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Team Management

By Howard Katzenberg
April 13, 2026
3 min read

The team behind GleanMark

Updated October 20, 2026

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

Open the menu under your name at the bottom of the sidebar, choose Organization (/settings/organization), and open the Team tab. It shows:

  • Seat Usage, with the Invite Member button
  • Team Members, listing active members first and then pending invitations, which you can resend or revoke
  • Show deactivated members, a collapsed list of suspended members you can reactivate

The Profile tab next to it holds firm-wide settings; see Organization Settings.

Inviting Members

  1. Click Invite Member
  2. Enter their email address
  3. Select a role
  4. Send the invitation

Invitees receive an email with a link to join your organization. Pending invitations appear in the Team Members list, where you can resend or revoke them.

Roles

RolePermissions
OwnerThe single organization owner. Full control, including billing, plan changes, seat resizing, the firm settings on the Profile tab, and ownership transfer. Set when the org is created; reassigned with Transfer Ownership on the Profile tab, not by invitation.
AdministratorManages team members. 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 MemberFull product access for staff members. Cannot manage the team, billing, or organization settings.
ContractorTime-limited access with an expiration date. Same feature access as Team Member while active.
ClientRestricted access to their own trademarks only.

Managing Members

From the Team Members list:

  • Change roles — promote or adjust access levels
  • Deactivate — suspend a member's access without removing them
  • Reactivate — restore a deactivated member (under Show deactivated members)
  • Set contractor expiration — define when contractor access ends

Seat Usage

The Seat Usage card at the top of the Team 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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