Invite your team
Bringing colleagues into Sageon Business takes about 30 seconds per person.
Send an invite
- Go to Settings → Team
- Type the colleague's email in the Invite people box
- Pick a role from the dropdown (see roles below)
- Click Send invite
Sageon emails the invite straight to your colleague from hello@sageon.co.uk with an Accept invite button. They click it, set a password, and land in your organisation.
Each invite link is valid for 7 days and can only be used once.
Did it send?
The invite confirmation card shows you instantly:
- Green tick — "Invite emailed to X" → email is on its way. Replies go to you.
- Amber — "Email not sent" → email failed (rare — usually a typo'd address). The invite still exists; copy the link from the card and share it manually.
The raw invite URL is shown on every card so you can copy and share it directly any time — handy for Slack, Teams, or hand-off in person.
What the roles mean
| Role | Sees | Can edit |
|---|---|---|
| Owner | Everything including billing | Everything |
| Admin | Everything except billing | Most things |
| Manager | Their projects + direct reports | Their projects |
| Member | Their own work | Their own work |
| Viewer | Read-only on assigned projects | Nothing |
You can also create custom roles on the Standard and Pro plans — useful for things like "Programme Lead" or "Contractor".
Accepting an invite
When your colleague opens the invite email and clicks Accept invite they'll be asked to:
- Create a Sageon account (email + password, or sign in if they already have one)
- Confirm their name
- Land directly in your organisation
No payment from them — they're added to your seat allowance automatically.
Hitting the seat limit
| Plan | Max users |
|---|---|
| Standard | 10 |
| Pro | 50 |
| Enterprise | Custom |
If you try to invite past your limit, Sageon will tell you and link to the upgrade page. You can remove inactive members at any time from Settings → Team.
What if my colleague doesn't get the email?
- Ask them to check spam / junk — emails from a new sender sometimes land there. Add
hello@sageon.co.ukto their safe-sender list to fix it for next time. - The invite URL is still shown on the confirmation card in Settings → Team under "Recently sent". Copy it and DM / message them directly.
- If the address was wrong, delete the pending invite from the list and re-send to the correct email.