What settings do company administrators control?
Company Administrators can customize many settings that are pre-loaded as defaults in OneTeam. Also check out Company Settings Support Section.
Subscription
- View Subscription information
Organization
Organization - Company Users
- Manage User Permissions
- Designate company users - add new users or make users inactive.
- Designate teammate users
- Assign permissions levels to users
Organization – Company Divisions
- Set Permissions at the Division Level
- Designate company divisions and sub-divisions
- Designate Joint Ventures (JVs)
- Designate subsidiaries as divisions, and their business lines as sub-divisions (each sub-division must have unique name
Capture
Capture - Stages
- Determine Company Internal Stage terminology - Identify, Qualify, Pursue, Capture, Proposal, etc.
- Set default Internal Stage for new opportunities
- Select stages to include in dashboard revenue calculations
Capture – Required Fields
- Set custom set of fields that must be completed to proceed to the next Stage.
Capture – Custom Fields
- Add Custom Fields to your Opportunities
- Create custom fields, including text, drop-down, currency, date, integer, decimal, and checkbox.
Capture POC Roles
- Create and edit Roles with description, whether role is allowed for subcontractor, and required for subcontractor.
Capture Customer POCs
- Record and Update Customer POCs for this procurement.
- Auto-populates from GovWin, if integration is linked.
Capture – Qualification Matrix
- Modify Qualification Matrix template including changing description, responses, and weighting
- Modify percentages for colored rating bands
Capture – Qualification Checklist
- Develop custom checklists for Gate Reviews, including checklist Name, Sections, Subsections, and Questions or Actions.
- Develop custom checklist for new BD personnel.
- Develop checklist for proposal production.
- Develop checklist for Before Red Team, During Red Team, and After Red Team actions.
Capture – Documents - Defaults
- Upload custom default documents, such as NDAs, TAs, data calls, and more.
Capture – Documents – Writer Package Templates
- Add default document templates
- Add or modify Writer Package templates
Dashboard
Dashboard – RFP Window
- Set custom ranges for RFP Window
Dashboard - Targets
- Set revenue target, win rate target, and profit target
BID
Bid – Capability Matrix
- Develop custom Capability Matrix template
- Create or edit ratings including words and color coding
Bid - Communication
- Create custom communication templates for teaming invitations and information requests that auto-populate opportunity information
Bid – Reviewer Ratings
- Customize color team reviewer ratings
Services
- API connections
- GovWin integration
- Microsoft 365 integration