> For the complete documentation index, see [llms.txt](https://docs.taskade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.taskade.com/help/account-management.md). # 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**: Open Settings, enter the new address in the **Email** field, and click **Save**. The change is active after you click the confirmation link sent to the new address. * **Change your password**: Settings > 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 Settings > Members. 2. Enter email addresses (comma-separated for multiple). 3. Choose a role (Editor, Checker, or Viewer). 4. Click Invite. You can also click **Copy Invite Link** to share a link that people can use to join. ### Roles & Permissions Taskade uses role-based access from Owner to Viewer. | Role | What they can do | | ----------- | --------------------------------------------------------------------------- | | **Owner** | Full control: billing, settings, delete or transfer the workspace | | **Admin** | Invite or remove members, change roles, manage billing, full editing access | | **Editor** | Create and edit projects, run agents and automations | | **Checker** | Complete assigned tasks, tick checklists, comment (paid plans) | | **Viewer** | Read projects and leave comments | ### Remove Members Settings > Members > click the **✕** icon next to the member. ## Billing & Plans ### Current Plans | Plan | Price | AI Credits/mo | | -------------- | ---------------------------------------- | ------------------------------------------- | | **Free** | $0 | 0 (earn credits with referrals and invites) | | **Starter** | $6/mo, billed annually | 10,000 | | **Pro** | $10/mo billed annually, or $20 monthly | 50,000 | | **Business** | $25/mo billed annually, or $50 monthly | 150,000 | | **Max** | $100/mo billed annually, or $200 monthly | 400,000 | | **Enterprise** | Custom (contact sales) | Custom | Key features of each plan: * **Free**: 2 members, 3 Taskade Genesis apps, 1 AI agent, 10 automation runs a month. * **Starter**: 3 members, unlimited apps, premium integrations, hosted MCP access. * **Pro**: 10 members, custom domains (up to 10), webhooks, your own AI key (BYOK), app bundle export. * **Business**: Unlimited members, unlimited custom domains, SSO/SAML, app analytics, custom branding. * **Max**: Everything in Business, with higher AI limits. * **Enterprise**: Everything in Max, plus SCIM provisioning and the highest AI limits. Full details: [taskade.com/pricing](https://www.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 > **Manage billing and invoices**. ### AI Credits AI credits are consumed when you use AI features (agents, chat, automations with AI steps, Taskade Genesis app generation). The Monthly Credits of a paid plan reset each billing cycle. Extra Credits that you buy or earn do not expire. Check your usage on the [Credits page](https://www.taskade.com/settings/usage). ## Security ### Two-Factor Authentication (2FA) 1. Settings > Password > Two-Factor Authentication. 2. Click Configure, then Set up. 3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.). 4. Enter the verification code to confirm. ### SSO / SAML (Business and up) Business, Max, and Enterprise plans support Single Sign-On via: * Azure Active Directory * Google Workspace * Okta * Custom SAML 2.0 providers To set it up, open Settings > Organization > SAML SSO. For help, contact . ### SCIM Provisioning (Enterprise) Automate user provisioning and deprovisioning through your identity provider. SCIM is available on the Enterprise plan only. ## Data & Privacy * **Export your data**: Click (...) on any project > Export > choose a format (Markdown or CSV). * **Delete your account**: Cancel any paid plan first. Then open Settings, type your email in **Confirm Email**, and click **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? * [Contact Support](https://www.taskade.com/contact) * [Community Forum](https://www.taskade.com/feedback) * [Troubleshooting Guide](/help/comprehensive-troubleshooting-guide.md) *** *Step-by-step guides on taskade.com/learn:* [*Compare Taskade Plans: Free to Enterprise (2026 Pricing)*](https://www.taskade.com/learn/account/plan-matrix)*,* [*Roles and Permissions in Taskade*](https://www.taskade.com/learn/account/roles-permissions)*,* [*Invite People to Your Workspace*](https://www.taskade.com/learn/account/invite-members)*.*