GovExo Workspace
Government Contracting Operations
♢
GE
Workspace / Settings

Workspace Settings

Configure workspace preferences, user accounts, notifications, security, integrations, automation settings, and system-wide configuration from one centralized administration center.

Active Users
18
Integrations
12
Security Score
96%
Pending Changes
4
User Account

User Profile

Manage workspace identity, contact information, role assignment, organization details, and account preferences.

GE
Workspace User Active Subscriber
Full Name Workspace User
Email Address [email protected]
Workspace Role Administrator
Organization GovExo Workspace
Time Zone Eastern Time
Account Status Active
Communication Preferences

Notifications

Control which workspace alerts, deadlines, activity updates, support notices, and intelligence notifications you receive.

Opportunity Alerts New opportunities and matching procurement activity
Capture & Proposal Deadlines Upcoming milestones, reviews, and submission deadlines
Contract Performance Alerts Deliverables, invoices, modifications, and option milestones
Intelligence Alerts Agency signals, competitor activity, forecasts, and market changes
Support Updates Ticket responses, escalations, and system notices
Product & System Updates New features, enhancements, and platform announcements
Workspace Access

Security & Access

Manage user access, roles, authentication requirements, session controls, and administrative permissions across the workspace.

Multi-Factor Authentication Require additional identity verification for workspace access
Administrator Approval Require administrator approval before new users receive access
Automatic Session Timeout Automatically sign users out after extended inactivity
External Sharing Allow users to share selected workspace resources externally
Security Score 96%
Active Sessions 11
Access Alerts 2
User Permissions

Roles & Permissions

Review workspace roles, assigned users, permission levels, and administrative access.

Administrator Full workspace and system configuration access
Full Access 3 Users
Executive Strategic oversight across opportunities, proposals, and contracts
Advanced 4 Users
Proposal Manager Proposal development, compliance, and review permissions
Standard 5 Users
Contributor Limited access to assigned opportunities, tasks, and documents
Limited 6 Users
Workspace Roles 4
Active Users 18
Admin Users 3
Connected Services

Integrations

Manage connected platforms, APIs, data sources, and external services used across the GovExo workspace.

SAM
SAM.gov Federal opportunities, notices, and procurement data
Planned API Connection
USA
USASpending.gov Federal spending, awards, agencies, and market intelligence
Planned Data Source
CRM
GoHighLevel Subscriber management, CRM, workflows, and portal access
Connected Core Platform
PAY
Stripe Subscription billing, payment processing, and customer payments
Connected Billing
AI
AI Services Workspace intelligence, recommendations, and automation support
Configuration Intelligence Layer
Connected 12
Planned 5
Attention Needed 1
Data & API Management

Connection Health

Monitor data synchronization, API connectivity, authentication, system status, and integration health.

CRM Synchronization Subscriber, opportunity, and workflow data
Healthy Last sync: 4 min ago
Billing Connection Subscription and payment processing
Healthy Last sync: 8 min ago
Opportunity Data Feed External procurement opportunity ingestion
Pending Integration not active
Procurement Intelligence Feed Spending, agency, and competitive intelligence sources
Pending Data connection planned
AI Processing Layer Recommendations and workspace intelligence services
Review Configuration required
Healthy 10
Pending 2
Uptime 99.9%
Workspace Controls

System Configuration

Configure default workspace behavior, lifecycle preferences, automation settings, data handling, and operational controls.

Automatic Opportunity Scoring Calculate qualification scores when new opportunities enter the workspace
Automatic Capture Creation Create a capture workspace when an opportunity passes qualification
Proposal Readiness Checks Require readiness validation before opportunities move into proposal development
Contract Milestone Monitoring Track deliverables, option periods, modifications, and performance deadlines
AI Recommendation Engine Enable AI-generated recommendations throughout the GovExo lifecycle
Automations Enabled 14
Active Rules 22
Configuration Health 98%
Default Preferences

Workspace Defaults

Set organization-wide defaults for scoring, deadlines, lifecycle stages, review requirements, and system behavior.

Default Go / No-Go Threshold Minimum score required for pursuit recommendation
75%
Opportunity Review Window Default period for initial qualification review
3 Days
Proposal Review Structure Default formal review sequence for proposals
Pink / Red / Gold
Contract Alert Window Advance notice for deliverables and key milestones
14 Days
Data Retention Default retention period for workspace records
7 Years
Configured Defaults 18
Overrides 3
Pending Review 2
GovExo Intelligence

AI Workspace Recommendations

Review AI-generated recommendations based on workspace configuration, security posture, integration health, user access, automation settings, and overall system readiness.

Workspace Health 96%
01
High Priority

Complete Procurement Data Integrations

SAM.gov and USASpending.gov connections remain planned but inactive. Completing these integrations will strengthen opportunity ingestion, spending analysis, agency intelligence, and automated market research.

Impact: High  •  Recommended Action: Integration Setup
02
Security

Review Active Access Alerts

Two access alerts remain open despite a strong overall security score. Review recent sessions, administrative permissions, authentication events, and role assignments before closing them.

Impact: Medium  •  Recommended Action: Security Review
03
Automation

Evaluate Automatic Capture Creation

Automatic capture creation is currently disabled. Consider enabling it after opportunity qualification rules are validated so approved pursuits can transition into capture with less manual administration.

Impact: Medium  •  Recommended Action: Automation Review
04
Integration

Configure the AI Processing Layer

The AI processing connection requires additional configuration. Complete the intelligence-layer setup before relying on automated scoring, recommendations, document analysis, and predictive insights.

Impact: High  •  Recommended Action: AI Configuration
05
Governance

Review Pending Configuration Changes

Four workspace changes remain pending. Validate their effect on user access, workflow automation, lifecycle rules, and connected services before applying them across the production workspace.

Impact: Medium  •  Recommended Action: Change Review
06
Optimization

Standardize Workspace Defaults

Several configuration overrides remain active. Review pursuit thresholds, alert windows, review structures, and lifecycle defaults to ensure consistent operating standards across all users.

Impact: Moderate  •  Recommended Action: Standards Review