members-and-roles.md

title	Members and roles
description	Manage who can access your organisation and what they can do.

Tale uses six roles. Every user belongs to exactly one role within an organisation. The same person can have different roles in different organisations.

Managing members

The member table under Settings > Members lists all users in the organisation with their e-mail, display name, role, and join date. Admins can:

• Add members — enter an e-mail, optional password, display name, and role. If the e-mail already exists in Tale, the user is added to the organisation without creating a new account.
• Edit members — change a member's display name, role, or set a new password for them.
• Remove members — remove the member from the organisation. Their account is not deleted; they simply lose access.

For authentication options (password, Microsoft Entra ID SSO, trusted headers), see Authentication.

Role overview

Role	Who it's for
Owner	Organization creator. Same permissions as Admin with the ability to transfer ownership.
Admin	Full control over the organization. Manages members, settings, integrations, and all content.
Developer	For engineers and integration builders. Full data access but cannot manage members or organization settings.
Editor	For content and customer service staff. Creates knowledge base content, handles conversations, manages agents, and approves actions.
Member	Read-only access. Can use AI chat to explore data but cannot create or edit content.
Disabled	Account suspended. Cannot access any features.

Permission matrix

AI chat

Feature	Member	Editor	Developer	Admin
Create and send messages	✓	✓	✓	✓
View own chat history	✓	✓	✓	✓
Select agent	✓	✓	✓	✓

Knowledge base

Feature	Member	Editor	Developer	Admin
View all knowledge items	✓	✓	✓	✓
Upload / edit / delete documents	—	✓	✓	✓
Manage products, customers, vendors	—	✓	✓	✓
Add and configure website crawling	—	✓	✓	✓

Conversations

Feature	Member	Editor	Developer	Admin
View conversations	✓	✓	✓	✓
Reply to customers	—	✓	✓	✓
Close / reopen / archive conversations	—	✓	✓	✓
Mark as spam	—	✓	✓	✓

Approvals

Feature	Member	Editor	Developer	Admin
View pending approvals	✓	✓	✓	✓
Approve or reject actions	—	✓	✓	✓

Agents

Feature	Member	Editor	Developer	Admin
View agent list	—	✓	✓	✓
Create and edit agents	—	✓	✓	✓

Automations

Feature	Member	Editor	Developer	Admin
View automation list	—	—	✓	✓
Create and edit automations	—	—	✓	✓
Publish and activate automations	—	—	✓	✓
View execution logs	—	—	✓	✓

Integrations and API

Feature	Member	Editor	Developer	Admin
View integrations	—	—	✓	✓
Configure integrations	—	—	✓	✓
Generate and revoke API keys	—	—	✓	✓

Organization administration

Feature	Member	Editor	Developer	Admin
View organization settings	—	—	—	✓
Edit organization name and branding	—	—	—	✓
Add and remove members	—	—	—	✓
Change member roles	—	—	—	✓

Authentication

Tale supports email/password, Microsoft Entra ID SSO, and trusted headers authentication. All methods can be used simultaneously.

For full setup instructions, see the Authentication guide.