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Managing Team Members

Adding Team Members

Note:

Only Account users assigned to the correct administrative role can add team members. 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. From the Main menu, select Team members.
  2. Select ADD TEAM MEMBER.
    Add Team Member button
  3. Select the type of team member (Contact or Account user) you want to add.

    For more information on team member types, see Team Members.

  4. Select NEXT.

    The Team member details page opens, displaying the Team member’s contact profile, Account settings, and assigned groups.

  5. Enter the team member details. For more information, see Editing Team Member Details.
  6. Select ADD TEAM MEMBER.
Blackline Live

Last updated: January 27, 2026