How do I send an invite to a client to use Digits?

  • 13 February 2024
  • 1 reply

My apologies if I missed it in the help area, but I cannot find how to send an invite to a client to use Digits. I see the option to invite users when I publish a report, but I can’t find that ability anywhere else in the Digits interface. 

And after I have invited a client, I don’t see anything in the interface that lets me know they have been invited and whether or not they have accepted the invite (or clicked on the link). Am I missing something?

1 reply

Userlevel 5
Badge +3

Hey Caroline,

From your dashboard, there should be an “Add Client” button in the top right corner. 

When clicking that same button, you can see all invitations by clicking on 

Once there, if you see these three dots next to an invitation, you will know that the client has not accepted the invitation, and you can either resend or revoke the invitation.