Accept a New User Invitation

When you receive an invitation to join Streamline, follow the steps below to activate your account.

Step 1: Accept the Invitation

1. Open the invitation email you received from Streamline.
2. Click the Accept Invitation button.
3. This will take you to the Streamline setup page to create your password.

Step 2: Create Your Password

After accepting your invitation, you’ll be prompted to configure and choose a unique password.

Your password must include:

• At least 12 characters
• 1 uppercase letter
• 1 lowercase letter
• 1 number
• 1 symbol

Once your password meets these requirements, click Save or Continue.

Note: If you already belong to a Streamline organization and are invited to another org, you will not need to create a new password. Instead, you will accept the invite into the new org and be automatically logged in.

Step 3: Log In to Streamline

After setting your password, you’ll automatically be logged into your Streamline account for the first time.

Tip: If your organization requires additional authentication (such as Multi-Factor Authentication), you’ll be prompted to complete that setup during your first login.

Next Step

If you need help setting up additional authentication options, see the article Setting up Multi-Factor Authentication (MFA) in Streamline.

FAQ

Can I use the same login credentials as my Formstack account?

Your login credentials for Formstack and Intellistack Streamline are distinct. Each platform utilizes a separate authentication method. If you’re using both platforms, we’d recommend using a different password for each service to enhance security.