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:
Admin
Can manage the client's team, billing, and organization settings, and use the features available in their plan.
Read Only
Can view financial information and leave comments, but can't make changes.
What Client Team Members Can and Can't Do
Invite or remove their own team members
✅
❌
Manage their billing and subscription
✅
❌
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, comment on, and share 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 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.