The instructions in this FAQ apply to both the old and Digit user interfaces.
Not sure which interface you're using? Click here to work it out!
Our Account Sharing feature lets you add other people to your Squirrel Street account. Crazy right? This feature provides a safe, secure and easy way for multiple people to use the same account via separate logins. So your co-founder, accountant, business partner or spouse can access your expenses using their own credentials.
For the Old User Interface
- Go to Settings and then click Manage users. From here, you will be able to invite people to share your account by clicking the Invite user button in the top right corner.
- When you invite a user, their name will appear under the Invited users section of the same page.
For the Digit User Interface
- Go to Settings then Account Settings. At the bottom of the Account Settings menu, click on Account Users.
- Click on Invite User to the right.
1 The first step is to login via digit.squirrelstreet.com and click on the name of your account to the top right of the screen.
2 Click Settings
3 Click Account Users
4 Click Invite User
5 Fill in the form then click on Invite User at the bottom. The invitee will receive an email with instructions on how to set their own password.
Here's an interactive tutorial for the visual learners