How To: Add and Remove Users from My Team

Now that you're up and running in Streak and you're ready for your co-workers to join in on the fun, it's easy to scale and manage your Team!

Adding Users to Your Streak Team

If you are a Team Owner, to add new users to your Team:

  1. Click the Streak menu at the top right of Gmail
  2. Select the Team icon 
  3. Select the 'Add/Remove Team Members' link 
  4. Add the desired users and adjust their user permission role
  5. Click the Continue button 
  6. Confirm the details and click the Save Changes button

Adding a user to your paid Team will immediately charge your credit card on file to activate their paid account and offer access to the features included in your plan's feature package

What happens next?

When a new user is added to your Team, they will receive an invitation email from Streak. After installing the Streak extension, they can accept the invite to join your Team and access the Team's Pipelines. Read more about Pipeline permissions and visibility here


Removing Users from Your Streak Team

If you are a Team Owner, to remove users from your Team:

  1. Click the Streak menu at the top right of Gmail
  2. Select the Team icon 
  3. Select the 'Add/Remove Team Members' link 
  4. Remove the desired users and click the Continue button 
  5. Click the Save Changes button

What about their data?

Removing a user from your Team should have little impact on your Pipeline data. That user's Boxes will still exist, their notes will still be saved, their activity feed items will continue to show, and the emails that they've added to Boxes will still be accessible by the remaining users on the shared Pipelines. Removing a user from your Team will, however, affect the following:

  • The removed user will lose access to all Team Pipelines
  • The removed user will be removed from all Boxes and tasks currently assigned to them
  • If the removed user is the only admin of a Pipeline, they will be replaced with the Team Owners

If a user is no longer with your company, please also read this article. 


   In-App Tour: How to manage the members of my team

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