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Adding Team Members

Team members represent the employees, supervisors, managers, and emergency response contacts in your organization. Their team members profiles contain contact information that is valuable in the case of alerts.

Note:

If you have a device admin role in the All devices group, you can only create Contacts. If you have a group admin or org admin role, you can create both Contacts and Account users.

  1. Sign into Blackline Live.
  2. Select Menu > Team members. The Team members page opens.
  3. Select ADD TEAM MEMBER, located on the right side of the page.
  4. Select one of the following:
    • Contact if the team member will not require access to the Blackline Live portal.

    • Account user if the team member requires Blackline Live portal access.

  5. Select NEXT.
  6. Enter the team member’s information in the appropriate fields.
  7. If you selected Account user in step 4, also select the groups you want them to have access to and set the levels of access you want them to have within these groups.
    If you want a team member to have View only access to a specific group, select the group, then select View only from the group’s drop down.
  8. Scroll down to the bottom of the page and select ADD TEAM MEMBER..
Repeat this process for all employees, supervisors, managers, and emergency response contacts.