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Account Management & Settings

The Account Management section provides comprehensive control over your Flyweel account configuration. From business profile setup to security management, these settings ensure your SpendOps platform is tailored to your specific needs and maintains the highest security standards.

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Settings Overview

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FAQ: direct answers

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How do I change my display currency?

Go to Settings > Account > Profile and select a currency; Reports will reflect it.

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How do I update my password?

Settings > Account > Security; follow the password requirements and save.

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Where do I manage connections?

Settings > Connections, or see Platform Connections. Access your account settings from the main navigation menu to configure:
  • 👤 Account Profile - Business details and personal information
  • 🔒 Security Settings - Password management and account security
  • 🔔 Notifications - Alert preferences and communication settings
  • 🔗 Platform Connections - Manage connected advertising accounts

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Account Profile Management

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Business Information

Your business profile helps Flyweel provide personalized insights and industry-specific benchmarks:

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Company Details

  • Company Name (Optional)
    • Used for personalized reporting headers
    • Appears in generated reports and exports
    • Helps with team identification in shared accounts
  • Industry Selection
    • Choose from comprehensive industry categories
    • Enables industry-specific benchmarking
    • Provides relevant optimization recommendations
    • Influences AI agent suggestions
  • Country/Region
    • Sets timezone for reporting and data analysis
    • Enables localized insights and best practices
    • Affects currency display preferences
    • Influences seasonal trend analysis

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Advertising Context

  • Monthly Ad Spend (Optional)
    • Select your estimated monthly advertising budget
    • Helps with appropriate feature recommendations
    • Enables spend-based insights and alerts
    • Influences optimization priority suggestions
  • Team Size
    • Individual contributor, small team, or enterprise
    • Affects recommended workflows and features
    • Influences collaboration features visibility

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Personal Information

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Basic Profile

  • Full Name - Display name for account identification
  • Email Address - Primary communication and login email
  • Phone Number (Optional) - For account recovery and important alerts
  • Profile Photo (Optional) - Personalizes your account interface

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Communication Preferences

  • Timezone - Ensures accurate reporting schedules
  • Language - Interface language preference
  • Date Format - Regional date display preferences
  • Currency - Primary currency for spend reporting
1

Access Account Settings

Navigate to Settings > Account from the main menu
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Update Profile Information

Edit your business and personal details in the Account tab
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Save Changes

Click “Save Changes” to apply your profile updates

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Platform Connections Management

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Connected Advertising Platforms

Manage your connected Google Ads and Meta Ads accounts from the Connections section:
  • View Connected Accounts - See all linked advertising platforms
  • Account Status Monitoring - Check connection health and data sync status
  • Add New Accounts - Connect additional advertising accounts
  • Remove Connections - Disconnect unused or obsolete accounts
For detailed connection management instructions, see our Platform Connections Guide.

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Account Management Best Practices

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Regular Maintenance

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Monthly Reviews

  • Update business profile if company information changes
  • Review connected accounts and remove unused connections
  • Check security settings and update passwords if needed
  • Verify contact information for important communications

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Quarterly Assessments

  • Business profile accuracy - Ensure industry and spend information is current
  • Team access review - Add or remove team members as needed
  • Security audit - Review login history and security practices
  • Feature utilization - Explore new features that align with your needs

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Security Hygiene

  • Strong Passwords - Use unique, complex passwords with regular updates
  • Access Monitoring - Regularly review account access and login history
  • Contact Updates - Keep email and phone information current for security communications
  • Permission Reviews - Periodically verify connected platform permissions

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Troubleshooting Common Issues

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Profile Update Problems

  • Changes not saving - Check internet connection and try again
  • Validation errors - Ensure all required fields are properly formatted
  • Industry selection issues - Contact support if your industry isn’t listed

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Security Challenges

  • Password reset issues - Check spam folder and try alternative email
  • Login difficulties - Clear browser cache and cookies, or try incognito mode
  • Account lockouts - Contact support for immediate assistance

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Connection Management

  • Platform disconnections - Re-authenticate through Settings > Connections
  • Data sync issues - Verify account permissions in platform settings
  • Missing account data - Check account selection and refresh connections

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Support & Resources

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Getting Help

  • 📧 Account Support: team@flyweel.co
  • 🔒 Security Issues: team@flyweel.co
  • 📚 Help Documentation: Browse our complete user guides
  • 💬 Live Chat: Available in-app for immediate assistance
Ready to optimize your account? Proper account configuration ensures you get the most value from Flyweel’s SpendOps platform and maintain the security your business requires.