Account Management

Manage your Taskade account: update profile, invite members and set roles, handle billing and plans, AI credits, 2FA, SSO/SAML, and data export.

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, Taskade 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] 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.

Account deletion is irreversible. Export any data you need before deleting your account.

Need Help?

• Contact Support

• Community Forum

• Troubleshooting Guide