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The Administrator will have created ONE user account.  It is that user’s responsibility to add new users and set permissions.  It is also the responsibility to delete and manage the users as and when necessary.

  • The contact must be created before the address.
  • Add an existing user if the email address is already in Streamline. This will give access to multiple accounts.
  • An user with multiple accounts can switch between them by clicking on the gear icon.

Multiple users - Use the easy .csv import functionality

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