Team Member (Client) Roles & Permissions

Invite people from the client’s company to view reports, comment, and collaborate in their own books. Learn who’s who, how to invite or revoke, and current access limits.

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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)

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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.

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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.

Note: You can revoke while the status is Pending. After an invite is accepted, contact [email protected] to remove access.

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How to remove a Team Member

Contact Support at [email protected] 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.

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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 client team members invite more people?

No. A firm colleague must send the invite.

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.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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