> 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/the-clients-organization-dashboard-what-your-clients-see.md).

# The Client's Organization Dashboard (What Your Clients See)

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When one of your clients logs into Digits, they land on their **Organization Dashboard**. This is their account's home base—one level above any individual set of books. It's where *they* manage their businesses, their own team, and their organization settings.

Knowing this view helps you guide clients over the phone or in a screen-share and understand what they can (and can't) do on their side.

***

#### What Your Client Sees

The left navigation gives your client everything at the organization level:

* **All Entities** — Every business (entity) in their organization at a glance. This is the dashboard's home view; clicking a business opens its individual dashboard and the books.
* **Manage Team** — Where your client invites their own Team Members, sets roles, adjusts entity access, and removes people who have left.
* **Manage Entities** — Where your client adds and organizes the businesses under their organization.
* **Organization Settings** — Manage organization-wide details, including the **Organization Name** and **Organization Logo**. Clients who pay for their own subscription can also view their billing information here.

At the bottom, they'll also see quick links to the **Developer** API, the **Help Center** (or `Shift + /`), and Digits resources.

<div align="left"><figure><img src="/files/PyQbar23oPUmaLV009mG" alt=""><figcaption></figcaption></figure></div>

***

New clients see a **Welcome to Digits** banner with quick-start actions—**Watch the intro video**, **Launch demo**, **See product guides**, and **Visit help center**. Below it, each of their businesses appears as a card showing its name, email, and onboarding **Checklist** progress.

***

* Your client controls who has access to their organization. If a client asks you to add or remove one of *their* Team Members, point them to **Manage Team**—it's a client-side action.
* Adding your firm's own **Colleagues** happens separately, at the firm level (**Firm Dashboard → Firm Settings**), not from the client's organization dashboard.
* To view a client's financials, transactions, and reports, open one of their businesses to reach its **business dashboard**—the organization dashboard itself is for account management, not the books.

{% hint style="info" %}
**Reaching it from a business dashboard:** Your client can get back to their organization dashboard anytime by clicking **Settings → Go to Organization Settings**.
{% endhint %}

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<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>
{% endcolumn %}
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***


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