Managing User Contacts in Streamline

Overview #

• The Administrator initially creates one user account.
• It is the user’s responsibility to:
  • Add new users
  • Set permissions
  • Delete or manage users when needed

Key Guidelines for Adding Contacts #

• Create the contact before adding an address.
• Reuse existing users by entering the same email address already registered in Streamline — this enables access to multiple accounts.
• Users with multiple accounts can switch accounts via the gear icon.

Options to Add Users #

In the Contacts tab, click the Add dropdown to choose how to add users:

• New User – Add a brand-new contact.
• Existing User – Link an email already in Streamline.
• Import from CSV – Bulk add contacts via a CSV upload.