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Chapter 066 minUpdated Jun 2025

Team & Settings

Add teammates, set roles, configure alerts, and manage your subscription.

On this page

Adding Team Members

Go to your profile avatar → Team & Members → Invite Member. Enter their email, pick a role, and send. The invite link expires after 7 days — you can resend or revoke it from the same screen.

Roles

RoleWhat they can do
OwnerEverything — billing, team management, API keys. One per account.
AdminAll member actions plus: invite/remove members, manage API keys, edit company profile
MemberFull access to search, pipeline, AI features, and documents. Can't touch billing or team settings.

Color Team Review Gates

Track where each proposal is in your internal review cycle. On any pipeline card, use ⋯ → Set Color Team Status.

GateWhen
White GloveEarly look — is this worth spending BD hours on?
Pink TeamOutline review — strategy and win themes before writing starts
Red TeamFull draft review — adversarial read to find weaknesses
Gold TeamFinal compliance check before submission

Daily Alert Digest

GovPillar emails you a daily digest of new opportunities matching your criteria. Set it up at your profile avatar → Alert Preferences.

SettingWhat it does
NAICS codesMonitor specific codes — comma-separate multiple (541511,541512)
AgenciesWatch specific agencies, or leave blank for all
Min valueSkip anything below this dollar threshold
Notice typesChoose solicitations, presolicitations, sources sought, or all

Billing & Subscription

Manage your subscription at profile avatar → Billing & Subscription. GovPillar never stores card details.

  • Upgrade — click Upgrade Plan, pick a tier
  • Cancel — access continues through the end of the current billing period
  • Trial — new accounts get full access during the trial period