Streamly

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Manage users, rooms, insurers, and suppliers ​

Administrators can manage the people and reference data that support the centre’s work.

How to add a user ​

  1. Open Team and select New user.
  2. Enter the user’s personal data, email, profile image if needed, specialties, and role.
  3. Set Admin status and Data access where applicable.
  4. Select Save. The application sends an invitation email for the user to complete sign-up.

How to set user access rights ​

  1. Open Team and select a user.
  2. Open User profile and access rights.
  3. Set the data scope: User data only, Specialty data only, or All data.
  4. Use Access restrictions to limit the sections the user can access, then save.

How to manage rooms, insurers, and suppliers ​

  1. Open Rooms, Insurance companies, or Suppliers from the navigation.
  2. Select the action to create a new record, or select an existing entry to edit it.
  3. Enter the requested information and select Save.
  4. Use the available Deactivate, Restore, or delete actions to manage records no longer in use.

Important information ​

Only administrators can add users and access some administrative functions. Adding productive users can be limited by the subscription plan. Deactivating a user keeps the record; deletion is irreversible and removes associated data.

Troubleshooting ​

  • If you cannot open a user profile, you may not have permission to access it.
  • If the application prevents adding a user, review the subscription warning and available user limit.