Team Members

Documentation Index

Fetch the complete documentation index at: https://guide.cloud.blnkfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

You can invite unlimited teammates to join your workspace and collaborate on your data.

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Send an invitation

Only admins can send invitations. To send an invitation:

1. Go to Settings > Team members.
2. Click the Add member button.
3. Enter your teammate’s email address and role in the workspace.
4. Click Send invite. Your teammates will receive an invite link via email along with steps to join your workspace.

To see a list of teammates who haven’t accepted your invitation, navigate to the Invitation pending tab.

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Roles & permissions

There are 4 preset roles in Blnk Cloud — admins, operators, investigators, and analysts. Admins will be able to:

• View your data & dashboard
• Create new records (ledgers, balances, transactions, and identities)
• Refund transactions
• Commit/void transactions
• View and manage alerts
• Create custom insights
• Monitor system activities
• Connect & manage instances
• Manage billing and subscriptions
• Invite & manage team members
• Get alert notifications
• Generate reports

Operators will be able to:

• View your data & dashboard
• Create new records (ledgers, balances, transactions, and identities)
• Refund transactions
• Commit/void transactions
• View anomalies

Investigators will be able to:

• View your data & dashboard
• Create and update alerts
• Get alert notifications – View alert details

Analysts will be able to:

• View your data & dashboard
• View alert details

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FAQs

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Need help?

If you’re having trouble with Blnk Cloud, don’t hesitate to send us a message via email at support@blnkfinance.com or send us a message here.