Admin
Set up access, AI services, security, and organization settings.
2 min read
Use organization settings to give people access, connect the services they need, and control how Tale handles work and data. Start with the task you need to complete; you do not have to configure every area before your team can begin.
Set up a working organization
- Add members and choose their roles. Give each person the access their work requires.
- Create teams when several people need the same project or conversation access.
- Connect an AI provider so chats and agents have models available.
- Add connector credentials for the external services your workflows use.
Owners and Admins manage organization settings. Developers can reach the technical settings needed for integrations, but cannot manage members or open the full governance area. Personal account settings remain separate.
Choose the right control
| You need to… | Open… |
|---|---|
| Choose default models or restrict model choices | Models |
| Limit usage, uploads, or retention | Policies and limits |
| Filter messages and set organization instructions | Guardrails |
| Investigate actions or spending | Audit logs or usage metrics |
| Recover retained data or preserve it against deletion | Trash or legal hold |
| Review an erasure request | Data subject requests |
Sign-in, integrations, and appearance
Configure enterprise SSO for your identity provider and two-factor authentication for account protection. Use API keys when software needs to call Tale.
Branding changes the organization's logo and colors. Sandboxes shows execution capacity and workload limits; with sandbox devices, your organization's sandboxes run on machines of your own. For a project agent's access to these resources, read Agents (admin view).
After an upgrade, What's new helps you check which platform changes affect your team.