Preferences

Preferences are the dials that belong to you rather than to the org. Your display name is the name agents and teammates see in chats and approvals. Your locale and theme follow you between devices. Your custom instructions and memories shape how agents reply to you specifically — separately from anything the Admin or Editor has set at the org level. This page maps where each lever lives and what it changes.

The shape is intentionally two-layered: the profile menu (everywhere, one click from the avatar) carries the quick toggles; Settings > Account and Settings > Personalization carry the deeper account fields. Everything here is yours — none of it leaks to other members or other orgs.

The profile menu

Click your avatar in the top-right. The dropdown opens with your name, your email, and the current build version. Below the header sit four quick controls every member sees regardless of role: the theme switcher (System / Light / Dark), the language sub-menu (English, Deutsch, Français), the Get app row when the browser can install Tale as a PWA, and Log out. Theme and language take effect immediately and persist per-device.

The menu also carries an organisation switcher when you belong to more than one org and a team filter when your current org has teams. Those are not preferences — they change what Tale shows you, not how Tale behaves. Below the team filter, User settings opens Settings > Account, the page covered next.

Account — name, email, password, two-factor

Open Settings > Account. Three sections sit on the page: Profile, Security, and Two-factor authentication.

The Profile section holds your display name and your email. The display name is editable inline; the change saves on blur and propagates to every chat and approval the next time they render. Email is read-only — it is what you signed in with, and changing it goes through support. There is no avatar field on the page; Tale derives an avatar from your display name initials.

The Security section holds a single button: Change password if you signed up with email and password, Set password if your account is federated through SSO and you want to add a password as a fallback. Both flows enforce the org's password policy and surface the rules live as you type. The Two-factor section pairs the account with a TOTP app or a hardware key and shows the backup codes once at enrolment.

Personalization — custom instructions, memories, voice output

Open Settings > Personalization. The page gates each feature with an on/off toggle that follows the org default until you override it.

Custom instructions is a free-form text field — up to 4,000 characters — that every agent receives as additional context for your conversations specifically. Use it for the things you would otherwise say at the top of every chat: your role, your preferred reply style, the projects you are working on, the constraints the agent should respect. The org default decides whether the feature is on for new members; your toggle overrides it for your own account.

Memories are short facts the agent saves about you between chats — a topic you asked about, a preference you stated, a context you would not want to repeat. Saved memories appear in a list with a delete button on each row; pending memories surface in their own section with Approve and Dismiss controls so nothing lands in your record without you seeing it. Toggle the feature off and existing memories stop being used until you turn it back on.

Voice output picks the voice an agent uses when it speaks in voice mode. The setting only applies when the org has a voice provider configured; otherwise the section explains the gap and points at the Admin.

Signing out

The Log out row at the bottom of the profile menu confirms with a dialog before clearing the session. After confirming, Tale does a full page reload to the sign-in page so no stale state lingers in the tab. Sign-out is per-device — signing out on your laptop does not log you out on your phone, and vice versa.

Where this fits

Preferences are the line between you and the rest of the org. The org Admin sets defaults — including whether personalization is on for new members, what the password policy is, which models are allowed — and your preferences override the defaults where Tale lets them. One personal page sits apart from this set: Environment & secrets holds variables and credentials scoped to you within a single organisation rather than following you across them — the place to keep the provider key a bring-your-own agent uses. The next read worth queuing is Member overview for the map of the rest of the Member surface, or Install as app if you want Tale to live in your dock rather than your browser tabs.