Account Security Settings – Streamline

Admins can configure account-wide security settings that apply to all users in your organization. This article outlines the different sections available under Security and what each one controls.

Accessing Security Settings

To open the Security settings:

Click the Account gear icon in the bottom left corner of your Streamline dashboard.
Hover over the Account menu option.
Select Security.

The Security section includes these main areas:

Signup and Authentication
Multi-Factor Authentication (MFA)
Access Keys
Data retention

Each area is described in more detail below.

Signup and Authentication

The Signup and Authentication section is where you can configure and update your organization’s Single Sign-On (SSO) integration, manage email domains, and enforce authentication policies.

From here, admins can:

Add or modify your SSO provider configuration.
Approve or restrict allowed email domains for your account.
Enable the Enforce SSO option to require all users to log in using your SSO provider.

For step-by-step guidance on configuring SSO, see Setting up Single Sign-On (SSO) in Streamline.

Multi-Factor Authentication (MFA)

The Multi-Factor Authentication section allows you to control how users verify their identity during login.

By default, Streamline enforces MFA via email, but admins can strengthen this by requiring an authentication app for all users.

For setup instructions and best practices, see Setting up Multi-Factor Authentication (MFA) in Streamline.

Access Keys

The Access Keys section allows you to enable and manage programmatic access for users.

When this option is turned on:

Users can generate their own access keys for API integrations or automated workflows.
Admins can view, manage, and revoke access keys at any time.

This feature is helpful for scenarios where users or developers need secure, programmatic access to Streamline data.

For details on how to create and manage keys, see Using Access Keys in Streamline.

Data retention

The Data retention section is for configuring if assets created during a workflow can be deleted after completion or saved for future use. When this feature is enabled, all files and outputs are stored in the repository for easy access. This feature is specific to the document repository feature that is a part of the CLM add-on.

Summary

The Security Settings page provides centralized control over key authentication and access options across your organization.

Admins can configure SSO, enforce MFA, and manage API access from one location to maintain a consistent and secure login experience for all users.