Relationships are a one-way link between two businesses, where one business is allowed to manage or monitor the other’s resources. Relationships always involve two parties: a client and a provider.
Relationships are used to give another organization access to your resources. Two of the most common users of this feature will be monitoring services and reseller partners. Monitoring services can observe the safety statuses of your devices and resolve alerts as they occur. Resellers help set up accounts and walk customers through the onboarding process. If you ever need another organization to manage your devices, relationships provide you a sharing structure to be used in these situations.
Clients and providers
The Client is the business that is receiving services from the provider. The client invites the provider to a relationship agreement, and chooses the roles the provider will have over shared groups. The Provider is the business that is providing a service to the client. They are being given permission by the client to manage or monitor devices and resources. Providers cannot create a new relationship or make changes to an existing relationship.
Contractual and non-contractual relationships
A contractual relationship is locked once agreed upon, and can only be edited or deactivated by Blackline’s Customer Care team. There are two roles that can be applied to a contractual relationship: group admin and resolve only. Group admin contractual relationships indicate that the provider has a group admin role in the client's All devices group, and resolve only contractual relationships indicate that the provider has a resolve only role in the client's All devices group. A non-contractual relationship is one that can be changed by the client after being initially agreed upon by the client and provider. The client has the freedom to share any combination of groups and roles to their provider.
How do I invite a provider to a relationship agreement?
- Navigate to the relationships page from the top right menu
- Select the add provider button
- Name the relationship
- Enter the email of the organization admin that you wish to be your provider. This email should exist in Blackline Live, and should belong to an organization admin.
- Select the type of relationship
- If you select non-contractual relationship, you will need to select the role that the provider will have in your group(s).
- Select send
Edit my shared groups
In order to edit your shared groups with a provider, your relationship will need to be non-contractual. Contractual relationships do not allow for customization of your shared groups — the provider will see all devices with one of two roles: group admin or resolve only. When sharing your groups with a provider, keep in mind the access they have to your all group. The All devices group holds all of an organization's grouped (devices) and ungrouped resources (team members, profiles, beacons and floorplans). If a provider has access to this group, they will be able to see these ungrouped resources. If they do not have access, they will only see devices assigned to the groups you share. To change which groups your provider has access to:
- Go to the agreement details page of your relationship
- Select edit in the top right corner of the groups card
- Customize your provider’s roles in the dropdowns of the individual group cards
- When you have made the necessary changes, select save.
Pending relationships are relationships where the client has invited a provider but they have not yet agreed or declined the invite. Active relationships are where the provider has accepted the clients invite, and the agreement is in effect. Inactive relationships are relationships that have been deactivated and are no longer in effect.
We're here to help
Blackline’s Customer Care team is always available to answer questions or assist during the transition to the new Blackline Live. For a full list of new terms, refer to our Winter18 Update Terms document | Download