Invite a Client to their Digits Account
Invite team members to your client's Digits organization so they can access their books, collaborate with your firm, and manage their own work in Digits.
Before You Invite Someone
There are two types of users in Digits:
Team members are your clients or work for your client. They access the client's books and collaborate with your firm.
Colleagues work at your accounting firm. They're managed from your Firm Dashboard and can work in client books, but they aren't part of the client's organization.
Because team members belong to the client's organization, they can manage their own organization's settings and team members (if their role allows it). Firm colleagues can't.
Choose a Team Member Role
When you invite someone, choose one of these roles:
Client
Can access all available tools, comment, tag teammates, and collaborate with your firm.
Read Only
Can view information and collaborate through comments but can't make changes.
This role controls what the person can do in the client's books. It doesn't affect access to your firm's dashboard or other clients.
How to Invite a Client to their Digits account
From the Firm Dashboard, open the business dashboard for the client you want to share.
From the left navigation menu, click Invite Client.
Enter the person’s Name and Email.
Select a Role.
(Optional) Add a custom message.
Click Send Invite.
The person will receive an email inviting them to Digits. After they accept the invitation, they'll be able to access that client's books.
To check the invitation status, open the Invite Client dialog and click View All Clients to see who has accepted their invitation and who is still pending.
Organization Settings
Organization Settings belong to the client's organization.
Once a client has an eligible team member in their organization, they manage their own:
Team members
Roles and permissions
Organization settings
Firm colleagues can continue working in the client's books and can invite additional team members, but they can't access or manage the client's Organization Settings.
A Note About Your Client's Team
Inviting a client to Digits is different from managing the team members in that client's organization.
You can invite, but you can't remove.
You can help invite people into a client's organization to get them. As a firm colleague, you can invite people to your client's organization to help them get started. However, once someone has joined as a team member, only an Admin in the client's organization can manage that person's access.As a firm colleague, you can invite people to your client's organization to help them get started. However, once someone has joined as a team member, only an Admin in the client's organization can manage that person's access.
That means only the client can:
Remove an active team member
Change a team member's organization role
Manage their organization's team from the Organization Dashboard
If your client needs help managing their team, direct them to Managing Your Team Members.
Note: Removing a client from your firm (disaffiliating the client account) is different from removing a team member from the client's organization. These are separate actions.
After the Client Joins
After a team member joins the client's organization, they can manage their own team from Organization Settings, provided they have the appropriate permissions.
For more information, see Your Organization Dashboard
Frequently Asked Questions
What’s the difference between colleagues and client team members?
Colleagues are your firm’s staff (invited at the firm level). Team Members are people at the client company (invited inside a specific client).
Who can invite client team members?
Any firm colleague with sufficient rights on that client (e.g., client admin or a firm Admin/Account Manager with admin rights).
Can I invite someone to multiple clients at once?
Invites are per client. A person only sees the clients they’re invited to.
The invite didn’t arrive—what now?
Ask them to check spam. In Settings → Team Members, revoke the Invitation (if pending) and send a fresh Invite.
Will adding team members affect billing?
No. Inviting client team members does not change your firm’s billing for that client.
Can I use the Demo Client to practice invitations?
No. The Demo Client doesn’t support invites. Use a real client (or Firm Free Books) to test the flow.
Can my client edit transactions in Digits?
Clients invited to Digits can view and edit individual transactions, leave comments, and share transactions. They cannot bulk edit, create, or delete transactions.
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