Maintaining Your Team Members
How to add new team members and ensure your team member information is up to date.
- From the Main menu, select Team members.
- Select ADD TEAM MEMBER.
- 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.
- Select NEXT.
- Enter the team member details.
- 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.
- Select ADD TEAM MEMBER.
