Streamlined

Visit <a href="https://app.streamlinedpayments.com/settings#team" target="_blank" rel="nofollow noopener noreferrer">Settings &gt; Account &gt; Team</a>.

Click the＋on the right to invite a teammate to join Streamlined. The teammate will receive an email notification. A teammate’s account will appear as (Invitation Pending) until it has been accepted.

Complete the form and select permissions appropriately. Then select Invite.

1. Visit <a href="https://app.streamlinedpayments.com/settings#team" target="_blank" rel="nofollow noopener noreferrer">Settings &gt; Account &gt; Team</a>.
2. Click the＋on the right to invite a teammate to join Streamlined. The teammate will receive an email notification. A teammate’s account will appear as (Invitation Pending) until it has been accepted.
3. Complete the form and select permissions appropriately. Then select Invite.

Invite the team and accountant to Streamlined

Find answers and get help from Intercom Support and Community Experts