> 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/roles-and-permissions.md). # 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. *** {% hint style="info" icon="lightbulb-on" %} ### 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. {% endhint %} *** ### Choose a Team Member Role When you invite someone, choose one of these roles:
RoleDescription
ClientA client's full-access role is called Client — the label you'll see when inviting a client team member. (The same role appears as Admin inside the client's own Organization Settings.)
Read OnlyMembers can view and comment, but can't create, edit, or delete.
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 1. From the **Firm Dashboard**, open the business dashboard for the client you want to share. 2. From the left navigation menu, click **Invite Client**. 3. Enter the person’s **Name** and **Email**. 4. Select a **Role**. 5. *(Optional)* Add a custom message. 6. 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. {% hint style="warning" icon="lightbulb-exclamation-on" %} #### **You can invite, but you can't remove.** 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 for each entity * 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. {% endhint %} *** ### 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 ](https://help.digits.com/for-clients/my-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.
Who can invite team members to a client organization? A user's ability to invite team members depends on their role. * **Client organization admins** can invite and remove team members using **Manage Team**. * **Non-admin client users** can't invite additional team members. * **Firm colleagues** can also invite users when they have the appropriate permissions. If you don't see the option to invite someone, check whether you have **Admin** access for your organization.
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](/my-firm-account/free-books.md)) 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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