How to Add Users to Streamline

Managing users effectively is essential for keeping your team organized and ensuring everyone has the appropriate access to the platform. In this guide, we’ll walk you through the process of adding new users, assigning roles, and managing user accounts.

Step 1: Access the User Management Section

To begin, navigate to the User Icon on the platform’s main interface. Click on it and select Users to open the user management section.

Here, you will see a list of all current users and their roles within the platform.

Additionally, this section allows you to manage user groups and see which users are still pending activation.

Step 2: View Current Users

In the Users section, you’ll notice two tabs at the top: All Users and Pending. The All Users tab shows everyone who has accepted their invitation and is actively using the platform. The Pending tab shows users who have yet to accept their invitation. You can use this tab to follow up with or delete users who haven’t responded. You also have the option to edit the profile of each user if you need to make changes to that user.

Step 3: Add a New User

To add a new user, click the Add User button in the top-right corner of the screen. You’ll be prompted to enter the following details:

• Name: Enter the user's full name.
  
   
• Email Address: Provide a valid email address for the user.
  
   
• Role: Set the user's role within the platform. In this example, we’ll assign Steve Rogers as a manager .

Once the details are entered, click Add User.

Step 4: User Invitation and Email Notification

After you add a user, the platform will automatically send an email invitation to the email address you provided. The user will receive an email similar to the following:

• An invitation to join the platform.
  
   
• A "Accept Invitation" button that they must click to proceed.
  
   

Step 5: New User Acceptance

When the user clicks on the invitation link, they will be directed to a page where they can:

1. Create a Password: The user will need to set a secure password.
   
    
2. Accept the Invitation: After setting their password, they can accept the invitation.
   
    

Once the user accepts the invitation, they will be automatically logged into the platform and directed to the home screen.

Step 6: Verify User Activation

To confirm that the new user has been successfully added, return to the Users section. For our example, you’ll see that Steve Roger is now listed as an active user with the role of Admin.

The user will now have access to the platform based on their assigned role.