Your Organization Dashboard
When you log in to Digits, you land on your Organization Dashboard. Think of it as the home base for your whole account. It sits one level above your individual businesses, and it's where you manage everything across your organization—your businesses, your team, and your settings.
Your accounting firm works in Digits alongside you, but this dashboard is yours: it's where you control who on your team has access and how your organization is set up.
How is the Organization Dashboard different from your Business Dashboard?
They work at two different levels:
Scope
Your entire organization: every business under it, plus all team members, roles, and permissions
All businesses in your organization, team members, roles, permissions, and billing if your business pays Digits directly
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 to your businesses, which businesses are registered in Digits, and how your organization appears in Digits. Use a business dashboard to do the actual accounting work for an individual business.
How Do I Get to My Organization Dashboard?
When you log in, the Organization Dashboard is the first screen you see.
From inside your business dashboard, open the menu in the top-left corner (your organization name) and select View All Entities to return here anytime.
Or, from your business dashboard, click Settings in the left navigation menu. Then click Go to Organization.
The Welcome Banner
At the top of the dashboard, the Digits Guide banner gives you quick ways to get up to speed:
Watch the intro video — a short overview of how Digits works.
Launch demo — explore Digits using sample data.
See product guides — step-by-step walkthroughs of key features.
Visit the help center — browse articles like this one.
Once you're comfortable finding your way around, collapse this banner by clicking Digits Guide at the top.
Where Do I See My Businesses?
Below the banner, each business in your organization appears as its own card showing its name, email, and setup Checklist progress. Click any card to open that business and dive into its financials, transactions, and reports.
The Left Navigation Menu
Everything you manage at the organization level lives in the left sidebar:
All Entities — Every business (entity) in your organization, in one place. This is the dashboard's home view; click any business to open its individual dashboard and see the books.
Manage Team — Invite people from your company, set their roles, control which businesses they can access, and remove team members who have left. See → Manage Your Team
Manage Entities — See all your businesses and the team members on each one. See → Manage Your Entities
Organization Settings — Update organization-wide details, such as your Organization Logo and Organization Name. See → Your Organization Settings
At the bottom of the sidebar, you'll also find quick links to the Developer API, the Help Center (or press Shift + /), and other Digits resources.