Summary and recommendation
Streak user management can be run manually, but complexity usually increases with role models, licensing gates, and offboarding dependencies. This guide gives the exact mechanics and where automation has the biggest impact.
Streak is a Gmail-native CRM with two fixed team roles-Admin and Member-plus per-pipeline sharing controls (private, team-wide, or specific users).
There are no custom roles at any plan tier.
Team features, including shared pipelines and multi-user access, require Pro or higher;
the Free and Solo plans are single-user only.
SAML SSO is gated to the Enterprise plan ($129–$159/user/month plus a $49/month base fee).
No SCIM provisioning exists at any tier, so automated user lifecycle management through an IdP is not available even on Enterprise.
Quick facts
| Admin console path | Gmail sidebar → Streak icon → Settings (gear icon) → Team |
| Admin console URL | Official docs |
| SCIM available | No |
| SCIM tier required | Enterprise |
| SSO prerequisite | No |
User types and roles
| Role | Permissions | Cannot do | Plan required | Seat cost | Watch out for |
|---|---|---|---|---|---|
| Admin | Invite and remove team members, manage billing, configure team settings, access all shared pipelines, manage pipeline sharing and permissions. | Cannot impersonate other users or access private pipelines belonging to other members unless explicitly shared. | Pro or higher (team features require a paid team plan) | Same per-user rate as Member seats on the same plan | Admin role is assigned per-team; a user can be Admin on one team and Member on another if they belong to multiple organizations. |
| Member | Access shared pipelines, create personal pipelines, collaborate on boxes and contacts within shared pipelines. | Cannot invite or remove other users, cannot access billing, cannot change team-level settings. | Pro or higher for team collaboration features | Billed at the plan's per-user/month rate | Free plan users can only use Streak individually; team features (shared pipelines, multi-user access) require a paid plan. |
Permission model
- Model type: role-based
- Description: Streak uses two fixed team-level roles: Admin and Member. Pipeline-level sharing is controlled separately-each pipeline can be set to private, shared with specific teammates, or shared with the whole team. There are no custom roles.
- Custom roles: No
- Custom roles plan: Not documented
- Granularity: Two team roles (Admin, Member) plus per-pipeline sharing controls (private, team, or specific users). No field-level or object-level permission granularity beyond pipeline sharing.
How to add users
- Open Gmail and click the Streak icon in the sidebar.
- Navigate to Settings → Team (or go to streak.com/dashboard#team).
- Click 'Invite Members' or 'Invite People'.
- Enter the email address(es) of the person(s) to invite.
- Select the role (Admin or Member) for each invitee.
- Click 'Send Invite'. The invitee receives an email invitation to join the team.
- The invitee must accept the invitation and connect their Gmail account to Streak.
Required fields: Email address of invitee, Role selection (Admin or Member)
Watch out for:
- Invitees must have a Gmail or Google Workspace account; Streak is Gmail-native and does not support non-Google email accounts.
- Seats are billed immediately upon invitation acceptance, not upon sending the invite.
- If the team is on an annual plan, adding mid-cycle users may result in prorated charges.
- The inviting admin must be on a paid plan that supports team features (Pro or higher).
| Bulk option | Availability | Notes |
|---|---|---|
| CSV import | No | Not documented |
| Domain whitelisting | No | Automatic domain-based user add |
| IdP provisioning | No | Not documented |
How to remove or deactivate users
- Can delete users: Unknown
- Delete/deactivate behavior: Streak's help documentation describes removing a user from the team, which revokes their access to shared pipelines and team features. The documentation does not explicitly distinguish between a 'deactivate' state and a permanent 'delete' of the user account. Removing a user from the team removes their team membership; their individual Streak account and personal pipelines remain intact.
- Open Gmail and click the Streak icon in the sidebar.
- Navigate to Settings → Team (or streak.com/dashboard#team).
- Locate the user in the team member list.
- Click the options menu (three dots or 'Remove') next to the user's name.
