Editor role
What Editors can do in Tale — manage content, approve pending actions, reply to customer conversations.
1 min read
An Editor is the content-management role: upload and curate documents, manage products, customers, vendors, and websites, reply to customer conversations, and decide pending approvals. Editors have everything a Member has, plus the ability to write to the knowledge base and act on approvals. They do not create agents, publish automations, or touch organisation-level settings — those are Developer and Admin territory.
The canonical permission matrix lives at Members and roles; this page is a task-oriented index for Editor workflows.
What Editors typically do
- Upload a document to the knowledge base so the AI can answer from it.
- Crawl a website and keep it refreshed — see website crawling.
- Create or edit a product, customer, or vendor to enrich the AI's grounded answers.
- Reply to a customer conversation under Conversations.
- Approve or reject a pending action in Approvals.
What Editors cannot do
Creating or editing agents, publishing automations, configuring integrations, or changing organisation settings are gated to Developers and Admins. If an Editor needs one of those done, they request it from someone with the right role.