Follow this guide to learn how to add a user to a business partner account in Stream.
If you need help adding Business Partners in Stream, check out our guide here.
Step 1: Go to ‘Business Partners’
From the main menu in the top right hand corner of Stream, click ‘Business Partners’.
Step 2: Select the Business Partner
In the ‘Overview’ module, select the Business Partner that you would like to add a new user to.
Step 3: Tick the ‘Allow Users?’
Tick the ‘Allow Users’ checkbox in the Users module to allow users to be added to this business partner account.
Step 4: Click ‘Add’ in the ‘Users’ module
Once you have ticked the ‘Allow Users’ box in the previous step, an add button will appear in the Users module. Click ‘Add’.
Step 5: Enter the new user’s details
In the popup window that appears, enter the details for the new user, including:
- Party (The business partner’s party)
- Name
- Profile (Username)
- User type
- Join date
Please note: the ‘Profile’ will be automatically populated as you enter the user’s name and is required to start with the 3 letter prefix for your company account, however the last 7 characters can be edited after you’ve entered the user’s name.
Step 6: Save the new user
When you’ve finished adding the user’s information, click ‘Save’.