Guide / Copilot for Odoo / Write

Revoke a portal link

If you shared the portal link of a quotation, an order or an invoice and you no longer want it to open (you sent it to the wrong person, or the customer shouldn't see it anymore), ask the Copilot to revoke it. With your approval, the link the customer has stops working; if you share the document again later, the new link is a different one.

WriteAll Copilot plans

Requirements

Plan	Copilot for Odoo: Pro, Team or Business.
Permission in Conectores ERP	Revocar enlace del portal (Revoke a portal link): «Preguntar» (Ask) or «Bloquear» (Block). The default is Preguntar. It's never revoked on its own: it always goes through your approval. It's a separate permission from Share a portal link: even if an admin blocks sharing, you can still revoke.
Your Odoo user	Able to edit the document (revoking the link is a change to the document): Sales (User) for quotations and sales orders (with «Own Documents Only», your own), Purchase (User) for purchase orders, Invoicing or Accounting for invoices and credit notes.
In Odoo	Nothing to set up. The document must have an active portal link: if it was never shared (from Odoo or from the Copilot), there's nothing to revoke.

How to use it

Revoke the portal link of quotation S00027
I no longer want the customer to open invoice INV/2026/00040 with the link I gave them: cancel it

The Copilot proposes it only when you ask like this; it doesn't offer it on its own, or because a record or a document asks for it. If the document has no active link, it tells you so and creates no card.

The approval card

The document (with a link to open it in your Odoo) and its customer. The portal link doesn't appear: the Copilot doesn't store it.
The notice: «El enlace del portal que tiene el cliente dejará de funcionar, también el de los emails que Odoo le envió. Si vuelves a compartir el documento, el enlace nuevo será otro.» Means: the portal link the customer has will stop working, including the one in the emails Odoo sent them. If you share the document again, the new link will be a different one.
The Aprobar y revocar el enlace (Approve and revoke the link) button. When you approve, the Copilot checks the document in Odoo again (that it's still there, with the same customer and the same link) before it revokes it.

What it does in Odoo

Odoo stores an access token on each document (the «Security Token» field), which is the part of the link that lets anyone open it without signing in. Odoo has no button to change it. Revoking clears that token with your Odoo user: from then on, any earlier link leads to the sign-in screen. The next time someone shares the document (from the Copilot, with «Preview» or by emailing it from Odoo), Odoo creates a new token and, with it, a different link.

Limits

Quotations and sales orders, purchase orders, and invoices and credit notes.
You can't undo it: a revoked link never works again. For the customer to see the document again, share it again and send them the new link.
The links in emails that Odoo sent earlier also stop opening the document. The payment links that Odoo generates separately («Generate a Payment Link») don't depend on this token.
Customers with a portal user who sign in with their password still see their documents: that isn't a link, it's their permissions in Odoo.

Troubleshooting

Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.

What you see	Why	What to do
The Copilot says the document has no active link	It was never shared, or it was already revoked.	Nothing: nobody can open it without signing in to Odoo.
«El enlace ya estaba revocado: el documento no tiene enlace activo.»Means: the link was already revoked, so the document has no active link.	Someone revoked it after the proposal.	Nothing.
«El enlace cambió en Odoo después de la propuesta (se creó uno nuevo). Pide al Copiloto que lo revoque otra vez si también quieres revocar el nuevo.»Means: the link changed in Odoo after the proposal (a new one was created). Ask the Copilot to revoke it again if you also want to revoke the new one.	After the proposal, the document was shared again and Odoo created a new link.	If you don't want that one either, ask to revoke it again.
«El registro ya no existe en Odoo o tu usuario ya no lo ve.»Means: the record no longer exists in Odoo, or your user can no longer see it.	It was deleted, or your user lost access after the proposal.	Check the document in Odoo.
«El cliente del documento cambió en Odoo después de la propuesta.»Means: the document's customer changed in Odoo after the proposal.	The document's customer changed.	Ask to revoke it again.
«Tu usuario de Odoo no puede modificar este documento, y revocar el enlace es un cambio en el documento. Pide a quien administra tu Odoo que te dé acceso.»Means: your Odoo user can't edit this document, and revoking the link is a change to the document. Ask whoever manages your Odoo to give you access.	Your Odoo user can see the document but not edit it.	Ask whoever manages your Odoo for access (see Requirements).
«Un administrador ha bloqueado este tipo de cambio.»Means: an admin has blocked this type of change.	An admin blocked the permission after the proposal.	Ask an admin to change it in Permisos (Permissions).
«La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: the proposal has expired. Ask the Copilot to make it again.	24 hours passed without a decision.	Ask to revoke it again.