Federal Compass Configuration Guide

To make it easy for you to get started with Federal Compass, this guide highlights the most important elements for you and your team.

User Management - Add & Delete Users 

To add a new user, select Settings, the cog wheel in the top right-hand corner, and select Platform Settings. Once there, select the User Management tab to add, edit, or remove user access.

Adding Users

To add a new user, select the red Add New button on the page's bottom. The single invitation option requires a first and last name and an email address to send login credentials.

To add multiple users, the Bulk Add option will allow multiple email address inputs. A prompt to create a user profile will be available once the new user creates their login credentials.

Editing User Access

To delete or edit a user's access, tick the box of the seat license type that a user holds. You can untick the box of the old user and tick the box of the new one.

Pipeline Settings, Customization, Navigation 

First, navigate to Settings, the cogwheel icon in the top right-hand corner of the screen, and select Platform Settings. Once there, select the Pipeline Settings tab to create customizable pipeline stages/statuses. 

Select the red Add New button towards the bottom of the screen to create a pipeline stage. Note, that stage examples are optional and are only intended to provide guidance. You will need to determine the best stages for your business development and pipeline management.

(Note: the Shipley process is widely practiced and some example stages include:

• Identified or Pre-Qualified
• Pursuit or Qualified
• Bid Review
• Pink Team/Review
• Green Team/Review
• Closed/Won
• Closed/Lost

Once you have your desired pipeline stages created, you can rearrange them by clicking on the hamburger icon to drag and drop them as you desire.

If you ever want to delete a pipeline stage, select the trash bin icon.

How to Customize Your Federal Compass Dashboard

To access your Federal Compass dashboard, select the Federal Compass Logo in the top left-hand corner of the screen. Next, hit Customize Dashboard in the top right-hand corner of your screen.

This is where you can add custom charts, opportunity links, forecasts, tasks, pipeline stages, you name it! When you want to add a new report to your dashboard, select the item you want to add with the '+' button. Once added to your dashboard, you can toggle the size by using the split table icon of the item and dragging it to another area by using the hamburger icon.

If you ever want to delete an item from your dashboard, hover over the item and select the trash bin icon.

How to Create Lead Lists

To create a Lead List, navigate to Pipeline at the top of your screen and select Lead Lists. From here, select the red Add New button located towards the bottom of the page.

Select if you want to make your list public or private, name your list, and then hit Save Changes. Note: once you create your Lead List name, the name cannot be changed.

Notifications are automatically turned on. To turn off your notifications, select the icon in the bottom right of that specific Lead List. When the circle is slid to the left, that means notifications are turned off. When the circle is to the right and the icon turns green, notifications are turned on.

To check what types of notifications you have enabled for your Lead Lists, click your name in the top right-hand corner of the screen and select Preferences. Here, you can check or uncheck the types of notifications you receive. You can also select if you would like to receive Lead List notifications daily or weekly.

You can also specify notifications sent from your Pipeline by selecting Pipeline and/or Priority types.

How to Create Saved Searches 

To create a saved search, select Opportunities from the top navigation menu and then select Opportunity Search. From here, select the funnel icon next to the search bar. This is the filter option that will allow you to enter the criteria you want for your saved search. You can add keywords, agency type, value, different markets, etc.

Once you have your desired search created, hit the magnifying glass icon to search. This will show your search results based on your criteria. Next, in the top right-hand corner, select Actions, then Save Search or use the blue Save Search button at the top right corner of the page. Enter the name you want to call this search, check the box if you want to share the list with others in your organization, assign it to a lead list, and hit Save Changes when ready.

How to Create User-Defined Fields

• Field Name - how the name will display within the content section and the table's column
• Field Type - assigning the formatting type of the field 
  • Single-Line Text - A text box to type into.
  • Multi-Line Text - A larger text box to type into.
  • Date - Date Format
  • Numeric - Number or Currency
  • Option(single-select) - Drop down with one option to select.
  • Option(multi-select) - Drop down with multiple options to select.
  • @user - Anyone listed under User-Management
• Content-Type - this assignment is where the user-defined field will reside in the system
  
  • Opp/Award/Task Order - This field type will reside under the menu item Opportunities > Opportunity search OR menu item Research > Contract Awards & Task Orders
  • Department & Agency - This field type will reside under the menu item Research > Departments & Agencies
  • Buyer/Contractor Contact - This field type will reside under the menu item Research > Contractors & Teaming
  • Contractor & Teaming - This field type will reside under the menu item Research > Contractors & Teaming 
  • Contract Vehicle & Schedule - This field type will reside under the menu item Research > Contract Vehicle & Supply Schedules
    
  • Funding Account - This field type will reside under the menu item Research > Funding Accounts
• Options -
  • Fill in Default Value/Options
  • Select the Red Add Option 

How to Edit User-Defined Fields

• Update Field Name
• Field Type can NOT be updated
• Update Content Type
• Make changes to Default Value/Options