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. Last modified on April 19, 2026
