The Streamline Homepage

The Streamline Homepage is your personalized, role-based starting point within Streamline. Designed to reduce complexity and increase efficiency, this homepage gives Admins, Builders, and Operators immediate access to their most important tools, insights, and recent activity—all tailored to their unique responsibilities.

This article explains what you’ll see on the Streamline Landing Page depending on your role, and outlines what’s possible today.

Who Has Access?

All users with an account in Streamline will land on this page when they log in.

Depending on your role, you’ll see different widgets:

Admins/Managers see system-wide insights and support resources

Builders get quick access to projects, in-progress work, and help tools

Operators are focused on live workflows and task tracking

What You Can Do

Each user role has a distinct view with different widget sets. Here's what each role can expect:

Admin / Manager

Data Connections: View the current status of connected systems (like EHRs, CRMs, etc.). Any integration issues will be flagged here for action.

Recently Created Projects: See a timeline of recently published workflows for system-level awareness.

Resources: Submit a support ticket or request a feature from directly within the page.

Builder

Recently Created Projects: Quickly jump back into what you’ve just built or launched.

In-Progress Sessions: Monitor real-time activity in your workflows to support troubleshooting or iteration.

Resources: Submit tickets and feedback to streamline your build process.

Operator

In-Progress Sessions: Keep track of tasks and workflows actively in motion.

Recently Created Projects: Surface workflows that you may be executing against or collaborating on.

Resources: Need help or want to suggest something? It's one click away.