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Invite the team and accountant to Streamlined

Invite any member of your team to access the account

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a year ago
  1. Clickon 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.

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

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