To view information about your organization's dscout account, click "Account" in your profile dropdown, located in the top right corner of your screen. Alternatively, from the dscout home page, click the "Account Management" button to the left of your profile icon in the top right corner.

Researchers, admins, and the Account Owner may view information about the account; Account Owner and admins are able to make changes to the account. Learn more about account roles.

Note: This article refers to current Roles and Permissions functionality. For legacy accounts: members, managers, and Account Owners are able to see this tab.

 

Overview

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This tab displays an overview of your account's license information, including your organization's account owner. Researchers, admins, and Account Owners are able to see this tab.

Legacy accounts: members, managers, and Account Owners are able to see this tab.

 

Projects

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This tab shows all projects in the account along with pertinent details. Account Owners, researchers, and admins are able to see this tab. Clicking on a project row will bring up even more details about the project.

Clicking on a project row will bring up even more details about the project:

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Users

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This tab shows all people added to the account, along with their contact information and roles. Researchers, Account Owners, and admins see this tab.  Account Owners and admins may add and remove members, as well as change current users' roles.

Legacy accounts: managers and Account Owners are able to add and remove members.

 

Settings

General

Admins and Account Owners may access and adjust these account-wide settings. Before changing any default settings, you may want to consult with your dscout Research Advisor or Account Manager

  • Session timeout: use this setting to determine when users are automatically logged out of dscout after a certain length of inactivity.
  • Require two-factor authentication: enable to require all users on your account use 2FA to log into dscout.
  • Allow reply-to-email: allows users to reply to scout comment or messages by responding directly to the email notification they received, instead of requiring them to respond via dscout.
  • Subscribe account owner to all project notifications: enables all notification emails on all projects for the account owner.
  • Data deletion: used to enable automatic data deletion upon completing a project. Learn more here.

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Company Branding

Use this tab to set up company branding for you account (learn more here).

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SSO

Use this section to manage your account's SSO setup. (Note: if you're interested in setting up SSO, please reach out to your dscout Account Manager for assistance with next steps.)

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Billing

Account Owners, Researchers, and Admins can see this tab, and each may add one credit card to the account.

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Integrations

Researchers, admins, and Account Owners may integrate dscout with Slack. Read more about integrating dscout and Slack.

Legacy accounts: managers and Account Owners are able to integrate with Slack.

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