Staff Access Management

Create Staff Accounts

Streem Connect allows you to create as many staff accounts as you need at no extra cost. 

Adding staff is easy, simply choose manage users from the menu. Here you can create your staff accounts. 

During the account creation you can give them 3 levels of access (outlined below). You can also give them access to certain clients whilst restricting them from others. 

Once you have added your staff details they will be sent an email to accept the invitation and create a password. 

Staff Permissions

Admin accounts

  • Can access billing information
  • Can access account management
  • Can manage staff accounts
  • Can delegate client access to staff
  • Can create, edit and delete clients

Manager accounts

  • Can access account management
  • Can manage staff accounts
  • Can delegate client access to staff
  • Can create, edit and delete clients

Basic accounts

  • Can use all Streem Connect features (send links, view client details, use reconciler and access spending)
  • Only has access to clients they have been delegated
  • Cannot create new clients

What people are saying about Streem Connect

"Streem Connect have rapidly become heroes amongst our team. The client sign-up is slick and easy, the platform is intuitive and a pleasure to use and the support team is incredibly responsive. With bank feeds seemingly getting worse all the time, causing frustration, extra work and risk of error, Streem Connect brings back the control that allows us to calmly and confidently serve our clients."
James Lizars
CEO - Thrive Accountants