Settings

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.

Fireflies.ai (Active)

Connect your Fireflies.ai account to include meeting transcript data in health updates and reports. Add your API key in Settings > Integrations, then link specific meetings to individual clients from the client detail page using title or participant filters.

Asana (Active)

Connect your Asana account to include project task data in health updates and reports. Add your API key in Settings > Integrations, then link an Asana project to a client from their detail page under KPI Tracking > Linked Integrations.

Linking Integrations to Clients

After adding your API key, go to any client's detail page and open the KPI Tracking tab. Under Linked Integrations, you can:

Link Fireflies — Filter transcripts by meeting title or participant name so only relevant meetings are included in that client's analysis
Link Asana — Select an Asana project to track. Task status and updates will be included in health reports and churn analysis

Once linked, integration data is automatically included in daily health updates, weekly reports, and churn analysis for that client.

Viewing Your API Key

After connecting an integration, your API key is masked for security (e.g., ...abc123). You can reveal the full key at any time by clicking the eye icon next to the masked key. Click it again to hide the key. You can also update or delete your key from this page.

How We Protect Your Data

Encryption at rest — API keys are encrypted using AES-256 symmetric encryption (Fernet) before being stored. They are never saved in plain text.
Server-side only — Keys are only decrypted on the server when fetching data from the integration provider during scheduled health updates, report generation, or churn analysis.
Read-only access — AccountWatch only reads data from your connected accounts (meeting transcripts from Fireflies, task status from Asana). We never create, modify, or delete anything in your connected services.
No third-party sharing — Your API keys are never shared with third parties, logged in plain text, or sent to AI providers. They remain within our encrypted infrastructure.
Full control — You can reveal, update, or delete your integration API keys at any time from the Settings page.

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.