Manage your account and preferences

Your account settings control how teammates recognize you and how you sign in. Your profile menu also lets you switch organization and language and shows the teams you belong to. These controls are available without an administrator role.

Update the name your teammates see

Open Settings > Account. Under Profile, edit Name and click Save in the page header. Discard restores the saved value. Your email address is shown as read-only because it identifies the account used to sign in and receive notifications.

The name is visible to teammates and can be at most 100 characters long. It is not a private instruction to the assistant.

Protect your sign-in

The Password section offers Change password, or Set password for an account that does not yet have one. Follow the password requirements shown in the dialog. They come from your organization's password policy. If you belong to several organizations, your password must meet the requirements of every one of them. Changing the password signs out your sessions, so keep the new password available before confirming.

Set up an authenticator under Two-factor authentication or add a passkey under Passkeys. Store backup codes somewhere you can reach without signing in to Tale. Two-factor authentication covers setup, recovery, and organization requirements.

Switch language or workspace

Open the profile menu from your avatar. Language changes the interface language. When you belong to several organizations, Organization switches the workspace. The Teams row names the teams you are in and opens the account page; it switches nothing, because a team is not a workspace.

Check the organization name before changing settings or adding content.

See your role

Settings > Account > Your role shows your role in this organization, such as Editor or Member. Your role decides what you can do; your teams decide which team work you can see. Admins assign roles under Members and roles. With single sign-on, your identity provider can also set your role each time you sign in. Owners and Admins see a Manage members button beside the section's title.

See your teams

Settings > Account > Your teams lists the teams you belong to. Teams decide which team documents, projects, and inbox queues you can see; work shared with the whole organization is visible to you regardless. When you are in no team, the section says so.

To narrow a list to certain work, use its Teams filter: Organization-wide shows only items without a team, My teams shows items any of your teams can see, and each team is listed by name. The inbox offers an Assignee filter behind its search box, listing people and teams together. A filter changes the current view; it does not grant access to another team’s data.

Owners and Admins manage membership under Teams; the section's Manage teams button takes them there.

Set custom instructions for the chat assistant

Open Settings > Preferences. Custom instructions are standing instructions the chat assistant follows in every reply to you, such as a preferred tone, a default programming language, or how much detail you want. The switch can follow the organization default or store your own choice; the hint under it says which applies. The text field appears while the feature is on. Type your instructions and click Save in the page header.

Check your usage limits

Open Settings > Usage to see how much you have used of each limit your organization applies to you. The page says so when no limit covers you.

• Your limits count your own chats, voice output, and agent runs, whichever way you started them; How usage is counted explains who a run counts against. When one is reached, you can't start more of that work until it resets: a message you send then is refused with a notice that names the limit, and it stays in the composer.
• Shared limits count the usage of everyone they cover, such as a team you belong to or the entire organization, so they can be reached before your own limits.
• Storage compares the files you have uploaded with your storage limit. New document uploads are refused once it is reached.

Each usage limit shows the amount used, the limit, and when it resets in your local time. Periods follow UTC: daily limits reset at midnight, weekly limits on Monday, and monthly limits on the first of the month. If an administrator set a warning threshold, the bar turns amber once your usage reaches it. When a banner above the composer warns about a limit, View usage opens this page. Administrators also see Manage limits, which opens Governance > Policies & Limits.

Archive old chats or sign out

Settings > Account > Your chats offers Archive all chats and Delete all chats for your own chats in the current organization, including project chats. Archiving affects unarchived chats; deleting also includes archived chats and moves them to Trash, where they can be restored during the retention grace period. Chats under legal hold remain unchanged, and chats with a running reply cannot be deleted.

Read the confirmation before proceeding. The result reports how many chats changed and how many could not be changed. Use an individual chat's menu in Home when you only want to organize that conversation. Archived chats stay under Archived at the bottom of the Home list, where Unarchive in a chat's menu brings it back.

Log out in the profile menu ends the current session and returns you to sign-in. Sign out on a shared device when you finish using Tale. For a dedicated app window on your own device, see Install as app.

If your session ends while Tale is open, for example because you logged out in another tab, a refused request shows Your session has ended. Sign in again., and a document upload fails with the same sentence and no retry. A project's Environment tab you open afterwards shows Admin access required instead. One that was already open, or that you open again less than five minutes after it last loaded, still shows its variables, and saving there shows the same sentence. Settings > Data residency says You're not allowed to manage this organization's data residency. On your organization's pages, whose addresses start with /dashboard, Tale checks the session and asks before opening sign-in. Signing in leaves the page, so unsaved changes may be lost. Choose Stay here to keep the page and copy any work you need. Further refusals do not reopen the confirmation. On other pages, Tale doesn't ask: reload the page to sign in again.

When you are ready, close any open dialog and choose Sign in in the notice that stays at the top of the page, above its header, then confirm. Tale checks again before leaving; if another tab has already restored your session, your page stays open. Otherwise, the sign-in page shows the same session notice. After signing in, you return to the page you were on; copied work can be re-entered, but unsaved drafts are not restored automatically.