Skip to content

Latest commit

 

History

History

Folders and files

NameName
Last commit message
Last commit date

parent directory

..
 
 
 
 

README.md

Account Management

Manage your Taskade account, team, billing, and security settings.

Your Account

Profile & Settings

  • Update your profile: Click your avatar (bottom-left) > Settings > Profile. Change your name, avatar, and display preferences.
  • Change your email: Settings > Account > Email. Verify the new address via the confirmation link.
  • Change your password: Settings > Account > Password. Enter your current password, then set a new one.
  • Language & region: Settings > Preferences. Choose your display language, date format, and time zone.
  • Dark mode: Settings > Preferences > Theme. Choose Light, Dark, or System.

Workspaces

  • Create a workspace: Click the "+" button in the sidebar > New Workspace.
  • Switch workspaces: Use the workspace switcher in the top-left corner.
  • Rename a workspace: Workspace Settings > General > Workspace Name.
  • Delete a workspace: Workspace Settings > General > Delete Workspace. This is permanent.

Team Management

Invite Members

  1. Open Workspace Settings > Members.
  2. Enter email addresses (comma-separated for multiple).
  3. Choose a role (Owner, Admin, Member, or Viewer).
  4. Click Send Invite.

Roles & Permissions

Role What they can do
Owner Full control: billing, settings, delete workspace
Admin Manage members, create/delete projects and agents
Member Create and edit projects, use agents, run automations
Viewer View-only access to projects

Remove Members

Workspace Settings > Members > click the three dots next to a member > Remove.

Billing & Plans

Current Plans

Plan Price AI Credits/mo Key Features
Free $0 1,000 1 workspace, 3 deployable apps, 500+ templates
Starter $6/mo (annual) 10,000 3 users, frontier AI models, file uploads
Pro $16/mo (annual) 50,000 10 users, 100+ integrations, background agents, 24/7 automations
Business $40/mo (annual) 150,000 Unlimited users, custom domains, API access, advanced analytics
Enterprise Custom Custom SSO/SAML, private cloud, dedicated support

Full details: taskade.com/pricing

Manage Your Subscription

  • Upgrade: Settings > Billing > Change Plan.
  • Downgrade: Settings > Billing > Change Plan. Changes take effect at the end of your current billing cycle.
  • Cancel: Settings > Billing > Cancel Subscription. You keep access until the end of your paid period.
  • View invoices: Settings > Billing > Invoices.

AI Credits

AI credits are consumed when you use AI features (agents, chat, automations with AI steps, Genesis app generation). Credits reset monthly. Check your usage at Settings > Billing > Usage.

Security

Two-Factor Authentication (2FA)

  1. Settings > Account > Security.
  2. Click Enable 2FA.
  3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.).
  4. Enter the verification code to confirm.

SSO / SAML (Enterprise)

Enterprise plans support Single Sign-On via:

  • Azure Active Directory
  • Google Workspace
  • Okta
  • Custom SAML 2.0 providers

Contact your account manager or support@taskade.com for SSO setup.

SCIM Provisioning (Enterprise)

Automate user provisioning and deprovisioning through your identity provider. Available on Enterprise plans.

Data & Privacy

  • Export your data: Click (...) on any project > Export > choose format (PDF, Markdown, Text).
  • Delete your account: Settings > Account > Delete Account. This permanently removes all your data.

{% hint style="warning" %} Account deletion is irreversible. Export any data you need before deleting your account. {% endhint %}

Need Help?