GovDash allows you to assign roles, define permission sets, create custom roles for your team, and assign one or more roles to each team member, giving you deep levels of customization and flexibility to limit your team’s ability to influence different areas of GovDash.
Accessing Roles
To access Roles, navigate to Settings > Access & Permissions > Roles in GovDash.
Default Roles & Permissions
By default, GovDash provides you with a set of roles and permissions that have preset limitations, which are as follows:
Role | Permission Details |
|---|---|
Admin | Add or remove users, change system settings, and access all data and functions within GovDash. Required permission to connect and configure integrations. |
Editor | Create, modify, and delete content within GovDash, but cannot edit Team level settings (Team details, integrations, authentication settings, etc.) or manage users. |
Reader | View content, but cannot make any changes or edits to any data within GovDash. |
Editing Default Roles Permission Settings
You can adjust the permission settings of these default roles by clicking the three-dot action icon > Edit Permissions under Access & Permissions > Roles in Settings. You may also access it by clicking on the key icon next to the permission count.
Within the role permissions window, you can set per GovDash-area permissions for that specific role.
Assigning Roles
Using the member icon 
, you can quickly add and remove users assigned to a specific role.
Creating and Assigning Custom Roles
To create custom roles, click Add Role in the top right to create a new role. You can click the role’s name to change it as needed.
Next, click the key icon to define your new role’s permission set, and then using the member icon, you can populate the role member list by searching for name or email and clicking Add. Each member receives all permissions from all roles they are assigned.
Word Assistant-Only/Dash in Office-Only Role
A special role can be assigned to members of your team that limits their access to Word Assistant/Dash in Office Only.
This ensures that users with this role can only login to the Dash in Word, PowerPoint, and Excel, and any links that take them to GovDash will produce an error message for them informing them of their role.
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By default, users with only the Word Assistant-only role cannot access CUI. You may assign them an additional role with the “Access CUI Data” permission to grant access.
CUI Permissions
The CUI Access permission controls whether a user can work with Controlled Unclassified Information in GovDash. Admins use this permission to designate which team members are cleared to view and act on CUI data. Users without the permission are blocked from CUI content throughout the application.
Configuring access
Admins enable or disable CUI Access permission on a per-role basis. The setting governs all CUI-related interactions across the product.
With CUI Access
Users with CUI Access can view, upload, classify, and report on CUI data without restriction.
Without CUI Access
Users without CUI Access cannot:
View CUI documents or any product surfaces (Contract records, Capture opportunities, Proposal responses, etc.) that display CUI content
Upload files classified as CUI or apply CUI classifications
Change existing CUI classifications
Report on CUI records
Receive CUI content through Dash responses