# Client Management

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### **Managing Clients**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-users-gear">:users-gear:</i>  Managing Clients:</td><td><h4>Customize Your Client's Home Dashboard</h4></td><td>Tailor each client's dashboard to highlight their key metrics.</td><td></td><td></td><td><a href="/spaces/ghadbkL66K7U4hpGn8bk/pages/KKk7ODBDkriNP4eYGj5F">/spaces/ghadbkL66K7U4hpGn8bk/pages/KKk7ODBDkriNP4eYGj5F</a></td></tr><tr><td><i class="fa-users-gear">:users-gear:</i>  Managing Clients:</td><td><h4>Client Roles &#x26; Permissions</h4></td><td>Understand and manage the roles clients can have in Digits.</td><td></td><td></td><td><a href="/pages/GHpSxtIo3XChf9pKO7G2">/pages/GHpSxtIo3XChf9pKO7G2</a></td></tr><tr><td><i class="fa-users-gear">:users-gear:</i>  Managing Clients:</td><td><h4>Adding/Removing Clients</h4></td><td>Add new clients or remove inactive ones from your firm.</td><td></td><td></td><td><a href="/pages/Z5TvABgiWgKdtUwUtZAl">/pages/Z5TvABgiWgKdtUwUtZAl</a></td></tr><tr><td><i class="fa-users-gear">:users-gear:</i>  Managing Clients:</td><td><h4>Upgrade/Downgrade a Client Plan</h4></td><td>Update or change a client’s Digits plan</td><td></td><td></td><td><a href="/pages/lIdMwk3brgVeo4OuQmJK">/pages/lIdMwk3brgVeo4OuQmJK</a></td></tr><tr><td><i class="fa-users-gear">:users-gear:</i>  Managing Clients: </td><td><h4>Client Pays in Digits </h4></td><td>Clients pay directly, firms keep access and oversight.</td><td></td><td></td><td><a href="/pages/cE7R4yNjUo777ERYzGhK">/pages/cE7R4yNjUo777ERYzGhK</a></td></tr><tr><td><i class="fa-plug-circle-exclamation">:plug-circle-exclamation:</i>  Manage Connections:</td><td><h4>Starting Over</h4></td><td>Removing Transactions, Connections, and Company Data</td><td></td><td></td><td><a href="/spaces/3grvmtIwqJ3mUcVMLFRp/pages/uuxc9uVWzYmeycjmrVDl">/spaces/3grvmtIwqJ3mUcVMLFRp/pages/uuxc9uVWzYmeycjmrVDl</a></td></tr></tbody></table>


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