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Changing Team Member Types

Promoting a Contact to an Account user

Account users are team members with assigned roles in Blackline Live that help them complete tasks in Blackline Live related to fleet management, contact administration, and live-alert monitoring.

  1. On the Team member details page, select CHANGE TO ACCOUNT USER.
    Change to Account User button
  2. In the confirmation dialog box that opens, select MAKE ACCOUNT USER.
  3. Update the team member details. For more information, see Editing Team Member Details.
  4. When changing a Contact to an Account user, you must enter a valid email address in the new Account user’s profile, if there is not one already available.
    Note: As soon as a team member is changed to an Account user, their status is pending until they accept the invitation sent in their email address.
Blackline Live

Last updated: September 9, 2026