Step-by-step guide

Step 1: Make sure the company is active.

  • Press SHIFT and click on the Streamline logo
  • Under the General Tab check if the company is showing "active".  If the company is showing in "Training" status we will need to wait until the company moves into "Active" status and then re-enable the tokens in the next step.

Step 2: On the Streamline main page go to: Third Party Integrations>

  • Third Party Integrations>Self Service Onboarding
  • Type in the search box "LSI", hit GO 

Step 3: Click on "Get Tokens"

  • Type your password and it will integrate LSI within the Streamline system

This is only for Streamline users.