¶

A Customer Portal is a critical component for any SaaS business, providing significant advantages for both service providers and their customers. Here are the key benefits of having a Customer Portal:

Self-Service Customer Experience¶

24/7 Availability: Customers can access services, manage subscriptions, and resolve issues anytime without waiting for business hours
Instant Gratification: Users can sign up, provision resources, and start using your service immediately
Reduced Friction: Streamlined onboarding process eliminates barriers to adoption and improves conversion rates
User Autonomy: Empowers customers to manage their own accounts, reducing dependency on support teams

Operational Efficiency¶

Reduced Support Burden: Self-service capabilities significantly decrease support ticket volume and operational overhead
Automated Processes: Subscription management, billing, and provisioning happen automatically without manual intervention
Scalable Operations: Handle thousands of customers without proportionally increasing operational staff
Cost Reduction: Lower customer acquisition costs and reduced operational expenses through automation

Enhanced Customer Satisfaction¶

Transparency: Real-time visibility into usage, billing, and service status builds trust
Control: Customers feel empowered when they can manage their own services and configurations
Faster Resolution: Self-service troubleshooting and documentation reduce time to resolution
Consistent Experience: Standardized interface ensures all customers receive the same high-quality experience

Business Growth Enablement¶

Improved Conversion: Seamless trial-to-paid conversion flows increase revenue
Customer Retention: Better user experience leads to higher retention rates and reduced churn
Upselling Opportunities: Easy upgrade paths and feature discovery drive revenue expansion
Market Competitiveness: Modern self-service capabilities meet customer expectations and differentiate from competitors

Benefits of building your Customer Portal with Omnistrate¶

Launch Your SaaS UX Quickly¶

Launch your SaaS UX quickly with Customer Portal's pre-built user interface. This allows you to skip the time-consuming UI development phase and focus on the core product and getting your product to market faster.

You have multiple deployment options to suit your needs:

Omnistrate out-of-the-box Portal: We launch and manage the Customer Portal for you automatically when you create a new Environment. The Customer Portal will be customized using the information you enter in Omnistrate.
Fork and Customize Portal: Fork the open source repository, modify the code to your requirements, and build your own customized version.
Custom API Integration: Build your own customer experience from scratch using our comprehensive APIs (see Build Your Own Customer Portal)

Whether you choose the ready-to-use portal, customize the open source version, or build custom portal, you can accelerate your time-to-market significantly.

Advanced User and Organization Management¶

Build sophisticated multi-tenant customer experiences with built-in support for:

Organization-Based Tenancy: Customers can invite team members and manage their organization structure
Fine-Grained RBAC: Implement role-based access control with reader, member, and admin permissions at the subscription level
User Lifecycle Management: Handle customer sign-ups, invitations, validations, and user management through automated workflows
Cross-Organization Collaboration: Enable customers to share subscriptions and resources with external users while maintaining security boundaries

Subscription and Billing Integration¶

Streamline your revenue operations with comprehensive subscription management capabilities:

Multi-Service Support: Offer multiple services and plans through a unified customer experience
Flexible Pricing Models: Support various pricing structures and product tiers
Automated Subscription Workflows: Handle subscription creation, upgrades, downgrades, and cancellations
Usage-Based Billing: Track and bill based on actual resource consumption and usage patterns

Customized UX and Branding¶

You can customize the user interface to match your brand and workflows with Customer Portal. You can integrate essential tools, set up Google Analytics, configure email settings, add your logo, and use your custom domain, creating a personalized experience for your users.

Complete Whitelabeling Solution¶

Omnistrate's Customer Portal provides a complete whitelabeling solution that ensures your customers will never know they are using anything but your portal. This creates a seamless, fully-branded experience that maintains your company's identity throughout the entire customer journey.

Key Whitelabeling Features:

Your Domain, Your Brand: Host the entire customer portal on your custom domain (e.g., portal.yourcompany.com or app.yourcompany.com). Customers interact exclusively with your branded URL, never seeing any Omnistrate branding or references.
Branded Email Communications: All system-generated emails (welcome messages, password resets, subscription notifications, billing alerts) are sent from your email domain using your configured SMTP settings. Customers receive communications that appear to come directly from your company.
Complete Visual Branding: Customize logos, colors, fonts, and styling to match your corporate identity. The portal can be styled to seamlessly integrate with your existing website and brand guidelines.
Transparent Backend: While Omnistrate can optionally power the infrastructure and functionality behind the scenes, your customers experience a completely native portal that appears to be built and operated entirely by your organization.

This whitelabeling approach allows you to maintain complete control over your customer relationships and brand perception while leveraging Omnistrate's powerful SaaS infrastructure capabilities.

