Streamlined

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

Click＋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" rel="nofollow noopener noreferrer" target="_blank">Settings &gt; Team &amp; Account</a>.
2. Click＋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 any member of your team to access the account

Invite the team and accountant to Streamlined

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