Streak Teams

Because Streak is optimized for collaboration, user accounts and content sharing is organized around Teams.

What is a Team? 

Streak offers the option to create a Team, and to set your Pipelines so that they belong to that Team. Teams enable users to effortlessly share their Pipelines, Boxes, and Contacts so you don’t have to spend any more time forwarding emails, filling someone in, or forking over contact information.

Teams also offer a way to easily manage multiple users under the same account, whether that's on a Free Plan or subscribed to a Paid Plan. To add or remove users from your Team, the Teams Dashboard can be accessed from your Streak Menu, learn how here.  

Do I have to share all of my Pipelines with my Team? 

Each Pipeline has it's own individual sharing settings, allowing you to control the Team access to each of them. You can share the Pipeline with your entire Team, a few members of your Team, or zero members of your Team to keep that Pipeline private. You can also share your Pipelines with your Team under restricted access, more details can be found here

Should I have multiple Teams for my company? 

If you're a large organization with multiple discrete business units, you might be thinking that you need multiple Teams. However, if you're simply looking for a way to group your Pipelines together then we would suggest creating only one Team. Remember, Teams allow content sharing across users and if you are not on the same Team you cannot share Contacts. 

If you have different groups of users working on different Pipelines and you do not want to share Contacts between the groups, then you would want to create separate Teams. This typically applies to contractors working with separate companies on each Pipeline. 

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