ListMatchGenie

Managing your team

Invite members, assign roles, transfer ownership, and handle seat management on the Business plan. All the workflows for collaborating with colleagues.

Team collaboration is a Business-plan feature. This page covers the full lifecycle of adding, managing, and removing team members.

For a quick feature reference, see the Team page documentation.

Prerequisites

  • Business plan ($149/mo)
  • You're the Owner or an Admin
  • At least one open seat (Business includes 5)

If you need more than 5 seats, email support to discuss an Enterprise plan.

Inviting a team member

  1. Navigate to the Team page

    In the app header, click your profile menu and select Team. Or go to app.listmatchgenie.com/team directly.

  2. Click Invite

    Only visible if seats are available. The button is disabled if you're at the seat cap.

  3. Fill in the invitation

    • Email — where the invite goes; also their sign-in email after they accept
    • Role — Admin or Member (see roles below)
    • Message (optional) — shown in the invite email; useful for saying what they'll be working on

    Click Send.

  4. They receive an email and accept

    The invitee gets an email with a tokenized link. The link expires after 14 days.

    When they click it, they're prompted to set a password (or sign in with Google). Once accepted, they're a team member and can sign in.

  5. (Optional) Monitor pending invitations

    On the Team page, a Pending Invitations section lists unaccepted invites. You can:

    • Resend — bump the email
    • Cancel — invalidate the link immediately
    • See expiration

    Cancelled invites mean the link no longer works; you'd need to issue a new invite.

Roles

Three roles exist:

Owner

  • One per account (you, until transferred)
  • Full Admin capabilities plus:
    • Manage billing (upgrade, downgrade, payment method, invoice history)
    • Transfer ownership
    • Delete the account

Admin

  • Invite, remove, and change roles of Members (cannot demote the Owner)
  • Manage saved masters and custom profiles (shared with team)
  • Delete any job or report, regardless of creator
  • Configure team-wide defaults (region, notification templates)

Cannot:

  • Access billing
  • Transfer ownership
  • Delete the account

Member

  • Run match jobs, see all team jobs
  • Resolve review cases
  • Generate and share reports
  • Update their own profile and notification preferences

Cannot:

  • Invite or remove members
  • Change roles
  • Delete other members' content

Role changes

Click the role column next to any member and pick a new role:

  • Member → Admin — instant; new permissions apply immediately
  • Admin → Member — instant; Admin-only abilities revoked immediately
  • Member → Owner / Admin → Owner — triggers ownership transfer (see below)

Ownership transfer

Transferring ownership is a two-step process for safety:

  1. Designate the new Owner

    On the Team page, click the current Owner's role column and select Transfer ownership to [member]. The selected member must be an existing Admin or Member.

  2. Confirm via email

    Both the outgoing and incoming Owner receive a confirmation email. Both must click to confirm within 7 days.

  3. Transfer completes

    The outgoing Owner becomes an Admin (automatically). The incoming Owner has full billing and account-delete access.

    Billing method on file remains unchanged — the incoming Owner can update it via the Stripe portal.

Transfer is useful when:

  • The original account creator is leaving the company
  • Ownership is being consolidated under a team admin or finance user
  • A billing centralization requires the account to be owned by a specific email

Removing a member

Click Remove on any member's row (Owner cannot be removed; transfer first).

Confirmation dialog explains:

  • The member loses access immediately
  • Their historical review decisions remain in the audit trail (attributed to their name)
  • Files they uploaded remain on the account (transferred to the Owner)
  • Match jobs and reports they created remain on the account (also transferred)
  • Their personal profile (name, avatar) is preserved in audit history but they can no longer sign in

Removed members can be re-invited at any time.

Team-wide settings

On the Team page, Admin+ users can set:

Default data residency region

All new uploads go to this region unless the user overrides. Changing this doesn't migrate existing data; it only affects defaults.

Default notification preferences

Template for new members' notification settings. Existing members keep their own settings.

Shared master file and profile defaults

Flag specific masters or profiles as "recommended" so new members see them first.

When you hit the seat cap

Business plan has 5 seats. If you need more:

  • Remove inactive members — check the "Last active" column; some roles may be dormant
  • Contact sales — additional seats available via annual contract
  • Upgrade to Enterprise — unlimited seats plus SSO/SCIM