Administration & Configuration

Purpose: Manage your Scoop account, billing, team, and data connections. Audience: Admins, Workspace Owners

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1. Account & Billing

Access these settings via Account > Billing Settings.

Plan Tiers

• Free Trial: 30 days, 5 datasets, 1M rows. Good for testing.
• Individual: $99/mo. 25 datasets, 10M rows. For solo analysts.
• Team: $199/seat. 500 datasets, 100M rows. Includes Slack Integration and shared workspaces.
• Enterprise: Custom limits + BYOK AI.

AppSumo Users

If you redeemed a Lifetime Deal code:

• You will see a green "Lifetime Deal" badge on your plan.
• No recurring charges apply.
• To redeem a new code, visit the specific redemption link provided by AppSumo (the system handles the exchangeAppSumoCode logic automatically).

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2. Bring Your Own Key (BYOK) AI

Requirement: Enterprise Plan (or enabled feature flag).

Scoop allows you to use your own AI provider API keys for privacy or rate-limit control.

Setup Workflow:

1. Go to Account > AI Provider Settings.
2. Select Provider:
   • Scoop AI (Default - We manage the keys).
   • Claude (Anthropic): Optimized for reasoning.
   • OpenAI (GPT): Standard option.
3. Enter API Key: Paste your secret key (sk-...).
4. Test Key: Click "Test" to verify connectivity before saving.
5. Save: The key is stored securely.

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3. Team Management

Access: Account > Team Settings.

Roles

• Owner: Full control, billing management.
• Admin: Can manage workspaces and users, but not billing.
• Member: Can view/edit data in assigned workspaces.

Inviting Users

1. Click "Invite Member".
2. Enter their email address.
3. They will receive a magic link.
4. Pending Invitations: You can view and cancel sent invites in the "Pending" tab.

Workspace Configuration

• Week Start Day: Go to Workspace Settings to toggle between "Monday" (ISO) or "Sunday" (US) start for all date calculations.

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4. Data Source Configuration

When creating or editing a dataset (Inbox), you have granular control:

General Properties

• Keep Only Current: If checked, new uploads replace old data. If unchecked, they append (creating a history).
• Incremental: Use this for "Delta" loads where you only upload changed rows.
• Multiple Same Day Loads: Allow uploading the same file multiple times per day (useful for intra-day reporting).

Email Ingestion

• Scoop generates a unique email address for every inbox: [inboxName]@scoopup.report.
• Usage: Auto-forward report emails (with CSV/Excel attachments) to this address to ingest data automatically.

Slack Alerts

Requirement: Team Plan.

1. Open the Slack Configuration dialog on your dataset.
2. Select Channel: Search for the Slack channel you want alerts in.
3. Toggle On: Scoop will now post summaries to that channel whenever new data is loaded.