Account Details

Account Details is the full configuration view for your WorkSights account. It is where you manage your organization's identity, users, reporting structure, connected services, holiday settings, and role categories all in one place.

You can reach it from Settings → Account by clicking your account name in the list.

Overview Tab

The Overview tab shows the core configuration of your account and is where you make account-level changes that affect how WorkSights operates for your whole organization.

Domain — the primary email domain associated with this account.

Owner — the current account owner. Use the search icon to reassign if you have permission.

Status — whether the account is Active or Inactive. Inactive accounts retain historical data but stop processing new activity.

Default Region — applied automatically when new users are created through connected services.

Default Timezone — applied during automatic user creation via integrations.

Users — the number of active users in the account.

Renaming an Account

By default WorkSights sets the account name based on the domain of the first connected service. To rename it, click the account name at the top of the page to enter edit mode, type the new name, and save.

AI Context

The AI Context field is where you describe your business to WorkSights AI — your priorities, operating model, and anything that helps the system interpret activity in the right light. This context is injected into every Observer analysis, daily report, and chat response for your account.

See the AI Context guide for detail on what to write and how it shapes your Insights.

Roles

The Roles panel shows all permission levels configured for the account. WorkSights includes four built-in roles (Owner, Executive, Manager, and Member) each with a defined set of permissions shown in the table. Custom roles can be created using Add Role and inherit permissions from one of the four built-in levels. Custom roles are labeled accordingly and shown in green.

The number of users assigned to each role is shown on the right. Click a role name to view or edit its configuration.

Services

This panel shows a summary of the integrations currently connected to your account, with a mapped user count for each. It is a read-only overview — to manage integrations in detail, use the Services tab or go to Settings → Services.

Users Tab

The Users tab shows everyone who belongs to this account. It mirrors the Team List but scoped specifically to this account. All the same inline editing is available here — roles, managers, regions, timezones, and categories can all be updated directly in the table.

See the Team List guide for a full walkthrough of the columns and editing options.

Managers Tab

The Managers tab gives you a visual way to build and maintain your organization's reporting structure.

The left panel — Org Structure — shows users who are already placed in the hierarchy. You can drag users to adjust their position, set reporting relationships, and remove users from the structure using the red X. A green eye icon indicates the user has login access to the account.

The right panel — Users to Assign — shows users who belong to the account but have not yet been placed in the organizational structure. Drag any user from the right panel into the Org Structure to assign them.

The Managers tab works well for straightforward single-manager structures. For more complex setups (multiple managers, matrix reporting, or detailed reporting chains) use the individual user's Personal Settings page where you can assign multiple managers directly.

Services Tab

The Services tab shows all integrations linked to this account, organized by service type. Each service shows its name, owner, created and last modified dates, and how many users are mapped.

To add another connection for an existing service type, click + Add [Service] on the right of that service group.

To view or manage the full detail of a specific connection click through to the Service Details page.

Renaming and Managing Linked Services

To rename a service, simply click the pencil icon or directly on the service title. This helps keep your account organized and labeled exactly how you want.

Clicking the service title also opens the full Service Details, where you can see connected remote users, sub-features, sync timestamps and settings.

Holidays Tab

The Holidays tab shows the public holidays observed across every region represented by users in your account. WorkSights uses this data to ensure that workday calculations and scores reflect each person's local calendar accurately.

Each country or region appears as its own section, with user avatars indicating who falls under that location. The holiday table shows each holiday's name, date, type (Public or Observance), the regions it applies to, and a Holiday or Work? control.

Click the selector in the Holiday or Work? column to toggle a day between Holiday and Work Day. Changes apply only to users in the affected region and update WorkSights's scheduling and scoring calculations automatically.

Categories Tab

The Categories tab shows the full library of role categories available for your account. Categories define the functional roles within your organization  and are what Observers use to scope their analysis to the right teams.

The table shows categories in a hierarchical structure with parent categories collapsible to reveal their sub-categories. Each row shows:

Category — the role name and a short description.

Type — whether the category is a Platform default or a custom one created for your account.

Owners — users assigned as owners of this category.

AI Context — whether an AI Context has been set for this category. Categories with context give Observers richer information about what good performance looks like for that function.

Tags — keywords used to automatically match users to this category during onboarding and enrichment.

Actions — click the edit icon to modify a category's title, description, parent, tags, or AI Context.

To add a new category, click + Add category in the top right. Platform default categories are read-only and cannot be edited, but you can customize them for your account or create entirely new ones from scratch.

Related Guides

AI Context — what to write and how it shapes Insights and reports

Team List — managing users, roles, and categories across your account

Assign Manager Relationships — setting up reporting lines in detail

Connected Services — managing integrations at the account level

Service Details — features, user mapping, and connection health for a specific service