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
Click Invite Member
Enter their email address
Select a role
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
Role | Permissions |
Owner | The 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. |
Administrator | Manages 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 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 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