Team Management lets you invite colleagues, assign roles, and control access to your GleanMark organization. Available for organizations on Professional and Firm plans.
How to Access
Go to Settings > Team Management (/settings/team), or select “Team Management” from your profile menu.
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.
Roles
Role | Permissions |
Owner | Full control over organization, billing, and ownership transfer. Highest privilege. |
Admin | Full access. Manage team, billing, organization settings, and all features. |
Team Member | Full product access for staff members. Cannot manage billing or organization settings. |
Contractor | Time-limited access with an expiration date. Same feature access as Team Member while active. |
Client User | Restricted access. Can view shared portfolios and reports relevant to their account. |
Managing Members
From the Team Management page:
Change roles — promote or adjust access levels
Deactivate — suspend a member’s access without removing them
Reactivate — restore a deactivated member
Set contractor expiration — define when contractor access ends
Seat Usage
The page shows your current seat usage against your plan’s limit. Professional and Firm plans are per-seat — each active member uses a seat.
Tips
Use the Contractor role for temporary consultants or project-based team members
Use Client User for clients who need to view their portfolios and reports but shouldn’t access 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