Account Settings

Account and personal settings live in two places.

• User Profile — your own details. Open the menu under your name in the top right and select User Profile. It has a Personal Info tab and a Password tab.
• Settings > Account — account-wide settings, split into Account Info and Account Preferences. Both require the Account Settings permission at the Manage level.

Resetting your Password

Every user can reach User Profile from the menu under their name, and every user has the Password tab there. Use it to reset the 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 under Settings > Account, which is split into Account Info and Account Preferences.

Account Info

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

Account Preferences

Account Preferences 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.
  • Customer Success: Enables and disables enhanced Customer Success features for detailed customer success documentation. This is a legacy feature that is not actively developed.
  • Partner Services: Appears only on accounts that carry the ScopeStack Connect entitlement. Partnerships (ScopeStack Connect) was retired in July 2026 and the feature is no longer reachable, so this toggle no longer does anything. Use Vendor Quotes to bring third-party services into a project.

Turning new features on for your account

Further down Account Preferences is a list of newer features you can switch on yourself, each with a short description and a toggle. Anything switched on applies to everyone in the account. This is worth checking periodically: features are frequently available to you before anyone tells you about them, and several of them replace steps that used to require contacting support.

Changing these requires the Account Settings permission at the Manage level, the same permission that gets you to the page.

Coming Soon

Below the feature list, a Coming Soon section shows features that are built but not yet open, each with the date beta testing is expected to begin. Nothing here can be switched on yet. It is there so you can see what is heading your way and plan for it.

Two things worth knowing about how features reach you:

• Bug fixes ship without notice. Changes to how a feature behaves are gated behind the toggles above, so they do not appear until someone turns them on.
• New features generally spend about a month in beta before being turned on for everyone. Once a feature reaches general availability it stops being optional.

If a feature listed here matters to you, tell your ScopeStack contact. Beta access is granted per account, and asking early is usually the difference between shaping a feature and receiving it.

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.

Billing & payments

Billing and payments are managed by the ScopeStack team. To update your plan, payment method, or other billing details, contact ScopeStack support and we’ll take care of it for you.

Seat counts

There is no Licenses screen in the product. If you need to know how many seats your plan includes or how many are unused, contact ScopeStack support.