- Staff invitation, created by an Owner in Settings → Members. It makes you an Owner, Manager, Preparer or Connector admin of the firm. See Invite members and understand roles.
- Client portal invitation, created by an Owner in Settings → Client portal. It gives someone at a client company a Client portal seat that sees that one company only. See Issue client portal seats.
…/invite?token=…) and the mobile number the firm invited. The invitation is bound to that number: it can only be accepted while you are signed in with it. A link is valid for 7 days and works once. Pragma has no self-registration; if you have no account for that number yet, ask the firm that invited you. Do not forward the link to anyone else.
1
Open the link
Open the invite link from WhatsApp or wherever the firm shared it. The page is titled Join a firm. If you are not signed in it says an invitation is accepted while signed in, and only by the mobile number it was issued to.
2
Sign in with the invited number
Select Sign in to continue and sign in with the invited mobile number and your password, as described in Sign in for the first time. Then open the invite link again: signing in does not bring you back to it automatically.
3
Set your own password if asked
If your account is still on the password it was issued with, the page says so and offers Set your password. Select it, enter the issued password in Temporary password, choose a New password of at least 8 characters, repeat it in Confirm new password and select Change password. You are taken straight back to the same invitation, with the link intact.
4
Check the account and accept
The page shows You are signed in as followed by your number. Check it is the number the firm invited, then select Accept invitation. The button reads Joining… while it works.
5
Start work in the firm
On success, the firm you joined becomes your active firm and Pragma opens your home page for the role you were given: staff land on the Dashboard (a Connector admin lands on Clients), and a Client portal seat lands on Your invoices. If you already belonged to another firm, use the account menu to switch between them; see Find your way around. A portal seat continues with Getting started with your portal.
If the invitation is refused
Accepting a staff invitation does not give you any clients automatically: an Owner sees every client, while other staff need client assignments from an Owner. If you joined but cannot open a client, ask your firm’s Owner to check your assignments.
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.