Account Settings

The My Account area lets you make high-level changes to your account and personal preferences. To access it, use the top right navigation and select My Account.

Resetting your Password

All users 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 used for password-credentialed access.

On this screen: A card titled “Change Password for [User Name]” with three fields: Current Password, New Password, and Password Confirmation. A Submit button saves the new password; a Back button returns to the projects list.

Personalized Start Page

Every user can choose which page ScopeStack opens to when they log in. Set your preferred start page under your user preferences to skip navigation and land directly where you work most.

You can choose from any top-level menu item available in your account. Different users can have different start pages based on their role and responsibilities.

On this screen: The User Info tab of the user edit form, showing a “Start Page” dropdown field (visible to site admins). The dropdown lists the top-level navigation options: Home, Projects, Approvals, Surveys, and Settings. The currently selected value is shown in the field.

This setting is per-user, so administrators do not need to manage it centrally.

Users with the Account Settings permission (manage level) can change high-level account information in the Contact and Advanced sections.

Contact

The contact settings let you update your company name, street address, and personal information as stored in the application.

Advanced

The Advanced area controls account-wide formatting and feature settings.

• Date & Time: Choose your preferred short date format, long date format, time format, and time zone. These settings apply throughout the application.
• Level of Effort: Set the account’s default unit for effort (hours, days, or weeks) and the rounding level used across the platform.
• Account-wide Preferences and Plan Settings: Turn key account features on and off.
  • Guided Project Creation flow: When enabled, users have the option to create a project using the guided creation workflow. When disabled, all users go directly to the standard Project Editor on initial project creation.
  • Watermarked Documents: When enabled, documents generated from unapproved projects are output as PDFs with a “draft” watermark across every page. This prevents unapproved documents from being shared with clients before the approval workflow is complete.
  • Project Resource from Resource Rates: When enabled, the resource dropdown in a project only shows resources from the Rate Table configured for that project. When disabled, all resources in the account are available for selection regardless of rate table assignment.
  • Surveys: Turns the Surveys feature on and off for the account.
  • Approval Workflow: Turns the Approval Workflow on and off. Even when disabled, the Request Approval button remains available on projects in progress. If approval is requested on a project while this feature is off, the project immediately moves to approved status.
  • Partner Services: Enables and disables the Partnerships feature, which allows third-party vendor quotes to be added to projects from connected ScopeStack accounts.
  • Customer Success: Enables and disables enhanced Customer Success features for detailed customer success documentation. This is a legacy feature that is not actively developed.

Clients and Accounts

The Clients list and Accounts list in Settings have been redesigned as part of the updated platform design system. The layout and interaction patterns are consistent with other redesigned areas of the platform, including Approvals, Notes, Contacts, Locations, and Users & Groups.

On this screen: A white card with a “Clients” heading on the left and a green “Add A Client” button on the right. A “Search Clients” search bar appears below the heading. Two underline-style tabs read “Active” and “Archived.” The table has columns for Client Name (a teal-colored clickable link), MSA Date, and Domain. Rows are striped and selectable via checkboxes. When rows are selected, a bulk action button with the count and a trash-can or restore icon appears.

Plan & Billing Settings

Users with the Account Billing permission can view billing-related settings for the account. To update your payment method, use the Edit Payment Methods button to request a verification code and update the account’s payment details.

Licenses Settings

Users with the Users permission can view the list of active licenses, including the number of unused seats.