Make high-level changes to your account.
The My Account area allows you to make high-level changes to your account. To access it, use the top right navigation to select "My Account."
Resetting your Password
All users will see the My Account link in their menu, with at least the "Password" section under Account preferences. In this section, you can reset your ScopeStack password, which will be used for password-credentialed access.
Account Settings
Users with the Settings Account Settings permission can change some additional high-level account information in the Contact and Advanced sections.
Contact
The contact settings allow you to change your company name, street address, and personal information as it is currently stored in the application.
Advanced
The Advanced area allows you to set some additional elements of your account, including:
- Date & Time: You can choose your preferred short date format, long date format, time format, and time zone. These settings are used throughout the application.
- Level of Effort: You can choose your account's default unit for effort and the level of effort rounding used here. You can choose between hours, days, and weeks, along with different levels of rounding.
- Account-wide Preferences and Plan Settings: In these sections, you can turn key features available to your account on and off.
- Guided Project Creation flow: This setting, when turned on, gives your users the option to create a project using the guided project creation workflow. When turned off, all users will be directed to the standard Project Editor upon the initial project creation.
- Watermarked Documents: This setting outputs documents from projects not approved as PDFs with a watermark across every page that says "draft." This is helpful to prevent the unintentional transmission of an unapproved document to a client before it has been through the project approval workflow.
- Project Resource from Resource Rates: When showing Standard Resources in a project dropdown, this setting requires the list of resources to come from the Rate Table configured for the project. When turned off, all resources available in the account will be able to be selected on a specific project regardless of their availability on a specific rate table.
- Surveys: This turns the Surveys feature on and off on your account.
- Approval Workflow: This turns on and off the Approval Workflow on your account. Even if the feature is turned off, the Request Approval button is still available on building projects. If you request approval on a project in an account with this feature turned off, the project will immediately go to the approved status.
- Partner Services: This enables and disables the Partnerships feature that allows for third-party vendor quotes to be added to projects from connected ScopeStack accounts.
- Customer Success: This enables and disables enhanced Customer Success features in ScopeStack Projects, allowing for detailed customer success documentation. This is a legacy feature that is not being actively developed.
Plan & Billing Settings
Users with the Settings Account Billing permission can change view billing-related settings for their account. If you need to update your payment method, you can use the Edit Payment Methods button to request a code that will allow you to verify your identity and update your account's payment method.
Licenses Settings
Users with the Settings Users permission can view their list of active licenses, including the number of unused seats.