> 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/my-business-account/managing-your-team.md).

# Managing Your Team (Inviting/Removing Users)

***

### 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**.

<div align="left"><figure><img src="/files/0a7fRJMoZj38uYOsvdEi" alt="" width="375"><figcaption></figcaption></figure></div>

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**.

<div align="left"><figure><img src="/files/P2jVbszTXnKDM8uMvvb3" alt="" width="375"><figcaption></figcaption></figure></div>

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.

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Note:** If you're viewing an individual business dashboard, click **Settings**, then **Go to Organization Settings**, and follow the steps above.

<img src="/files/GIckdRGLUx5s2amBNr2X" alt="" data-size="original">
{% endhint %}

***

### 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.

***

### Frequently Asked Questions

<details>

<summary>Can multiple operators use the same Digits account at the same time?</summary>

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

</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/my-business-account/managing-your-team.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.
