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
Click Manage Team.
Click + Add Team Member in the top-right corner.
Enter the person's name and email address.
Option 2: From a business dashboard
Click Invite User in the left navigation menu.
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
From your organization dashboard, click Manage Team in the left navigation.
Select the team member you want to update.
In the Entities section, find the entity.
Open the role dropdown next to the entity name.
Select No Access.
The team member will no longer be able to access that entity.
Remove Access to the Entire Organization
From your organization dashboard, click Manage Team in the left navigation.
Select the team member you want to remove.
Open the role dropdown next to the team member's name.
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.
From your organization dashboard, click Manage Team.
Locate the pending invitation.
Select Revoke Invitation.
The invited user will no longer be able to join the organization using that invitation.
Note: If you're viewing an individual business dashboard, click Settings, then Go to Organization Settings, and follow the steps above.
Permissions and Access
Access in Digits has two levels:
Organization role controls what someone can do across the organization.
Admin: Can manage billing, entities, and users.
Read Only: Can sign in to the organization but can't manage billing, entities, users, or other organization settings. Access to individual entities is controlled by the person's Entity role.
Entity role controls what someone can do within each business.
Manager: Full access to the business, including commenting, tagging, and sharing.
Read Only: Can view the entity and add comments.
To remove someone's access to a single entity, change their Entity role to No Access. To remove them from the organization entirely, open the Organization Role menu and select Remove.