Managing accounts and project assignments

Once a communication app has at least one active account, a gear icon appears on its card (next to the Connected badge): Manage <app> accounts & projects. Click it to open the account and project assignment modal. It exists to answer one question: which of my connected accounts serves which project?

The rule underneath everything on this screen: a project can use only one account per provider. If a project already has an account assigned and you assign a different one, the old assignment is replaced, not stacked.

Two views over the same data

A toggle at the top switches between:

• By project: every project in the workspace gets a row with a dropdown of your accounts for this provider (plus "Not connected"). Pick an account from the dropdown to assign it; pick "Not connected" to clear it. Changes save immediately, with no confirmation needed here since you are explicitly replacing whatever was selected in that same dropdown.
• By account: pick one account from a select at the top, then every project becomes a checkbox: checked if that account serves it. Checking a project that is currently served by a different account of the same provider first asks you to confirm ("Replace account on this project?"), naming which account will be replaced and which one will take over. Checking a project with no existing assignment applies immediately.

Both views share a project search box and the same underlying data, so a change in one is reflected in the other next time you switch.

Slack channel, right in this modal

If the app is Slack, By project mode adds a channel picker next to each project's account dropdown. It is disabled ("Connect account first") until that project has a Slack account assigned; once assigned, you can search and pick a channel inline, or clear the current one with the ✕. This is the same channel link documented in Slack and Teams channels; this modal is just a second place to manage it, alongside the account assignment, without leaving the dialog. Linking a channel already used by another project surfaces the same conflict dialog described there.

What can go wrong?

Failures (a failed assignment, a failed channel link) show as an inline banner inside the modal rather than closing it, so you can retry without losing your place. A 409 while linking a Slack channel (the channel is already linked elsewhere) opens the "Channel already linked" dialog instead of the generic error banner.

Closing the modal (Done, the ✕, or clicking outside) does not undo anything; every change here saves as you make it.