> 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/for-clients/your-business-dashboard.md).

# Your Business Dashboard

***

#### How is the Business Dashboard different from your Organization Dashboard?

They work at two different levels:

|               | Organization Dashboard                                               | Business Dashboard                                                  |
| ------------- | -------------------------------------------------------------------- | ------------------------------------------------------------------- |
| **Scope**     | Your whole account                                                   | A single business                                                   |
| **Use it to** | Manage your team, organization settings, and your list of businesses | Work on the books—view financials, review transactions, run reports |
| **Get there** | Where you land at login; or top-left menu → **View All Entities**    | Click a **business card** from your Organization Dashboard          |

In short: use your **Organization Dashboard** to manage *who has access and how your account is set up*, and a **business dashboard** to do the actual *accounting work* for one business.

***

### **How Do I Get to My Business Dashboard?**

* From your **Organization Dashboard**, click any **business card** (or select a business under **All Entities**) to open its dashboard.
* To switch businesses or go back up, open the menu in the **top-left corner** and pick another business, or select **View All Entities**.

***

### **What Can I Do in My Business Dashboard?**

The left navigation gives you access to that business's books and tools. What you see depends on your **plan** and **role**, but it commonly includes:

* **Financials & Reports** — view your books, statements, and key metrics.
* **Accounting** — review and categorize your transactions and ledger activity.
* **Connections** — link your bank and other accounts.
* **Bills, Invoices, and more** — manage payments and billing, depending on your plan.

You can also **comment and collaborate** with your team and accounting firm right in context—on transactions, reports, and more. To manage settings for the business, use its **Settings** (the gear icon).

For more on roles, see [Manage Your Team](/for-clients/manage-your-team.md)

***

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Working with an accounting firm?** Your firm works in this same dashboard alongside you, so the numbers you see are the numbers they're working in—no exporting or emailing files back and forth.
{% endhint %}

***

### Frequently Asked Questions

<details>

<summary>How do I switch between businesses?</summary>

Open the menu in the top-left corner and choose another business, or select **View All Entities** to go back to your Organization Dashboard and pick one from there.

</details>

<details>

<summary>Why can't I see or do everything in my business dashboard?</summary>

What you can see and do depends on your role and your plan. If something's missing, check with an Admin at your company or your accounting firm.

</details>

***

{% 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 %}
{% endcolumns %}

***


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