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Managing Your Team (Inviting/Removing Users)

Digits is built for collaboration—invite co-founders, your accountant, or ops leads to view reports and manage bills, and remove access anytime when they no longer need it.

How to Add a Team Member

How to Add a Team Member

There are two ways to invite someone to your account:

Option 1: From the organization dashboard

  1. Click Manage Team.

  2. Click + Add Team Member in the top-right corner.

  3. Enter the person's name and email address.

Option 2: From a business dashboard

  1. Click Invite User in the left navigation menu.

  2. Enter the person's name and email address.

Either way, before sending:

  • Organization Role defaults to Admin.

  • Entity Access defaults to Manager.

Click Send Invite. They'll receive an email with a link to join your Digits workspace.

How to Remove a Team Member

You can remove a team member from a specific entity or from the entire organization.

Remove Access to an Entity

  1. From your organization dashboard, click Manage Team in the left navigation.

  2. Select the team member you want to update.

  3. In the Entities section, find the entity.

  4. Open the role dropdown next to the entity name.

  5. Select No Access.

The team member will no longer be able to access that entity.

Remove Access to the Entire Organization

  1. From your organization dashboard, click Manage Team in the left navigation.

  2. Select the team member you want to remove.

  3. Open the role dropdown next to the team member's name.

  4. Select No Access.

The team member will no longer be able to access any entities in the organization.

Revoke a Pending Invitation

If a team member has not yet accepted their invitation, you can revoke it instead of removing their access.

  1. From your organization dashboard, click Manage Team.

  2. Locate the pending invitation.

  3. Select Revoke Invitation.

The invited user will no longer be able to join the organization using that invitation.

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Note: If you're viewing an individual business dashboard, click Settings, then Go to Organization Settings, and follow the steps above.

Permissions and Access

At the moment, Digits offers one access level for invited users:

  • Anyone you invite has full visibility into your Digits workspace for that business.

You can safely invite:

  • Co-founders

  • Internal team members

  • Your accountant or bookkeeper

  • Investors or advisors you want to keep in the loop

Just keep in mind they’ll see the same financial views you do.

We’re actively working on adding roles and permission controls so you can fine-tune access in the future.

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

Contact Digits Support