Editing Relationship Details
The Relationship agreement details page lists the details of a relationship involving your organization. The page is composed of two sections, including relationship agreement details and shared groups.
The ability to update relationship details depends on your permissions and the relationship type. For example, depending on your role, you may be able to deactivate non-contractual relationships, or cancel pending relationships that are not yet accepted by the provider. Contractual relationships cannot be changed by the client or provider. Contact the Blackline Safety to make changes or deactivate the relationship.
To edit a card, select EDIT. To save your updates and stop editing the card, select SAVE. To cancel your updates without saving your changes, select CANCEL.
Relationship agreement card—View or edit the current details of the relationship including name, provider email, client, type, and status.
Shared groups card—Manage the groups that the client is currently sharing with the provider.
