Managing Your Scoop Account Options

Your Profile Information

Your profile information includes:

• Your first and last name,
• Company name (optional),
• Mobile phone number (optional),
• Screen name which is used to identify you when you create a scoop, upload content or add comments.

To change your profile information:

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the my account subsection link
4. In the my profile heading, change your profile information and press save

Your Password

Your Scoop account password is used for logging into both your web and mobile accounts (along with your registered email as your user ID):

To change your password:

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the my account subsection link
4. In the manage password heading, enter your current and desired new password and press save

TIP: for best security choose a password at least 6 characters in length, mix of upper and lower case letters and digits.

Upgrading Your Scoop Plan

To upgrade your plan (e.g., from Pioneer to Professional):

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the my account subsection link
4. Scroll down to the plan type table; here you can see your current plan: my plan
5. In the table, locate the column that corresponds to the plan to which you want to upgrade
6. In the heading of this columns, press the upgrade to this button
7. Follow the wizard to select payment options and details and submit to purchase the new plan

TIP: the annual payment option provides an attractive discount over the regular monthly plan.

TIP: you can downgrade your plan at any time and you will be billed for your current plan only through the month in which you cancel.

Downgrading Your Scoop Plan
To downgrade your plan (e.g., from Professional to Pioneer):

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the my account subsection link
4. Scroll down to the plan type table; here you can see your current plan: my plan
5. In the table, locate the column that corresponds to the plan to which you want to downgrade
6. In the heading of this columns, press the downgrade to this button
7. You will see a summary of downgrade details; follow the wizard to downgrade your plan

NOTE: downgrade cannot proceed if the current volume of your scoops is larger than the plan to which you are trying to downgrade. You will first have to back up and delete some of your scoops until the total volume is below the downgrade plan.

TIP: you can see the total volume of your scoops in the scoop meter (top right of Scoop web screen)

Categories provide a very simple yet flexible way to label or divide scoops into distinct groups such as scoops related to a specific project, customer account, worksite or simply a topic. Scoop comes preloaded with a set of categories but you can add custom categories as needed. You can access and edit your categories list both from your mobile and your web account:

Managing Categories From Mobile App

iPhone & Android Apps

1. In the app’s home page, select options from the main bottom menu bar
2. Tap on the categories row in the table of options; here you can see a list of all of your categories
3. Tap on a specific category to edit or delete
4. To add a new category…

iPhone: type in a new category name and press the add button (plus) to add this to the list
Android: tap the add category button on the lower menu bar and follow on-screen instructions

Blackberry App

1. In the app’s home page, select options from the main bottom menu bar
2. Click on the my scoop categories button; this takes to the list of all of your categories
3. Use the clipboard or trash icons to the right of each category to edit or delete
4. Type in a new category name and press the add button (plus) to add this to the list

Managing Categories From Web App

To add or edit your scoop categories on the web:

1. Log into your Scoop web account
2. Click on categories link located on the top right of the Scoop browser screen
3. Use the add new category or edit / delete options to manage your categories

TIP: adding too many categories makes it more difficult to manage your scoops (or any list of things for that matter).

TIP: a good rule of thumb is to add a new category only if you foresee more than 5 scoops that would belong specifically to such a category. Otherwise it probably makes sense to assign these scoops to an existing similar category or a general category until you have a larger number.

NOTE: changes or additions to categories are reflected from one side (web or mobile) to the other next time you run synchronization on your mobile app.

When a scoop user creates a new scoop or makes a change or adds a comment to an existing scoop, the invitees for that scoop get alerted via email notifications.

NOTE: users who have the Scoop mobile app installed on their handheld, also get notified via mobile alerts.

You can configure how you receive email notifications for all scoops (at the global account level) You can also customize these settings for each individual scoop as dictated by its underlying issue / topic.

Changing Global Notification Settings For All Scoops

1. Log into your Scoop web account
2. Locate the desired scoop in the scoops list and open
3. Select the settings tab of this scoop and click to open
4. Decide for which events/changes you want to receive email notifications, frequency of email notifications, and whether the new settings should be applied to existing scoops

Changing Notification Settings For a Single Scoop

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the notification rules subsection link
4. Decide for which events/changes you want to receive email notifications, frequency of email notifications, and whether the new settings should be applied to existing scoops

TIP: you can revert back to system default settings at any time using the reset to system defaults link

Instead of creating another parallel contacts list, Scoop designers decided to integrate the app with the native mobile contacts application available on your handheld. On the web, you can import a list of contacts from a comma separated values (*.csv) file.

Accessing Contacts on Mobile Apps
You access your contacts primarily when adding invitees to a scoop. To add or edit contacts please refer to your smartphone’s owners’ manual.

Accessing Contacts on Web App
You can create a complete contacts list on the web to be used when you create scoops on this platforms. To access this list:

1. Log into your Scoop web account
2. Click on contacts link located on the top right of the Scoop browser screen
3. Select the add new contact link to create a new contact
4. Select the import contacts link to import an existing list of contacts (list must be in *.csv) format

TIP: you can revert back to system default settings at any time using the reset to system defaults link

Scoop allows you to export your data (available in Scoop Professional edition and above) to a standalone archive. Although Scoop data residing on the server is backed up regularly, the archiving/backup utility is useful if you wish to have a local copy of all of your data. To create a local archive:

1. Log into your Scoop web account
2. Click on manage account link located on the top right of the Scoop browser screen
3. Select the my account subsection link
4. Scroll to the bottom of the page and click on backup my scoop data button
5. Follow on-screen instructions and wait till your archive is created; this may take several minutes depending on number of your scoops and server activity
6. Click download archive button to download the zip archive containing your scoop data
7. Save and extract this archive to your local computer; open the file labelled data.csv
8. Each row in this file represents one of your scoops, its various fields, as well as links to various multimedia files contained in the archive