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A Client portal seat is for your client’s own people — the business owner or their accounts clerk — not for your staff. A seat sees one client company only: it can send invoices, follow what happened to them, answer your document requests and, where you allow it, connect the company’s GST portal and ask the assistant about its own records. It cannot approve, correct or see anything belonging to another client. What the seat holder sees is described in Getting started with your portal. Only an Owner can issue or revoke seats, at Settings → Client portal. Before you start, check that the client exists under Clients, and have the person’s name and the mobile number they will sign in with. The person needs a Pragma account on that number to accept; there is no self-registration.
1

Open Client portal

Open the account menu, select Settings, then Client portal under Firm. The list shows each seat’s Person, Sees (the client company), Status and when it was Added. If no seats exist yet, the page says No portal seats issued.
2

Issue a seat

Select Issue a seat. In Issue a portal seat, complete the fields below, then select Issue seat. The button stays unavailable until a client is chosen, a name is entered and the number has at least 10 digits.
3

Deliver the link

A notice says This link is shown once. with the invite link and its expiry. Select Copy link (it changes to Copied) and keep it until the person has accepted. Pragma also tries to send the person the link on WhatsApp, but delivery is not guaranteed; if you are not sure it arrived, send the copied link yourself. The link is valid for 7 days. Select Done to close the panel; the link is not shown again.
4

The person accepts

They open the link, sign in with the invited number and select Accept invitation, as described in Accept an invitation to a firm. Their seat then appears in the list as Active.
5

Revoke a seat

Select Revoke on the seat’s row and confirm Revoke seat. The person loses access to that client immediately. Invoices they already sent are unaffected. The row stays in the list as Revoked.

Pending and expired invitations

A seat appears on Settings → Client portal only once the invitation has been accepted. An outstanding or expired portal invitation is listed with your staff invitations on Settings → Members. To withdraw it — for example because you typed the wrong number — open the row’s ⋯ menu there, select Cancel invite and confirm. The link stops working immediately and you can issue a new seat.

If issuing or revoking is refused

A seat shown with Unpinned — revoke this seat in the Sees column is not tied to a client company. Revoke it and issue a new seat. To let portal seats ask the assistant about their own records, an Owner also turns on Client portal questions under Settings → Firm profile; see Keep your firm profile up to date.

Still stuck?

Open a case from Help & support in Pragma, or book a walkthrough and the team will show you around on a call. Can’t sign in? Contact support.