> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/client-management/client-management.md). # Client Management Manage client access, roles, settings, and day-to-day workflows—everything your firm needs to support clients smoothly in Digits. *** ### **Managing Clients**


Managing Clients:	Adding/Removing Clients	Add new clients or remove inactive ones from your firm.	Adding & Removing Client Accounts
Managing Clients:	Invite a Client to their Digits Account	Invite clients to access their books and collaborate in Digits.	Invite a Client to their Digits Account
Managing Clients:	What Clients Can & Can't Do	What each client role can view, edit, and manage in Digits.	What Clients Can & Can't Do
Managing Clients:	Upgrade/Downgrade a Client Plan	Update or change a client’s Digits plan	Upgrade/Downgrade a Client Plan
Managing Clients:	Client Pays in Digits	Clients pay directly, firms keep access and oversight.	Client Pays in Digits
Managing Clients:	Customize Your Client's Home Dashboard	Tailor each client's dashboard to highlight their key metrics.	Customize Your Client's Dashboard
Managing Clients:	The Client's Organization Dashboard (What Your Clients See)	See what clients see: their home base for entities, team, and settings.	The Client's Organization Dashboard (What Your Clients See)

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Adding/Removing Clients

Invite a Client to their Digits Account

What Clients Can & Can't Do

Upgrade/Downgrade a Client Plan

Client Pays in Digits

Customize Your Client's Home Dashboard

The Client's Organization Dashboard (What Your Clients See)