Settings
Configure your profile, notifications, team, billing, and integrations.
The Settings page is organized into tabs for managing different aspects of your AccountWatch workspace.
General Settings
Profile
- Update your display name and email
- View your current role and permissions
Notifications
- Configure email notification preferences
- Set alert thresholds for health score drops (coming soon)
Team Roles
Manage the roles used across your organization. See Team Roles documentation for details.
Manager Teams
Organize team members into management groups. This is useful for agencies with multiple pods or teams, where each team lead needs visibility into their group's clients.
Integrations
Slack (Active)
Your primary integration. Shows connection status, workspace name, and connected channels count.
Coming Soon
AccountWatch is expanding integration support:
- Gmail — Analyze email threads alongside Slack conversations for a complete picture of client communication
- Microsoft Teams — For organizations that use Teams instead of or alongside Slack
- Google Calendar — Track meeting frequency as an engagement signal
- Microsoft Outlook — Calendar and email integration for Microsoft-centric teams
- Salesforce — Sync health scores with CRM deal stages and opportunity records
- HubSpot — Bidirectional sync of client health data with your CRM pipeline
- Zendesk — Incorporate support ticket sentiment into health score calculation
Billing
Manage your subscription plan, view usage, and access the billing portal. See Billing & Plans for details.