Inviting Colleagues

To invite colleagues, you need a Team plan. Free and Professional plans are single-user by design.

The flow in 4 steps

1. Upgrade to Team. Account Settings → "Upgrade to Team." The Team plan runs ¥1,999/month and includes up to 20 members on one bill.

2. Invite people. Team Settings → "Invite Members." Enter work email addresses (one per line to invite multiple at once). Each invitee gets a 72-hour email link to accept.

3. Invitees accept. They click the link, log in or register, and join your team. If they already have an account on a different plan, they switch to your team — their personal projects stay accessible to them but don't auto-migrate into the team's library.

4. Start sharing. Once teammates are in, you can share custom personas, research projects, and Sage experts with the team.

What team members share

Custom personas — The Team plan includes a shared persona library. Anyone on the team can use personas marked as "shared with team." The creator controls edit/delete rights.
Research projects — Sharing is opt-in per project. You choose which projects the team can see and whether they can edit or just view.
Sage experts — A Sage expert built on Team plan can be marked "shared with team" so colleagues consult the same expert. (Confirm this feature is currently enabled before relying on it.)
Usage quotas — Team quotas are pooled. One member running 10 interviews and another running 8 doesn't mean either hits an individual cap.

Roles and permissions

Team plan supports three roles, set when inviting or changed later:

Admin — Manage members, billing, team settings. Can do everything members can do.
Member — Create research, use shared assets, contribute personas. Default role for invites.
Viewer — Read-only access to shared projects and personas. Cannot run interviews or create content. Useful for executives or stakeholders who just need to read results.

What an admin sees vs. what members see

Admins see aggregated usage across the team (interviews per person, total cost). They can see team-shared content. They don't see private projects that members chose not to share.
Members see only their own usage and the team's shared library. They don't see other members' private work.

This split is intentional — Team respects individual work alongside the shared library. Admins don't get surveillance powers by default.

When invites don't work

A few things to check:

Email typo — most common cause. Resend from the pending list.
72-hour link expired — resend generates a new link.
Invitee already has an account — they need to log in with their existing credentials, not register a new account. The invite accepts into the team but keeps their existing personal work.
Invitee on a paid personal plan — switching to your team puts their personal subscription on hold. It resumes if they leave the team later, with whatever time remained on their original subscription.

Adding more than 20 people

The Team plan caps at 20 members. Beyond that, you need an enterprise plan. Contact sales — pricing scales by seat count and may include additional features (SSO, dedicated support, custom data retention).

What happens when you remove a member

Their access to team content ends immediately. Their private projects stay with their personal account (they keep them). Any shared personas they created remain in the team library, with edit rights transferred to the admin or another member you designate.

If the removed person is the only admin, the platform won't let you remove them until you promote someone else to admin.

A common pattern

The most useful setup for a small product team:

1 admin (team lead)
3-5 members doing the actual research (PMs, researchers)
1-3 viewers (execs, designers who consume research but don't run it)

This keeps the seat count low (and the bill predictable) while letting everyone who needs read access have it.

Common questions

Can I invite someone who's already on another team? No — one person can only be on one team at a time. They'd need to leave their current team first.

Can an invitee accept on mobile? Yes — the email link works in any browser. They don't need to install anything.

Can I see who's actually using their account? You see last-active time per member in the Team Management page. You don't see what they're doing unless they're working on shared projects.

What if I want to downgrade back to Professional? Cancel the Team plan; it downgrades at period end. You'll lose access to team-shared content unless you personally own it. Members are notified and lose access on the same date.

Free vs. paid plans
Sharing settings within a team