> ## Documentation Index
> Fetch the complete documentation index at: https://help.pragmachartered.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Give a client portal access

> Issue a client portal seat pinned to one client company, deliver the invite link, and revoke the seat when it is no longer needed.

![Client portal settings listing issued seats with the Issue a seat button](https://help.pragmachartered.com/images/firm/portal-seats.png)

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](https://help.pragmachartered.com/portal/getting-started.md).

Only an **Owner** can issue or revoke seats, at **Settings → Client portal**. Before you start, check that the client exists under [Clients](https://help.pragmachartered.com/clients/manage-clients.md), 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](https://help.pragmachartered.com/getting-started/accept-invite.md). 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**.

| Field | What to enter or check |
| - | - |
| **Client company** | The one client this seat will see. It is fixed when the seat is issued: the person accepting cannot change it. A number can hold only one active seat in a firm. To move the person to another company, revoke the current seat and issue a new one for the other company. |
| **Their name** | The person's name, up to 200 characters, for example "Accounts contact". |
| **Mobile number** | The number they sign in with; the invite is bound to it. Enter 10 digits. Check it carefully: a link accepted while signed in with another number is refused. |

## 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

| Message | What to do |
| - | - |
| **\[number] already has an open invitation to this firm. Cancel it before issuing another.** | Cancel the outstanding invite on **Settings → Members**, then issue the seat again. |
| **\[number] is already an active member of this firm.** | That number already has an active seat or staff role in this firm. An account cannot hold both in the same firm. Revoke the active membership first only if you intend to replace it, or use a different person's number. |
| **Your role does not allow this action. Ask a firm owner or manager.** | Only an Owner can issue or revoke portal seats. |
| **That client no longer exists, or you do not have access to it.** | The client was removed. Choose the client again from **Client company**. |
| A message ending **ten digits for an Indian mobile, or the full number with its + country code** | Enter exactly 10 digits. |

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](https://help.pragmachartered.com/firm/profile.md).

> [card] Still stuck?
>
> [Open a case](https://app.pragmachartered.com/support) from **Help & support** in Pragma, or [book a walkthrough](https://help.pragmachartered.com/support/book-a-walkthrough.md) and the team will show you around on a call. Can't sign in? [Contact support](https://app.pragmachartered.com/contact-support).


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