Member
Start with chat, shared knowledge, and the work your organization has made available to you.
2 min read
As a Member, use Chat to ask questions and read the knowledge and project content shared with you. Your organization’s setup and team memberships determine the resources you see. You can also maintain your account preferences and create reusable skills.
Start your day
Ask a useful question
Practice with a source, check the facts, and ask a follow-up.
Read shared knowledge
Find documents, facts, and records, and understand why a source may be unavailable.
Understand projects
Learn which files and conversations belong to a project and which chats remain personal.
Manage your account
Edit your profile, check your usage limits, and understand saved preferences and chat management.
Move between your daily work with the main navigation. Each section opens on its own first page; on a computer, Home reopens the chat you last read instead, and choosing it again starts a new chat. Home also lists your projects, the open tasks assigned to you or waiting for your review, and the inbox when your organization has one.
Follow a notification
A notification link opens the related task, document or conversation. If you need to sign in first, Tale keeps the destination and opens it after sign-in. Your account still needs access to the organization and the linked content. For a private deployment, connect to its required network before opening the link.
If an action is missing
Members read the shared library; Editors and higher roles maintain its content. Managing automations and technical setup requires Developer or administrator permissions. The Automations navigation entry appears for Members and Editors once an organization-wide automation is deployed; project-bound automations are available on their project’s tab. Ask for the access needed for your task rather than assuming every visible resource is editable. Members and roles explains the differences.