# Team Member (Client) Roles & Permissions

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### Who’s who

* **Team Members** = people at the **client company** (invited inside a specific client).
* **Colleagues** = your **firm’s staff** (invited at the firm level). See: [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)

***

### How to add a client Team Member

1. From the **Firm Dashboard**, open the client you want to share.
2. Go to **Settings** → **Team Members**.
3. Click **Invite**.
4. Enter the person’s **Name** and **Email**.
5. *(Optional)* Add a custom message.
6. Click **Send Invite**.

They’ll receive an email to create (or sign in to) their Digits account. Once accepted, they appear in **Team Members** for that client.

***

### How to cancel a pending invite (Revoke Invitation)

1. From the **Firm Dashboard**, open the client.
2. Go to **Settings** → **Team Members**.
3. Find the person you want to revoke.
4. Click **Revoke Invitation**.

This immediately cancels the invite link. To add them later, send a new **Invite**.

{% hint style="info" %}
**Note:** You can revoke while the status is **Pending**. After an invite is accepted, contact [**help@digits.com**](mailto:) to remove access.
{% endhint %}

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### How to remove a Team Member

Contact Support at [help@digits.com](mailto:) with the name and email of the user to remove. We’ll take care of it quickly.

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### Team Member Permissions & Access

* Client Team Members currently have a single access level.
* Role- and permission-based controls are coming soon.

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### **Can I limit what my clients can edit?**

Not yet. Role- and permission-based controls currently apply only to **firm team members**, not external clients.

When a firm invites a client into Digits today, that client can see and edit most areas of the books. More granular client permissions are planned, but not available yet.

***

### Frequently Asked Questions

<details>

<summary>What’s the difference between colleagues and client team members?</summary>

Colleagues are your firm’s staff (invited at the firm level). Team Members are people at the client company (invited inside a specific client).

</details>

<details>

<summary>Who can invite client team members?</summary>

Any firm colleague with sufficient rights on that client (e.g., client admin or a firm Admin/Account Manager with admin rights).

</details>

<details>

<summary>Can I invite someone to multiple clients at once?</summary>

Invites are per client. A person only sees the clients they’re invited to.

</details>

<details>

<summary>The invite didn’t arrive—what now?</summary>

Ask them to check spam. In Settings → Team Members, revoke the Invitation (if pending) and send a fresh Invite.

</details>

<details>

<summary>Will adding team members affect billing?</summary>

No. Inviting client team members does not change your firm’s billing for that client.

</details>

<details>

<summary>Can client team members invite more people?</summary>

No. A firm colleague must send the invite.

</details>

<details>

<summary>Can I use the Demo Client to practice invitations?</summary>

No. The **Demo Client** doesn’t support invites. Use a real client (or [Firm Free Books](/my-firm-account/free-books.md)) to test the flow.

</details>

<details>

<summary>Can my client edit transactions in Digits?</summary>

Clients invited to Digits can view and edit individual transactions, leave comments, and share transactions. They cannot bulk edit, create, or delete transactions.

</details>

***

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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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