Project or Organization Settings

This document explains how to access and manage your organization and project-level settings.

How to Access Organization Settings

To access the organization settings, click on your profile icon located at the bottom-left corner of the application in navbar.

Tailortalk Organization Settings

Select the desired option to manage your settings.

Team Members Settings

In the Team Members settings, you can invite and manage team members' permissions.

Roles and Permissions:

  • Editor

    • Can do everything.

  • Viewer

    • Limited access.
    • Cannot access the agents or prompts pages.
    • Cannot access or modify project-level settings like collaborators.

Adding Team Members:

  1. Go to Team Members from the organization settings.
  2. Click on + Invite Team Member.
  3. Enter the email address of the user you want to add.
  4. Optionally add their name.
  5. Select the role (Editor or Viewer) from the dropdown.
  6. Add their WhatsApp number. This is required for your agents to alert them.
  7. Click Send invite to confirm.

WhatsApp number and alerts

A team member's WhatsApp number is what your agents use to reach them. Members with a number saved can be picked under an agent's Escalation and Notifications settings; members without one are still listed there but cannot be selected.

You can add or change a number at any time: on the member's row, use the ⋮ menu and choose Edit details. Rows for members with no number saved show an Add number shortcut.

Managing existing members

  • Change a role: Click the role on the member's row and pick Editor or Viewer.
  • Edit details: Use the ⋮ menu on the row to update their name or WhatsApp number.
  • Remove a member: Use the ⋮ menu and choose Remove from team. Removing someone does not rewrite the agents that alert them — open those rules and pick a replacement.
Tailortalk Add Team Tailortalk Add Team Collaborator

Billing & Subscription

The Billing & Subscription section shows your current subscription details, including your package, pricing, and payment due dates.

You can check the following details:

  • Package: Your current subscription package.
  • Price: The cost associated with your subscription.

  • Due Date: Your next payment renewal date.

Data Deletion

To delete your data, you must delete your organization.

  1. Go to Manage Org from the organization settings.
  2. Click on Delete and confirm the deletion.

Once the organization is deleted, all associated data will be permanently deleted within 7 days.

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