GovDash allows you assign roles, define permission sets, and create custom roles for your team, giving you deep levels of customization and flexibility to limit your team’s ability to influence different areas of 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 View and Edit Permissions under Roles in Settings.
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Within the role permissions window, you can set per GovDash-area permissions for that specific role.
Creating 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 View and Edit Permissions to define your new role’s permission set, and then using the Add member drop down list, you can populate the role member list as needed.
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Word Assistant Only Role
A special role can be assigned to members of your team that limits their access to Word Assistant Only.
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This ensures that users with this role can only login to the Word Assistant, and any links that take them to GovDash will produce an error message for them informing them of their role.
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Users with this role will still have access to Data Library documents via the document upload pane (.png)
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and will still be able to ask Word Assistant about your contracts, capabilities, and documents as normal.
Role Permission Descriptions
Assistant Permissions
Read in Assistant – Required for using Dash at all. Also allows reading documents uploaded to chat.
Edit in Assistant – Allows manipulating documents uploaded to chat, such as reprocessing, renaming, or modifying classification.
Create in Assistant – Allows uploading documents into chat.
Delete in Assistant – Allows deleting documents that were uploaded to chat.
Capture Cloud Permissions
Read in Capture Cloud – Allows reading information related to Capture Cloud and Capture-attached documents. In some cases, includes Bid Match data. This permission OR “Read in Proposal Cloud” is required to see opportunities in places like the “Overview” tab.
Edit in Capture Cloud – Allows editing information in Capture Cloud, including adding or deleting relationships (e.g., attaching or detaching related opportunities). Also allows editing Capture-attached documents.
Create in Capture Cloud – Allows creating in Capture Cloud, including adding opportunities from “Add to Pipeline” in Bid Match and attaching new documents.
Delete in Capture Cloud – Allows deleting items and attached documents in Capture Cloud.
Manage Settings in Capture Cloud – An admin-level permission to edit Capture Cloud settings such as phases and Salesforce connections.
Contract Cloud Permissions
Read in Contract Cloud – Allows reading information in Contract Cloud, including contract-related documents.
Edit in Contract Cloud – Allows editing details in Contract Cloud, including relationships and attached documents.
Create in Contract Cloud – Allows creating new entries in Contract Cloud and attaching documents.
Delete in Contract Cloud – Allows deleting records and attached documents in Contract Cloud.
Read Sensitive Details in Contract Cloud – Allows viewing sensitive fields award value and total contract value, and viewing information in the CLINs tab.
Edit Sensitive Details in Contract Cloud – Allows editing sensitive fields award value and total contract value, and merging contract awards.
Manage Settings in Contract Cloud – Admin-level permission to change Contract Cloud settings, such as custom fields.
Data Library Permissions
Read in Data Library – Allows reading information in the Data Library and accessing attached documents.
Edit in Data Library – Allows editing entries and attached documents in the Data Library.
Create in Data Library – Allows creating new entries and uploading documents to the Data Library.
Delete in Data Library – Allows deleting entries and attached documents in the Data Library.
Document Tags Permissions
Edit in Document Tags – Allows editing document tags across all product areas.
Create in Document Tags – Allows creating new document tags across all product areas.
Delete in Document Tags – Allows deleting existing document tags across all product areas.
Outline Permissions
Read in Outline – Allows reading Outlines.
Edit in Outline – Allows editing Outlines, including creating/deleting sections and performing mutative actions.
Generate in Outline – Allows generating content in Outline sections and adding amendments in Proposal Cloud.
Proposal Cloud Permissions
Read in Proposal Cloud – Allows reading proposals and proposal documents.
Edit in Proposal Cloud – Allows editing proposals and proposal documents.
Create in Proposal Cloud – Allows creating new proposals and attaching documents.
Delete in Proposal Cloud – Allows deleting proposals and proposal documents.
Generate in Proposal Cloud – Allows generating content in Outline sections, adding amendments, and creating new proposals.
Reports Permissions
Read in Reports – Allows reading report statistics.
Edit in Reports – Allows editing report dashboards and layouts.
Create in Reports – Allows creating new reports and dashboards.
Delete in Reports – Allows deleting reports and dashboards.
Team Permissions
Read Team Information – Allows reading team info, including members, roles (but not underlying permissions per role), and custom docs.
Edit Team Information – Allows editing team details, Assistant settings, and some integration-related functionality (e.g., GovWin, eBuy), as well as custom docs.
Manage Team Authentication Methods – Allows managing team authentication (e.g., SSO, MFA), accessible in the Authentication tab in Settings.
Manage Team Roles – Allows creating, editing, and deleting team roles (but not assigning members to them).
Manage Team Members – Allows assigning roles to users, inviting new members, and removing members.
Webhooks Permissions
Read in Webhooks – Allows viewing existing Webhooks.
Edit in Webhooks – Allows editing Webhooks.
Create in Webhooks – Allows creating new Webhooks.
Delete in Webhooks – Allows deleting Webhooks.