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Streamline 2.0 User Guide

How do I set up user accounts for my employees?

User accounts are managed on the User Accounts list, which is accessed via the Setup > User Accounts menu.

Logon Code
The code this user will use to log on to Streamline.

Password
Passwords must be between 6 and 16 characters.

Administrator
Check this box if this user account will have full system privileges.

Active
Check this box if this user can log on to Streamline.

Can Edit User Accounts
Check this box if this user can manage other user accounts.

Can View Reports
Uncheck this box to prevent the user from viewing the Reports screen.

Can View Staff Reports
Uncheck this box to prevent the user from viewing staff reports.

Can View Billing Reports
Uncheck this box to prevent the user from viewing billing reports.

Name
Enter the user's first and last names.

Wage
Enter the user's hourly wage. Enter $0.00 if you are not using Streamline for payroll.

Home Phone (optional)
Enter the user's home phone number.

Mobile Phone (optional)
Enter the user's mobile phone number.

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