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First Steps After Login

Understand your access level, complete your profile, invite your team (if you're an Owner), and start exploring the platform's core features. This article walks you through what to do right after your first login.

Written by Daniel

Understanding Your Access Level

BlackMountain uses a role-based access system with three levels: Owner, Manager, and Viewer. Your role determines what you can do within your organization and workspaces.

Access Levels Overview

Role

Permissions

Owner

Full control over organization settings, members, workspaces, billing, and all resources. Can invite and remove members, manage roles, and configure organization-wide settings.

Manager

Can manage members and resources within assigned workspaces. Limited access to organization settings. Cannot manage billing or organization-level configuration.

Viewer

Read-only access to shared resources (chats, assistants, folders). Cannot create, edit, or delete resources. Cannot invite members or change settings.

Check your role:
You can see your current role in your profile settings. If you're unsure, navigate to Profile Settings from the user menu (top right) and check the Access Level section.


Complete Your Profile

After understanding your access level, take a moment to complete your profile. A complete profile helps your team recognize you, improves collaboration, and personalizes your experience.

How to Access Profile Settings

  1. Click on your profile picture or name in the top-right corner of the interface

  2. Select Profile Settings from the dropdown menu

  3. You'll see the profile editing page

What to Add

  • Profile Picture — Upload a professional photo to help your team recognize you

  • Short Bio (optional) — Add a brief description of your role or expertise (e.g., "Leading DACH Sales at Acme Corporation")

  • Workspace/Team Assignment — Check which workspace(s) you're assigned to and verify your team membership

Pro Tip:
Adding a short bio helps team members understand your role and expertise, especially in larger organizations with multiple workspaces.


If You're an Owner: Invite Your Team

If your role is Owner, one of your first tasks is to invite members to your organization. This ensures your team can start using BlackMountain together.

How to Invite Team Members

  1. Navigate to Organization Settings from the profile menu

  2. Go to the Members tab

  3. Click Invite Member

  4. Enter the team member's email address

  5. Assign their role (Owner, Manager, or Viewer)

  6. Assign them to a Workspace (if applicable)

  7. Click Send Invitation

The team member will receive an invitation email and can sign in using the same email authentication process you used.

Access control:
You can assign different roles and workspace access for each team member. Managers can manage resources within their workspace, while Viewers have read-only access to shared content.


Explore Chat

Chat is BlackMountain's secure multi-model interface, giving you access to leading AI models like GPT, Claude, Gemini, and Mistral in one place.

How to Start Your First Chat

  1. Navigate to Chat from the sidebar

  2. Click New Chat or start typing in the input field

  3. Select your preferred AI model from the model selector (GPT-4, Claude, Gemini, etc.) or use US/EU Auto Mode.

  4. Type your message and press Enter to start the conversation

What You Can Do in Chat

  • Multi-Model Access — Switch between models mid-conversation to leverage different strengths

  • File & Image Upload — Attach documents or images for analysis

  • Real-Time Web Access — Enable web access for current information and research

  • Pin Notes — Keep important insights visible throughout your conversation

Learn more about Chat features → Chat

Get started:
Try asking the AI to summarize a document, generate ideas for a project, or research a topic. Chat is designed for flexible, secure conversations across your organization.


Discover Available Assistants

Assistants are pre-configured AI helpers designed for recurring tasks. Your organization may have shared assistants available to you, depending on your workspace and access level.

How to Access Assistants

  1. Navigate to Assistant Studio from the sidebar

  2. Browse available assistants organized by:

    • Organization — Shared across the entire organization

    • Workspace — Available to your workspace

    • Team — Available to your team

    • Personal — Created by you

What Assistants Can Do

Assistants are built for specific tasks and come with:

  • Custom Instructions — Pre-configured prompts and context for consistent output

  • File Attachments — Reference documents built into the assistant

  • Knowledge Access — Connected to company knowledge bases (if configured)

  • Model Selection — Optimized model choice for the task

New to Assistants?
Start by exploring assistants shared by your organization. If none are available yet, you can create your own in Assistant Studio.

Learn more about Assistants → Assistant Studio


Next Steps

Now that you've completed your profile, understood your access level, and explored Chat and Assistants, here's what to do next:

  • Organize your work — Create folders for different projects or clients

  • Build your first Assistant — Automate recurring tasks with custom instructions

Need help or have questions? Visit our FAQs & Troubleshooting collection or contact support at [email protected].

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