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Everyone, including a Client portal seat, can open Settings → Profile and Settings → Security from the account menu. These settings change your own account only; nobody can change a colleague’s password here.

What the Profile page shows

1

Change your sign-in mobile number

Open Settings → Profile and select Change beside Phone. Enter the new number in Mobile number — 10 digits for an Indian mobile, starting 6, 7, 8 or 9 — and select Save number, or Cancel to leave it as it was. The change applies to your sign-in immediately: sign in with the new number from now on.
2

Change your password

Open Settings → Security. Enter Current password, a New password of at least 8 characters, and the same again in Confirm new password, then select Change password. A Password changed. notice confirms it and you stay on the page. Your other devices stay signed in.
3

Turn two-factor sign-in on or off

On Settings → Profile, find Two-factor sign-in. Its badge reads On or Off. Enter Your password and select Turn on or Turn off. When it is on, every sign-in asks for a six-digit code sent to your mobile on WhatsApp after your password is accepted.

Two-factor sign-in conditions

Turn on stays unavailable until both of these hold, and the panel tells you which one is missing:
  • Your mobile number has been verified. If it says “Your mobile number has not been verified yet, so a code would have nowhere to go”, reset your password once from the sign-in screen with Forgot your password?. Entering the WhatsApp code is what verifies the number.
  • Pragma’s WhatsApp number is connected. If it says “Pragma’s WhatsApp number is not connected right now, so a code could not be sent”, try again shortly.
The button also stays unavailable until Your password has at least 8 characters. If the password is wrong you see That password was not accepted. A successful change shows “Two-factor is on. Your next sign-in will ask for a code sent to your mobile on WhatsApp.” or “Two-factor is off. Your password alone will sign you in.”

If a change is refused

If you were sent to a page titled Set your password right after signing in, your account is still on its issued password; see Sign in for the first time.

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.