Admin Guide

This guide covers administrative tasks for Scoop account owners and admins, including user management, workspace configuration, and account settings.

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User Management

Inviting Users

To invite a new user:

1. Go to Account Settings → Users
2. Click Invite User
3. Enter their email address
4. Select their role (Admin, Member, or Viewer)
5. Choose which workspaces they can access
6. Click Send Invite

The user will receive an email with instructions to create their account.

User Roles

Managing Existing Users

To change a user's role or access:

1. Go to Account Settings → Users
2. Find the user in the list
3. Click the Edit icon
4. Modify role or workspace access
5. Click Save

To remove a user:

1. Go to Account Settings → Users
2. Find the user
3. Click Remove → Confirm

Note: Removing a user does not delete content they created. Their datasets and visualizations remain accessible to other users.

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Workspace Management

What Are Workspaces?

Workspaces are containers for organizing datasets, analyses, and users. Use them to:

• Separate different teams or departments
• Organize by project or client
• Control data access

Creating a Workspace

1. Go to Workspaces in the main navigation
2. Click Create Workspace
3. Enter a name and optional description
4. Click Create

Workspace Settings

Each workspace has its own settings:

Managing Workspace Members

To add users to a workspace:

1. Open the workspace
2. Go to Settings → Members
3. Click Add Members
4. Select users from your account
5. Click Add

To remove users:

1. Open workspace Settings → Members
2. Click Remove next to the user

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Dataset Permissions

Access Levels

Datasets can have different access levels:

Changing Dataset Access

1. Open the dataset
2. Go to Settings → Sharing
3. Select access level
4. If "Shared", add specific users
5. Click Save

Dataset Ownership

Each dataset has an owner (the creator by default). Owners can:

• Delete the dataset
• Change access settings
• Transfer ownership to another user

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Slack Integration Management

Connecting Slack

1. Go to Account Settings → Integrations
2. Click Connect Slack
3. Authorize Scoop in your Slack workspace
4. Select default workspace for Slack queries

Channel Dataset Sharing

Control which datasets are available in specific Slack channels:

1. Go to Account Settings → Slack → Channel Settings
2. Select a channel
3. Choose which datasets are accessible
4. Click Save

This allows different teams to see only relevant data in their channels.

Slack User Mapping

Scoop automatically maps Slack users to Scoop accounts by email. For users without Scoop accounts:

• They can view shared insights in channels
• DM queries require a Scoop account
• Invite them to enable full functionality

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Account Settings

General Settings

Access via Account Settings → General:

AI Provider Settings

Configure how Scoop uses AI:

System Default:

• Uses Scoop's AI allocation
• No additional configuration needed

Bring Your Own Key (BYOK):

• Use your own Claude or OpenAI API key
• Direct billing with AI provider
• See BYOK Guide for setup

Billing & Subscription

Access via Account Settings → Billing:

• View current plan and usage
• Update payment method
• Download invoices
• Upgrade or change plan

Note: Only Account Owners can access billing settings.

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Data Connections

Managing Connected Apps

View and manage data source connections:

1. Go to Account Settings → Data Connections
2. See all active connections
3. Click a connection to view details or disconnect

Connection Health

Scoop monitors connection health automatically:

To fix a failed connection:

1. Click the connection
2. Review the error message
3. Re-authenticate or update credentials
4. Test the connection

Scheduled Syncs

For connected data sources, configure sync frequency:

• Real-time: Sync on every query (API sources)
• Hourly: Update every hour
• Daily: Update once per day
• Manual: Only sync when triggered

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Security Settings

Password Requirements

Account-wide password policy:

• Minimum 8 characters
• Must include uppercase, lowercase, and number
• Cannot reuse recent passwords

Session Management

Configure session timeout:

1. Go to Account Settings → Security
2. Set Session Timeout (default: 24 hours)
3. Optionally enable Require re-auth for sensitive actions

Two-Factor Authentication

Enable 2FA for enhanced security:

1. Go to Account Settings → Security
2. Click Enable 2FA
3. Follow setup instructions

Enterprise: Enforce 2FA for all users in account settings.

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Audit & Activity

Activity Logs

View account activity:

1. Go to Account Settings → Activity
2. Filter by user, action type, or date range
3. Export logs as CSV (Enterprise)

Logged Activities:

• User logins and logouts
• Data uploads and connections
• Query execution
• Sharing and permission changes
• Settings modifications

Audit Requirements

For compliance and security audits:

• Activity logs retained for 90 days (standard)
• Extended retention available (Enterprise)
• Export capabilities for external audit tools

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Troubleshooting

Common Admin Issues

User can't access a workspace:

• Verify they're added to the workspace members
• Check their role has sufficient permissions
• Ensure workspace isn't restricted

Data connection not syncing:

• Check connection status in Data Connections
• Re-authenticate if credentials expired
• Verify source system is accessible

Slack integration not working:

• Ensure Scoop app is installed in Slack workspace
• Check channel dataset permissions
• Verify user email matches Scoop account

Getting Help

Support Resources:

• Email: [email protected]
• Documentation: docs.scoopanalytics.com
• Status page: status.scoopanalytics.com

Enterprise Support:

• Dedicated support contact
• Priority response times
• Scheduled check-ins

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Best Practices

User Management

• Use meaningful role assignments (don't over-provision Admin)
• Regularly audit user access
• Remove users promptly when they leave

Workspace Organization

• Create workspaces by team or function
• Use clear naming conventions
• Document workspace purposes in descriptions

Data Governance

• Review dataset permissions quarterly
• Use workspace-level sharing for team data
• Keep sensitive data in restricted workspaces

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Last Updated: November 2025