- Confirm removal. The user loses access to shared team pipelines immediately.
| Data impact | Behavior |
|---|---|
| Owned records | Boxes, contacts, and pipeline data created by the removed user within shared pipelines remain in those pipelines and are accessible to remaining team members. Personal (private) pipelines belonging to the removed user are not accessible to the team. |
| Shared content | Shared pipeline data, notes, and email threads logged by the removed user remain visible to the team within those pipelines. |
| Integrations | Any API keys or integrations set up under the removed user's personal account may stop functioning for team workflows if they were tied to that user's credentials. |
| License freed | Removing a user from the team frees the seat. For monthly plans, the seat credit applies at the next billing cycle. For annual plans, prorated credit behavior should be confirmed with Streak billing support. |
Watch out for:
- Private pipelines owned by the removed user are not automatically transferred to another team member; admins should reassign or export data before removing the user.
- Removing a user does not delete their Streak account; they retain access to their personal Streak data and can rejoin another team.
- Email integrations (sent mail tracking, email threads) logged by the removed user remain in shared pipelines but future emails from that user will no longer be tracked in the team context.
License and seat management
| Seat type | Includes | Cost |
|---|---|---|
| Free | Individual use only, limited pipelines, no team sharing, basic CRM features. | $0/user/month |
| Solo | Individual use with more pipelines and features; no team collaboration. | $15/user/month (billed monthly); discounted ~20% on annual billing |
| Pro | Team collaboration, shared pipelines, reporting, mail merge, call logging. | $49/user/month (monthly) or ~$59/user/month depending on billing cycle; annual pricing lower |
| Pro+ | All Pro features plus advanced reporting, data validation, custom permissions at pipeline level. | $69–$89/user/month depending on billing cycle |
| Enterprise | All Pro+ features plus SAML SSO, priority support, dedicated success manager, custom contracts. | $129–$159/user/month + $49/month base fee |
- Where to check usage: Gmail → Streak sidebar → Settings → Team → view current member list and seat count; billing details at Settings → Billing.
- How to identify unused seats: Admins can review the Team settings page to see last-active indicators for team members. Streak does not currently surface a dedicated 'inactive users' report in the admin console; admins must manually review member activity.
- Billing notes: Streak bills per active team member. Annual plans receive approximately 20% discount versus monthly. Enterprise plan includes a $49/month base fee in addition to per-user charges. SAML SSO is only available on the Enterprise plan. Solo plan does not include team features.
The cost of manual management
Every app without SCIM creates recurring manual overhead, and Streak is no exception. Admins must invite users one at a time by email-there is no bulk or CSV import path. Offboarding requires navigating to Settings → Team, removing the user, and then manually reassigning or exporting any private pipelines they owned before removal.
Billing adds friction: seats are charged upon invitation acceptance, not when the invite is sent, and mid-cycle additions on annual plans generate prorated charges with limited UI transparency. Admins have no dedicated inactive-user report; identifying stale accounts means manually reviewing last-active indicators in the Team settings page.
What IT admins are saying
Community evidence is not specific enough to quote or summarize yet for this app.
The decision
Streak fits teams already operating inside Google Workspace that need a lightweight, pipeline-based CRM without a separate application to manage. The permission model is intentionally simple-two roles plus pipeline-level sharing-which works well for small teams but limits access control granularity as organizations grow.
For IT or ops teams that manage user lifecycle through an IdP (Okta, Entra ID, etc.), the absence of SCIM at every plan tier is a hard constraint. Every app in your stack without SCIM means manual provisioning and deprovisioning steps that must be tracked and executed outside your IdP workflows.
Teams with strict offboarding SLAs or compliance requirements should weigh this gap carefully before committing to an annual Enterprise contract.
Bottom line
Streak is a capable Gmail-native CRM for small-to-mid-sized teams comfortable with manual user administration.
Its two-role permission model and per-pipeline sharing controls cover most collaboration needs, but the platform has meaningful operational gaps: no SCIM at any tier, no bulk invite tooling, no automated pipeline reassignment on offboarding, and SAML SSO locked to the highest-cost plan.
Teams that prioritize IdP-driven provisioning or need audit-ready offboarding workflows will carry persistent manual overhead with Streak until the platform adds SCIM support.
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