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.
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.
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)
From the Firm Dashboard, open the client you want to share.
Go to Settings → Team Members.
Click Invite.
Enter the person’s Name and Email.
(Optional) Add a custom message.
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.
From the Firm Dashboard, open the client.
Go to Settings → Team Members.
Find the person you want to revoke.
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.
Contact Support at [email protected] with the name and email of the user to remove. We’ll take care of it quickly.
Client Team Members currently have a single access level.
Role- and permission-based controls are coming soon.
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.
Colleagues are your firm’s staff (invited at the firm level). Team Members are people at the client company (invited inside a specific client).
Any firm colleague with sufficient rights on that client (e.g., client admin or a firm Admin/Account Manager with admin rights).
Invites are per client. A person only sees the clients they’re invited to.
Ask them to check spam. In Settings → Team Members, revoke the Invitation (if pending) and send a fresh Invite.
No. Inviting client team members does not change your firm’s billing for that client.
No. The Demo Client doesn’t support invites. Use a real client (or Firm Free Books) to test the flow.
Got a question or feedback? Our team is all ears—come say hello!
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