For the complete documentation index, see llms.txt. This page is also available as Markdown.

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

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

Capability
Client Admin
Client Read Only

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.

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.)