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Bulk Edit Team Members

Editing Multiple Team Members

  1. From the Main menu, select Bulk actions.
  2. Select the Submit new request tab.
  3. From the drop-down menu, select Bulk edit team member.
    Select action drop-down menu with Bulk edit team member option selected
  4. From the drop-down menu, select the team member list you want to edit, then select Download.
    Team member list to download drop-down menu
    The team member edit template CSV file downloads. The team member edit template file includes a list of all team members in the organization.
  5. In the CSV file, update the desired team member details.
    Note: Do not edit the information in the blackline_id or organization_name columns. You can bulk unassign users from devices by leaving the assigned_device_id entry blank.
    Warning: Leaving an optional field blank in the CSV file (for example, email address) will overwrite and delete the existing value. This does not affect required fields (for example, name and employee ID).
  6. Optionally, enter a unique case or reference number in the Case/reference Number field. In the event that any actions need to be reviewed or audited, a unique case or reference number can be used to reference past requests.
    Case/reference Number field
  7. When you have finished your edits, upload the team member edit template CSV file.
  8. Optionally, select the check box to add a +1 in front of all mobile phone numbers included in the CSV file.
    Add a +1 in front of all mobile numbers check box
  9. Select Next Step.
    Next step button
    The Bulk edit team member: data pre-check page opens.
  10. Review the team member records in the list and confirm that there are no formatting errors or missing data.
    Bulk edit team member: data pre-check example
  11. If there are any errors or missing data, select Back. Then update the CSV file and repeat steps 5-9.
  12. Select Submit request.
    Submit request button
Blackline Live

Last updated: September 9, 2026