Enterprise-Grade Security and Compliance¶

Ensure your customer portal meets enterprise security requirements:

JWT-Based Authentication: Secure token-based authentication for all API interactions
Role-Based Access Control: Granular permissions management at user, organization, and subscription levels
Audit Trails: Complete visibility into customer actions and system events
Data Isolation: Ensure customer data remains isolated and secure across multi-tenant deployments

Real-Time Resource Management¶

Provide customers with comprehensive control over their deployments:

Deployment Lifecycle Management: Enable customers to create, configure, monitor, and delete their resource instances
Health Monitoring: Real-time health status and detailed monitoring for all deployed resources
Network Topology Visibility: Detailed network configuration and endpoint information
Multi-Cloud Support: Deploy and manage resources across AWS, GCP, and other cloud providers

Open Source Collaboration¶

Customer Portal is open source and you can access and modify the open-source code to fit your specific needs. You can deploy the portal directly from our GitHub Container Registry without writing any code, or customize it further by modifying the source code. Contribute to the project and benefit from continuous improvements driven by a dedicated developer community, ensuring the platform evolves and remains cutting-edge.

Open Source Benefits:

Ready-to-Deploy Containers: Use pre-built container images from GitHub Container Registry for instant deployment without any coding
No-Code Customization: Configure branding, domains, and settings through environment variables and configuration files
Full Source Code Access: Complete transparency and ability to modify any aspect of the portal when deeper customization is needed
Community Contributions: Benefit from improvements and features contributed by the developer community
No Vendor Lock-in: Maintain full control over your customer portal implementation and hosting
Extensibility: Build custom features and integrations on top of the open-source foundation

Continuous Updates and Evolution¶

Benefit from regular updates and enhancements provided by the community. This keeps your SaaS platform up-to-date with the latest features and improvements, allowing you to offer the most effective user experience to your customers.

Customer Portal Customization¶

Omnistrate creates a separate Customer Portal for each environment you configure, enabling you to maintain distinct portals for Development, Staging, and Production with different settings and configurations. This multi-environment approach provides several key benefits:

Environment-Specific Configuration: Each environment can have its own custom domain, branding, email settings, and identity provider configurations. This allows you to test different portal configurations in development before deploying them to production.

Service Plan Testing: Use your Development portal to thoroughly test new Service Plans, pricing models, and feature configurations before making them available to customers in your Production environment. This ensures a smooth customer experience when releasing new offerings.

Isolated Customer Access: Non-production environments are private and accessible only to your organization members, while Production environments can be configured as public to allow customer self-service registration and subscription.

Note

If you signed up for Omnistrate using single sign-on (SSO), you must create a separate login password for your account here in order to sign in to the Customer Portals for your non-production environments.

Customer Portal configuration¶

You can modify the following configurations of your Customer Portal:

Custom Domain (e.g. <your_saas_offer>.com)

You can customize your SaaS domain to make it easier for SEO and your tenants to remember. To host your control plane UX on your domain, setup CNAME records with your domain provider.

We generate a domain name for each environment that you configure and you can configure each environment separately.

Please note that all the non-prod environments are private and are only accessible by your organization only. If you want to invite customers to self-serve, you can create a public environment and we will automatically enable anyone to signup and start using your application.

To configure this you can update the custom domain parameters.

Alternatively, if you are hosting Customer Portal yourself, please follow README
Sender Email Configuration:

For sending emails to your customers from the Customer Portal.

You can use your own SMTP server to configure email sends and ensure all communication with your customers is done using your domain.

To configure this you can update the parameters: - SMTP Username for authentication - SMTP Password for authentication - SMTP Host - SMTP Port - From Email: the sender email address for outgoing emails
Configure Identity Providers

Omnistrate's Customer Portal an be customized to define your own Identity Providers. You can use any OpenID Connect compatible Identity Provider, including Google, Github, AWS Cognito, Microsoft Entra, Auth0, Okta, KeyCloak and others. See more information on how to configure your Identity Providers here

If you want to exclusively use OpenID Connect compatible Identity Provider, you can disable User Name and Password on the Portal Configuration. This will disallow customers to sign up using Omnistrate native Identity Provider.
Google Analytics Tag ID

Get your own usage analytics customizing the google tag id.

Use your own Portal¶

For complete control over your customer experience, you have multiple options for creating and hosting your own custom portal. Whether you fork our open source repository or build a completely custom solution, Omnistrate can host your portal using custom container images.

Requirements for Custom Images:

Public Accessibility: Your container image must be publicly available so that Omnistrate can pull and deploy it.

Configuration Steps:

Build and publish your custom portal container image to a public registry
In your Omnistrate Customer Portal configuration, specify the custom image details
Image Name (e.g. ghcr.io/your-org/custom-portal or your-org/custom-portal)
Image Tag (e.g. v1.0.0, latest, or specific version tags)

This approach gives you the flexibility to create a fully customized customer experience while benefiting from Omnistrate's managed hosting, scaling, and infrastructure capabilities.

Note

When you provide a Custom Image, you must also specify your Sender Email Configuration to ensure proper email delivery from your custom portal.

Warning

Ensure your Customer Portal container image is publicly accessible before configuring it in Omnistrate.