ListMatchGenie

Team

On the Business plan, invite up to 5 team members to collaborate on match jobs, share reports, and work review queues together.

The Team page is the control center for team-based collaboration. It's available on the Business plan, which includes 5 seats. Other plans see an empty state pointing to the upgrade path.

What team collaboration enables

When you have team members:

  • Shared account access — every member signs in with their own email and sees the same files, matches, and reports
  • Per-member attribution — _lmg_review_by and _lmg_reviewed_at columns track who decided each review case
  • Shared review queues — multiple people can work the same job's queue in parallel; assigned cases lock briefly to prevent double-review
  • Shared saved masters and match profiles — one member sets them up, everyone benefits

What you see

A count of used vs. available seats: 3 of 5 seats used. Click the indicator for quick access to adjust seats (or upgrade if you need more — see below).

Members table

Every current member:

  • Name and avatar
  • Email
  • Role — Owner (billing access), Admin (manage other members), Member (use the app)
  • Joined date
  • Last active
  • Remove button — only visible for Admins+

Invite button

Starts an invitation. You specify:

EmailemailRequired

Where the invitation goes. Becomes their sign-in email.

RoleAdmin | MemberDefault: Member

Admin can manage members; Member cannot.

Messagestring (optional)

Shown in the invitation email. Useful for saying what this person will be doing.

Invitations expire after 14 days. Re-invite or cancel from the pending invitations section.

Pending invitations

Any sent-but-not-yet-accepted invites:

  • Email
  • Role
  • Expires on
  • Cancel button

Canceling an invitation invalidates the link; if the person clicks it after cancellation they get a "Link expired" page.

Roles in detail

Owner

The account's original creator. One per account. Can:

  • Do everything an Admin can
  • Manage billing (upgrade, downgrade, payment method)
  • Transfer ownership to another member
  • Delete the account

Admin

Can:

  • Invite, remove, and change roles of other members (except Owner)
  • Manage saved masters and custom profiles
  • Delete any match job or report, regardless of creator
  • Configure team-wide settings (default region, notification defaults)

Cannot access billing or delete the account.

Member

Can:

  • Run match jobs and view all team jobs
  • Resolve review cases
  • Generate reports
  • Share reports
  • Update their own profile and notification preferences

Cannot invite or remove members, and can't delete other members' jobs or reports.

Removing a member

Click Remove next to a member. A confirmation dialog explains:

  • The member loses access immediately
  • Their historical review decisions remain in the audit trail
  • Files they uploaded remain on the account (transferred to the Owner)
  • Match jobs they created remain on the account

Removed members can be re-invited at any time.

When you hit the seat limit

Business includes 5 seats. If you need more:

  • Contact sales — additional seats available via annual contract (email support or use the "Contact sales" link on the Team page)
  • Enterprise plan — if you need 10+ seats, the Enterprise plan includes unlimited seats plus SSO, SCIM, and dedicated support