# Administration & Configuration

Manage your Scoop account, billing, team, and data connections

# Administration & Configuration

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

---

## 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).

---

## 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.

---

## 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.

---

## 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.