# Firm Roles & Permissions (Invite Colleagues)

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### What’s the Difference Between Colleagues and Team Members?

<table><thead><tr><th width="187.87786865234375">Type</th><th>Description</th></tr></thead><tbody><tr><td><strong>Colleagues</strong></td><td>Your firm’s staff, invited at the <strong>firm level</strong>. You control which clients each colleague can access.</td></tr><tr><td><strong>Team Members (Users)</strong></td><td>People at your <strong>client’s company</strong> who have been invited to a specific client.<br>See → <a data-mention href="/spaces/vSRL2TlhlioIo7LGLhmQ/pages/GHpSxtIo3XChf9pKO7G2">/spaces/vSRL2TlhlioIo7LGLhmQ/pages/GHpSxtIo3XChf9pKO7G2</a></td></tr></tbody></table>

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### How Do Roles and Permissions Work in Digits?

Roles in Digits control what each colleague can do — both across your entire firm and within individual client workspaces.\
There are **two layers** of permissions:

1. **Firm Roles** — define what a colleague can do across your firm (settings, billing, clients, and invites).
2. **Client Access Levels** — define what that colleague can do within a specific client’s books.

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### What Are Firm Roles?

Assigned per colleague; applies across the entire firm.

<table data-header-hidden><thead><tr><th width="214.77056884765625">Firm Role</th><th>What They Can Do</th></tr></thead><tbody><tr><td><strong>Admin</strong></td><td>Can manage firm settings, billing, users, and clients. Defaults to admin on all clients.</td></tr><tr><td><strong>Account Manager</strong></td><td>Can view clients they’ve been given access to, add new clients, and give users access to a client.</td></tr><tr><td><strong>Associate</strong></td><td>Can view clients they’ve been given access to. Cannot add new users or clients.</td></tr></tbody></table>

{% hint style="success" %}
**Tip:** A colleague’s **Firm Role** determines their firm-wide permissions. You can adjust their client-specific access separately.
{% endhint %}

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### What Are Client Access Levels?

Client Access Levels define what each colleague can do *inside* a client’s account. These settings can differ for every client they work with.

<table data-header-hidden><thead><tr><th width="208.6378173828125">Client Access Level</th><th>Permissions</th></tr></thead><tbody><tr><td><strong>Admin</strong></td><td>Access to all tools. Can comment, tag, and share.</td></tr><tr><td><strong>Associate</strong></td><td>Access to all tools. Cannot comment, tag, or share.</td></tr><tr><td><strong>No Access</strong></td><td>Removes all access to the client.</td></tr></tbody></table>

{% hint style="info" %}
**Example:** You might assign a colleague the **Firm Role of Account Manager** but set their **Client Access Level** to **Associate** for specific clients to whom they need view-only access.
{% endhint %}

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### Invite a Colleague

Follow these steps to invite a colleague to your firm:

1. Go to **Firm Settings → Colleagues**.
2. Click **Invite Colleague**.
3. Enter their **name** and **work email**.
4. Select a **Firm Role**, then click **Next**.
5. *(Optional)* Choose the clients they should access.
6. Click **Send Invite**.

They’ll receive an email to create (or sign in to) their **Digits** account. Once they accept, they’ll be added to your firm.

{% hint style="info" %}
**Tip:** A colleague’s **Firm Role** sets their default permissions across all clients. You can then adjust client-level access individually to control which clients they can view or manage.
{% endhint %}

***

### How Do I Manage or Remove a Colleague’s Access?

#### **Change or Remove Access for a Single Client**

1. Go to **Firm Settings → Colleagues.**
2. Find the **colleague** (list is below, Invite Colleague).
3. Locate the client in the right **client access** column.
4. Use the dropdown to choose **Admin**, **Associate**, or **No Access**, then click **Save**.

<div align="left"><figure><img src="/files/2DPh9pn7sEjFBj2goA8M" alt="" width="262"><figcaption></figcaption></figure></div>

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#### **Remove a Colleague from the Firm Entirely**

1. Go to **Firm Settings → Colleagues.**
2. Find the colleague in the list.
3. Click the **⋮ (three-dot menu)** next to their name.
4. Select **Remove**, then **Confirm**.

<div align="left"><figure><img src="/files/9y3QioLDcdk0uHmbvErI" alt="" width="259"><figcaption></figcaption></figure></div>

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### Frequently Asked Questions

<details>

<summary>Do Firm Roles apply to everyone or per colleague?</summary>

Per colleague. You assign a Firm Role to each colleague, then set that colleague’s client-level access per client.

</details>

<details>

<summary>Why can't I invite colleagues to the Demo Client?</summary>

The Demo Client doesn’t support invitations. Invite colleagues at the firm level and assign them to real clients or [Free Firm Books](/my-firm-account/free-books.md).

</details>

<details>

<summary>Can I restrict a colleague to only certain clients?</summary>

Yes. Assign them an appropriate Firm Role (e.g., Associate), then grant client-level access only to the clients they need.

</details>

<details>

<summary>What default access does a Firm Admin get?</summary>

Firm Admins control firm-wide settings and default to Admin on all clients. Change their Firm Role if you want to manage client access individually.

</details>

<details>

<summary>Why are client access controls locked?</summary>

Because the colleague is a Firm Admi&#x6E;**.** Change their Firm Role to adjust client-level permissions.

<div align="left"><figure><img src="/files/gFodFVYvM8teMYxXh3gk" alt="" width="259"><figcaption></figcaption></figure></div>

</details>

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### Need to Invite People from the Client’s Company?

If you want to invite **owners, finance leads, or staff from your client’s organization** to access their own books, see: [Team Member (Client) Roles & Permissions](/client-management/roles-and-permissions.md)

This separate process lets your clients collaborate securely inside their own Digits workspace, without giving them firm-level access.

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<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>
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