> 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-organization-dashboard.md).

# 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:

<table><thead><tr><th width="130.6796875"></th><th>Organization Dashboard</th><th>Business Dashboard</th></tr></thead><tbody><tr><td><strong>Scope</strong></td><td>Your entire organization: every business under it, plus all team members, roles, and permissions</td><td>All businesses in your organization, team members, roles, permissions, and billing if your business pays Digits directly</td></tr><tr><td><strong>Use it to</strong></td><td>Manage your team, organization settings, and your list of businesses</td><td>Work on the books—view financials, review transactions, run reports</td></tr><tr><td><strong>Get there</strong></td><td>Where you land at login; or top-left menu → <strong>View All Entities</strong></td><td>Click a <strong>business card</strong> from your Organization Dashboard</td></tr></tbody></table>

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.

***

### &#x20;**How Do I Get to My Organization Dashboard?**

When you log in, the **Organization Dashboard** is the first screen you see.

<div align="left"><figure><img src="/files/OvbxKGRKxKxep88bttQP" alt="" width="563"><figcaption></figcaption></figure></div>

**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.<br>

<div align="left"><figure><img src="/files/aSBkPCvswLWShEmWFB2v" alt="" width="240"><figcaption></figcaption></figure></div>

Or, from your business dashboard, click Settings in the left navigation menu. Then click Go to Organization.&#x20;

<div align="left"><figure><img src="/files/r2LtBKm23xGpnoyR3Kxt" alt="" width="375"><figcaption></figcaption></figure></div>

***

#### 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.

<div align="left"><figure><img src="/files/G2VznXx55x4gOuKggDFc" alt="" width="375"><figcaption></figcaption></figure></div>

***

### **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.

<div align="left"><figure><img src="/files/jgYn05uALIHqxdFMkk47" alt="" width="375"><figcaption></figcaption></figure></div>

***

#### 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](/for-clients/manage-your-team.md)
* **Manage Entities** — See all your businesses and the team members on each one. *See →* [Manage Your Entities](/for-clients/manage-your-entities.md)
* **Organization Settings** — Update organization-wide details, such as your **Organization Logo** and **Organization Name**. *See →* [Your Organization Settings](/for-clients/your-organization-settings.md)

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.

***

### Frequently Asked Questions

<details>

<summary>What is the Organization Dashboard in Digits?</summary>

The Organization Dashboard is the home screen for your entire Digits account. It sits one level above your individual businesses and is where you manage your team, your organization settings, and the list of all the businesses (entities) in your organization. To view financials and reports, you open one of those businesses to reach its business dashboard.

</details>

<details>

<summary>How do I get back to my Organization Dashboard?</summary>

Open the menu in the **top-left corner** (your organization name) and select **View All Entities**. This returns you to the Organization Dashboard from anywhere inside one of your businesses. When you first log in, the Organization Dashboard is also the first screen you see.

</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 %}

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.digits.com/for-clients/your-organization-dashboard.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.