Roles & Permissions

Read in Assistant – Required for the ability to use Dash. 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.

Read in Discover – Allows reading and selecting recommendation profiles, feedback, similar opportunities, recommendations, and competitors.

Edit in Discover  – Allows editing recommendation profiles including setting one as the team's default.

Create in Discover  – Allows the creation of recommendation profiles.

Delete in Discover  – Allows the deletion of recommendation profiles.

Read in Capture – Allows reading information related to Capture and Capture-attached documents. This permission OR “Read in Proposal” is required to see opportunities in places like the “Overview” tab.

Edit in Capture – Allows editing information in Capture, including adding or deleting relationships (e.g., attaching or detaching related opportunities). Also allows editing Capture-attached documents.

Create in Capture – Allows creating in Capture, including adding opportunities from “Add to Pipeline” in Discover and attaching new documents.

Delete in Capture – Allows deleting items and attached documents in Capture.

Export in Capture – Allows exporting of the Capture Pipeline.

Manage Settings in Capture – An admin-level permission to edit Capture settings such as phases and Salesforce connections.

Read in Contract – Allows reading information in Contract, including contract-related documents.

Edit in Contract – Allows editing details in Contract, including relationships and attached documents.

Create in Contract – Allows creating new entries in Contract and attaching documents.

Delete in Contract – Allows deleting records and attached documents in Contract.

Read Sensitive Details in Contract – Allows viewing sensitive fields award value and total contract value, and viewing information in the CLINs tab.

Edit Sensitive Details in Contract – Allows editing sensitive fields award value and total contract value, and merging contract awards.

Manage Settings in Contract – Admin-level permission to change Contract settings, such as custom fields.

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.

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.

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.

Read in Pricer — Allows viewing Pricer records and associated pricing context for opportunities, including saved labor assumptions, indirect setup, and line-item structure. This is the baseline permission required for any Pricer access.

Edit in Pricer — Allows modifying existing Pricer data, such as labor categories/rates, indirect rates, assumptions, and other editable pricing fields. Use this for users who actively maintain pricing models.

Create in Pricer — Allows creating new Pricer entries from opportunities so users can start new pricing workstreams. Typically paired with Read in Pricer.

Delete in Pricer — Allows removing Pricer entries when they are duplicates, test data, or no longer needed. Best reserved for trusted users since deletion can remove active pricing work.

Export in Pricer — Allows exporting Pricer data for offline review, sharing, and downstream reporting workflows (for example, proposal costing and management reviews).

Manage Settings in Pricer — Admin-level permission for configuring Pricer behavior (for example, phase/setup controls and other team-wide defaults). This should generally be limited to Pricer owners/admins.

Read in Proposal – Allows reading proposals and proposal documents.

Edit in Proposal – Allows editing proposals and proposal documents.

Create in Proposal – Allows creating new proposals and attaching documents.

Delete in Proposal – Allows deleting proposals and proposal documents.

Generate in Proposal – Allows generating content in Outline sections, adding amendments, and creating new proposals.

Manage Settings in Proposal – An admin-level permission to edit Proposal settings such as phases.

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.

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.

Manage Team Integrations - Allows changing settings of integrations with external private sources, such as eBuy or GovWin.

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.