Manage Your Team

Organization Admins can manage the people in your Digits organization. From the Organization Dashboard, you can invite team members, update their access, revoke pending invitations, and remove people who no longer need access.

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How Does Team Member Access Work?

When you invite a team member, you'll choose their Organization Role and their default entity role, which you can also customize per entity. Each team member has two types of access:

Organization Role determines what they can do across your organization.

Role	What they can do
Admin	Manage billing, entities, team members, and organization settings across the organization.
Read Only	Can't manage the organization; what they can see or do in each business is set by their Entity Access.

Entity Role determines which businesses (entities) they can access.

Role	What they can do
Manager	Can use day-to-day tools—view, comment, tag, and share transactions and reports. Note: some setup-level tools (like Chart of Accounts/Category Manager) remain view-only, even for Managers. Managers also can't lock or open accounting periods.
Read Only	Can view all tools and data and comment, but can't make edits anywhere, including the Chart of Accounts, transactions, or reports. This includes locking or opening accounting periods.
No Access	Can't access that business.

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Invite a Team Member

There are two ways to start an invitation:

• From your Organization Dashboard — click Manage Team, then + Add Team Member.

• From a business dashboard — click Add Team Member in the left navigation menu.

Either way, then:

1. Enter the person's name and email address.
2. Choose their access:

   • Organization Role (defaults to Admin)

     • Admin — Manage billing, entities, team members, and organization settings across the organization
     • Read-Only — Can view financial information and leave comments but can't make changes.
   • Entity Access (defaults to Manager)

     • Manager
     • Read Only
     • No Access
3. Click Send Invite.

The person will receive an email invitation to join your Digits organization. Until they accept the invitation, their status will appear as Pending.

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How Do I Revoke a Pending Invitation?

You need to have joined first. Revoking a pending invitation is done by an active Admin at your company. Once you've joined, you can revoke pending invitations for other team members who haven't accepted yet.

If no one at your company has accepted yet—for example, the original invitation used to set up your organization is still pending—it can't be revoked from Manage Team, since there's no active Admin to do it. Your firm can't revoke it either, because it lives in your Organization Dashboard. If you need to change or resend that invitation, contact Digits Support.

1. From your Organization Dashboard, click Manage Team.
2. Find the team member whose invitation is pending.
3. Click Revoke Invitation.

The invitation link will no longer work. You can send a new invitation at any time.

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How Do I Change a Team Member's Access?

1. From your Organization Dashboard, click Manage Team.
2. Select the team member you want to update.
3. To change their organization-wide permissions, open the Organization Role dropdown next to their name and choose a new role.
4. To change access to a specific business, find it in the Entities section and select a new role from the dropdown next to that entity.

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How Do I Remove a Team Member?

You can either remove someone from your entire organization or remove access to a single business.

Remove Someone from Your Organization

1. From your Organization Dashboard, click Manage Team.
2. Select the team member.
3. Open the Organization Role dropdown next to their name.
4. Select Remove.

1. Click Remove again to confirm.

The team member will immediately lose access to every business in your organization.

You can't remove the last active Admin. Promote another team member to Admin before removing them.

If you're removing your own access from the organization, the option appears as "Leave" instead of "Remove".

Remove Someone from a Single Business

1. From your Organization Dashboard, click Manage Team.
2. Select the team member.
3. In the Entities section, find the business you want to update.
4. Open the role dropdown for that business and select No Access.

The team member will keep access to the rest of your organization but won't be able to access that business.

Tip: If you're an Admin, this is always reversible: Admins can re-add themselves to any business in the organization at any time.

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Who Can Manage Team Members?

Managing team members is an organization-level permission.

Action	You (Organization Admin)	Your Accounting Firm
Invite team members	✓	✓
Change team member access	✓	✗
Remove an active team member	✓	✗
Revoke pending invitations	✓	✗

Only someone in your organization with the Admin role can remove an active team member. Your accounting firm can help invite people during setup, but they can't remove someone who has already joined your organization.

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Frequently Asked Questions

What's the difference between Organization Role and Entity Access?

Organization Role determines what someone can do across your organization, such as managing team members or organization settings.

Entity Access determines which businesses they can access and what role they have within each business.

Can multiple team members use Digits at the same time?

Yes. There are no limits on how many users can be signed in and using Digits simultaneously. If your organization has multiple team members, each person can sign in with their own account and work in Digits at the same time.

Who can remove a team member from my organization?

Only someone at your company with an Admin role can remove an active team member, and it's done from Manage Team in the Organization Dashboard. Your accounting firm's colleagues cannot remove one of your team members for you—that has to be done by someone on your side.

Can my accounting firm manage my team members?

Your accounting firm can help invite people to your organization, but only your organization's Admins can update access or remove active team members.

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.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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