Client Management

Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits.

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Managing Clients

Managing Clients:

Customize Your Client's Home Dashboard

Tailor each client's dashboard to highlight their key metrics.

Managing Clients:

Client Roles & Permissions

Understand and manage the roles clients can have in Digits.

Managing Clients:

Adding/Removing Clients

Add new clients or remove inactive ones from your firm.

Managing Clients:

Upgrade/Downgrade a Client Plan

Update or change a client’s Digits plan