Organization Settings
Overview
Your organization’s identity: the basic facts Sweetspot and your teammates reference everywhere.- Name, website, and description (the description tells the AI what your company does)
- UEI and CAGE code
- Point of contact: name and email
- Address: street, city, state, and ZIP
Classifications
The codes that define your market. Keep these current: they drive opportunity matching and AI recommendations.- NAICS codes
- PSC codes
- Set-asides (8(a), HUBZone, WOSB, SDVOSB, and so on)
Members
Who’s in your organization. Add and remove members and manage seats; role-based access control scopes who can see and edit what, and enterprise organizations can add SSO.Integrations
Connections to Microsoft 365, Salesforce, GovWin, GSA eBuy, and Slack. See Integrations.Pursuit Preferences
How Sweetspot extracts and organizes requirements when it shreds a solicitation:- Keyword dictionaries for each requirement category: Administrative (compliance and administrative requirements), Evaluation Factors (criteria for proposal evaluation), Proposal Instructions (instructions for proposal preparation), and Task Areas (statement of work and deliverables). Tune these so shredding flags the language your team cares about.
- Pursuit colors for the categories, so the same color coding follows requirements across the workspace.