> 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

***

### **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>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>Invite a Client to their Digits Account</h4></td><td>Invite clients to access their books and collaborate 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>What Clients Can &#x26; Can't Do</h4></td><td>What each client role can view, edit, and manage in Digits.</td><td></td><td></td><td><a href="/pages/CM66EeZsk9uYObjoYgaN">/pages/CM66EeZsk9uYObjoYgaN</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-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>The Client's Organization Dashboard (What Your Clients See)</h4></td><td>See what clients see: their home base for entities, team, and settings.</td><td></td><td></td><td><a href="/pages/M5c6XyViTVs0lwcu6c7p">/pages/M5c6XyViTVs0lwcu6c7p</a></td></tr></tbody></table>


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