Accessing Your Profile
To update your first and last name:
Open Settings in the bottom left of GovDash.
Under Personal, select Profile.
Change your First Name or Last Name, then select Save Changes in the top right.
Your Email is the address you sign in with. It shows on your profile but can't be changed here.
Choosing Your Work Functions
Under Work profile, select each Work function that matches what you do, such as Capture, Proposals or Pricing. You can also tell Dash about your job in Describe your role in your own words. Dash reads your work functions and role description in every chat and uses them to tailor its answers to you. Keep the description general: don't include CUI, program names, contract details or other controlled information. Select Save Changes to keep them.
Updating Your Profile Picture Color
You can change your profile picture’s color by clicking on the profile bubble. This helps differentiate your profile across GovDash.
Accessing Team Settings
To set or update your team’s information, such as your team’s name, DBA, address, and more:
Open Settings in the bottom left of GovDash.
Under Workspace, select Team details.
Update the fields you need, then select Save Changes in the top right.
Full Company Legal Name and DBA Name
Your set Full Company Legal Name will be the name that is used first within your proposals. Your DBA name will be used every time thereafter when referencing your team within proposals.
It is important to keep this information up to date, as we use several of these fields when creating proposals.
Uploading Your Team Logo
To personalize GovDash with your team's logo, select Upload Logo under Logo at the top of Team details. To remove a logo, select Clear.
Authorized Signature
Under Authorized Signature in Team details, enter the person who signs for your company: Full Name, Title, Email, Phone Number and address.
The Authorized Signature details will be used where relevant within proposal content, meaning any time that a company POC is referenced (specific sections referencing a company POC, cover letters, etc.), we can/will pull from this information and include it within your proposal.
Display Settings
Within Display Settings, you can customize how the CUI banner appears at the top of GovDash for your team, including the banner message and color, and set the month your team’s fiscal year begins.
Choosing a CUI Banner Mode
The CUI Banner dropdown controls whether a banner reading "This page may contain Controlled Unclassified Information (CUI)" is displayed at the top of every page in your workspace. Choose from:
Always visible – The banner is always shown and cannot be dismissed.
Dismissable – Users can dismiss the banner for their session.
Off – The banner is hidden for all users.
Custom – Customize the banner message, formatting, and color.
Your selection saves automatically and applies to everyone on your team.
Who can change these settings?
Only team members with permission to edit team information can change the CUI banner mode or customize the banner. Everyone on the team sees the banner you set.
Customizing Your CUI Banner
Selecting Custom reveals a Customize CUI banner card where you can edit the message, formatting, and background color shown at the top of your workspace:
Under Banner Color, click the color swatch and choose a background color for the banner.
Under Banner Message, type the text you want to display. You can use the editor’s formatting options to bold, italicize, or underline text and add bullet lists.
Check the Preview to see exactly how the banner will look.
Click Update CUI Banner to save. The new banner appears immediately at the top of every page for your team.
To return to the standard GovDash banner message and color, click Reset to Default.
Account Manager
The Account Manager section at the bottom of Team details shows your dedicated GovDash representative and their email. Select Contact Support to reach the GovDash support team.