Product Guide
Team Management
By Howard Katzenberg
April 13, 2026
3 min read
The team behind GleanMark
Manage your team — invite colleagues, assign roles, and control access — from your organization's settings. Available for organizations on Professional and Max plans.
How to Access
Team management lives under Settings > Organization (/settings/organization). Open the Members tab to see your team. The page has these tabs:
- Members — active team members
- Invitations — pending invites you can resend or revoke
- Deactivated — suspended members you can reactivate
- Seats & Plan — seat usage and plan management
Inviting Members
- Click Invite Member
- Enter their email address
- Select a role
- Send the invitation
Invitees receive an email with a link to join your organization. You can resend or revoke pending invitations from the Invitations tab.
Roles
| Role | Permissions |
|---|---|
| Owner | The single organization owner. Full control, including billing, plan changes, seat resizing, and ownership transfer. Set when the org is created; reassigned by transferring ownership — not by invitation. |
| Administrator | Manage team members and organization settings. Can invite, deactivate, and reassign roles, assign seats, and view invoices — but cannot manage billing or change the plan (those are reserved for the Owner). |
| Team Member | Full product access for staff members. Cannot manage the team, billing, or organization settings. |
| Contractor | Time-limited access with an expiration date. Same feature access as Team Member while active. |
| Client | Restricted access to their own trademarks only. |
Managing Members
From the Members tab:
- Change roles — promote or adjust access levels
- Deactivate — suspend a member's access without removing them
- Reactivate — restore a deactivated member (from the Deactivated tab)
- Set contractor expiration — define when contractor access ends
Seat Usage
The Seats & Plan tab shows your current seat usage against your plan's limit. Professional and Max plans are per-seat — each active member uses a seat.
Tips
- Use the Contractor role for temporary consultants or project-based team members
- Use the Client role for clients who need access to their own trademarks but shouldn't see your full workspace
- Deactivate rather than delete when someone is temporarily unavailable — their data and history are preserved
Related Features
- Account Settings — Your personal profile and password
- Billing & Subscription — Manage seats and plan
- Client Management — Organize work by client
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