Manage Account Flags

Account flags let you tag accounts with status labels that are visible across the admin dashboard. Flags are useful for tracking accounts that need special attention.

Available Flags

There are four flags you can assign to any account:

• VIP — marks high-value or priority accounts.
• At Risk — flags accounts showing signs of churn or dissatisfaction.
• Churning — marks accounts that are actively in the process of leaving.
• Needs Follow-up — flags accounts that require a follow-up action from the team.

Adding and Removing Flags

1. Open the account detail page by searching for the account at /admin/accounts.
2. In the header area, next to any existing flag badges, click Manage Flags.
3. A popover appears with checkboxes for each flag. Checked flags are currently active on the account.
4. Click a flag to toggle it on or off. The change saves immediately.
5. A confirmation toast appears when the flag is added or removed.

Where Flags Appear

Flags display as badges in the account header on the detail page. All flag changes are logged in the admin audit trail.

Tips

• Flags are independent of each other. An account can have multiple flags at the same time.
• Feature flags (used for plan feature overrides) are separate from these status flags and are managed through the Plan & Features card on the Overview tab.

Related Articles

• Search and View Accounts
• Change an Account's Plan