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Managing Relationships

Creating a Relationship

Only client organizations can initiate a relationship, since they are responsible for defining the provider's access. To give another organization access to your resources, you can invite them to be your provider.

Invite a provider example

  1. From the Relationships page, select AddPro. The Agreement details page opens.
  2. Update the agreement details.

    You must provide a unique relationship name and the email of the Organization admin that is facilitating your shared resources.

  3. Select the relationship type (Non-contractual, Contractual-Resolve only, or Contractual-Group admin).

    A non-contractual relationship lets you customize your provider's access to shared groups. Choosing not to assign your provider to your All Devices group limits user and customer admin roles to resolve-only.

    A contractual relationship gives the provider either resolve only or customer admin access to your organization's All devices group. Contractual relationships cannot be changed by either party after they are agreed on and require Blackline's Technical Support team to edit or deactivate the agreement.

    For more information on relationship types, see Relationships.

  4. If you are creating a non-contractual relationship, select group roles for your provider.
    Note: If you are creating a contractual relationship, your provider automatically has access to your organization’s All devices group.
  5. To send the relationship request to your provider, select SEND.
The Relationship agreement details page opens. The new agreement appears on the Relationships page with a pending status. Once the provider accepts the agreement, this status changes to active.
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Last updated: January 27, 2026