Manage your Account

Overview

Customers can add new users, change user roles, and manage their team defaults by clicking the Your Team link found on the top right corner of the dashboard.

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Adding New Users

To have someone join your team, scroll down to the Invite Member button at the bottom of the page. Clicking this button will allow you to specify the email address of the user would like to invite.

Once this happens, Scale will send that user an invitation to join your team. You will see this person listed as Invited once you refresh the page:

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To re-send an invitation to join your team, you may click Remove, and then re-invite them with the Invite Member button.

When a new user accepts an invitation to join your team, they will be asked for their name, company, and other details for their profile.

Good to Know!

Users must accept your invite to join your team. There is not a way to have a user join a different team once signed up.

If the user has already made a new account as opposed to clicking your invite, please email [email protected] and we will be able to move the user to your team on your behalf.

Users can not be added to more than one team. If a user needs access to multiple Scale organizations, a best practice is to add a + with the second team name to their email address.

As an example, you could have [email protected] be in the Scale account and [email protected] be in the second account. Most email providers ignore anything after the + so you could still receive emails as expected.

User Roles

Users can be in 1 of 3 roles. These roles are:

Member - Members can see and audit all tasks submitted, and create and edit projects.

Manager - In addition to all things a Member can do, Managers can manage team members, retrieve API keys to submit new tasks, and view billing information.

Admin - A team can only have 1 admin. Admins manage every aspect of a Scale account. On the back-end, all projects, team members, and API keys roll up to this admin user. If you need to change the admin user for any reason, please reach out to [email protected] and we will be happy to assist.

Team Details

In addition to managing your team, you can also change your team name and callback URL under the team details header.

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API Keys

To retrieve your API keys, please navigate to API Keys link found by clicking on the user profile icon in the top right of the page.

Within this page, you can also Add a new key or Delete your existing one.

Scale offers live and test API keys.

If you’d like to authenticate our callbacks, we set a scale-callback-auth HTTP header on each of our callbacks. The value will be equal to your Live Callback Auth Key shown on your dashboard. If this header is not set, or it is set incorrectly, the callback is not from Scale.

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Billing

For our enterprise customers, your account is billed via an invoice. Please contact your Scale account representative for more details on billing.

For our on-demand customers, we display the number of completed tasks, accrued balance, and last invoices in our billing tab. Your payment information can be updated in the teams button by clicking on the user profile on the top right of your page.

Integrations

Within the customer dashboard, you are able to set up cloud storage integrations with AWS, Google Cloud Platform, and Azure.

For detailed instructions, please see the secure attachment access guide.

Updated 5 days ago