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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/pricingarrow-up-right

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 [email protected]envelope 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.

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