Managing your team
The Team settings page is where you add, remove and re-role team members.
See your team
Settings → Team. Lists every member with name, email, role, joined date.
Add a member
In the Invite people box:
- Type their email
- Pick role from dropdown
- Click Send invite
Sageon emails the invite straight to them from hello@sageon.co.uk. The confirmation card shows the delivery status — green tick means it's sent, amber means it failed and you can copy the link to share manually.
Invite links expire after 7 days and are one-time use.
See the full walkthrough in Invite your team.
Change someone's role
In the team list, click the role next to a member → pick the new role → confirm.
The owner's role can't be changed (built-in safety). You can't change your own role.
Remove a member
Click the trash icon → confirm. The user loses access immediately. Their historical data (created records, time entries) stays.
Pending invites
Below the member list, see pending invites with:
- Role they'll get
- Expires date
- Delete (cancel)
To re-send the invite link, delete the pending invite and create a fresh one — the recipient gets a new email.
Seat limit
| Plan | Max users |
|---|---|
| Standard | 10 |
| Pro | 50 |
You can't add a new member if you're at the limit. Either remove someone or upgrade via Settings → Billing.
Tips
- Remove leavers promptly. Inactive users still count against your seat limit.
- Use custom roles for non-standard roles (Contractor, Auditor, etc.) — see Custom roles.