> 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/what-clients-can-and-cant-do.md). # What Clients Can & Can't Do When you manage a client's books in Digits, the people in that client's organization have different permissions based on **their role** and **their subscription plan**. * A person's **role** determines what they can do. * The client's **plan** determines which features are available. For example, if a client's plan doesn't include **Connections** or **Category Manager**, those features won't appear—even if the person's role would normally allow them to use them. Both the plan and the person's role must allow an action before it can be performed. *** ### **Client Roles** People in a client's organization can have one of two roles:

Role	Description
Client	A 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 Only	Members can view and comment, but can't create, edit, or delete.

**What Client Team Members Can and Can't Do**

Capability	Client	Client Read Only
Invite or remove their own team members	✅	❌
Manage their billing and subscription (if the client is self-paid)	✅	❌
View financials and reports	✅	✅
Comment, tag, and share	✅	✅ (comment)
Add a bank / financial connection	✅	❌
Add or edit accounts in the Chart of Accounts (Category Manager)	❌	❌
Edit or reclassify individual transactions	⚠️ Limited	❌
Edit a transaction in a closed / locked period	❌	❌

#### Chart of Accounts Managed clients can view and comment on the **Chart of Accounts**, but they can't add, edit, or delete accounts. Your accounting firm manages the Chart of Accounts for your organization. #### Editing Transactions Client Admins can edit or reclassify individual transactions when allowed. They can't perform bulk ledger edits or make structural changes to the books. #### Closed Periods Once an accounting period is closed, transactions dated within that period can't be edited by anyone—including your client or your firm's colleagues. To make changes, the period must first be reopened. *** ### Does This Vary by Plan? Yes. Some features depend on the client's subscription plan, while others depend on the user's role. See [Digits for Firms Plans](/my-firm-account/firm-plans.md) for a comparison of available features. * If a client **can't see** a feature, check their subscription plan. * If they **can see** the feature but can't use it, check their role. *** ### Frequently Asked Questions

What's the difference between a Client Admin and a Read-Only client?

A Client Admin can use Digits day to day — manage their team and billing, add connections, and edit individual transactions — while a Read-Only client can only view financials and leave comments. Neither can restructure the books or edit the Chart of Accounts.

Can a client edit a transaction in a closed period?

No. Once an accounting period is closed, transactions dated within it are locked for everyone — the client and your firm's colleagues alike. The period must be reopened before anyone can edit them.

Can my client manage their own team?

A Client Admin can invite and remove their own team members and set each person's access. A Read-Only client can't manage the team. (Note: your firm can help invite people during setup, but can't remove a client's active team members.)

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