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

1. Go to Settings → Team Members.

2. Click Invite in the top-right corner.

3. Enter the person’s name and email address.

4. (Optional) Add a custom message to explain why they’re being invited.

5. Click Send Invite.

They’ll receive an email with a link to join your Digits workspace.

Tip: You can also invite colleagues directly from your Home dashboard using the Invite Colleague button in the top-right corner.

---

How to Remove a Team Member

If someone no longer needs access (for example, a contractor is done, or a teammate has left):

Right now, removal is handled by our team.

1. Email [email protected] with:

   • The person’s name

   • Their email address

2. Our team will remove their access for you.

We’ll let you know once it’s complete.

---

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.

---

Have questions about inviting or removing someone? Email [email protected] and we’ll be happy to help you get your team set up just right.