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Maintaining Your Team Members

How to add new team members and ensure your team member information is up to date.

Ensure existing team member information is up to date. New device users, emergency contacts or admins must be added.

  1. From the Main menu, select Team members.
  2. Select ADD TEAM MEMBER.
  3. Select the type of team member:
    • Contact if the team member will not require Blackline Live portal access.
    • Account User if the team member will require Blackline Live access.
  4. Select NEXT.
  5. Enter the team member details.
  6. If you selected Account User in step 3, also select the groups you want them to have access to and set the levels of access they will have within these groups.
  7. Select ADD TEAM MEMBER.