OneTeam released updated features on August 18 and September 30, 2022. Our team has released updates and new features to give clients additional capabilities for pipeline, capture and proposal functions, while improving user interfaces and overall user experience.
Several of our customers have requested a more limited permission license for their internal Writers and Reviewers. OneTeam now offers Limited User licenses. Limited Users can only be assigned the role of Writer or Reviewer. They cannot update Opportunity Information, and they cannot function as a Capture or Proposal Manager.
Subcontractor users have been able to join in the OneTeam proposal process for quite some time, but internal subject matter experts (SMEs), Writers, and Reviewers require a license or seat.
Traditional OneTeam Users are now called OneTeam Standard Users, they must have a license or seat, can be assigned to all opportunities in a company's pipeline, and can be a Capture Manager or Proposal Manager.
OneTeam customers can purchase individual licenses for Limited Users for a lower price than Standard Users. There is no minimum or maximum number of Limited Users a company can have. Limited Users are available for $10/month ($120 per year). 5 or more Limited Users are $100/year. You can add users at any time of your contract year and pricing will be prorated.
Many OneTeam users use GovWin for building and updating their pipeline. If you have
the automated GovWIn integration, OneTeam checks your company’s GovWin marked
opportunities hourly for updates. GovWin requires that all users re-enter in their GovWin credentials every 30 days. If your GovWin credentials are not entered into GovWin by day 30, your OneTeam updates from GovWin will be paused. This is not an action on OneTeam’s part, it is a requirement in using GovWin’s API.
We have updated the notification in OneTeam, so that when your credential expires,
you will now see a RED warning box next to the bell icon.
Users will also receive an email notifying them of the credential expiration. You will receive 1 email a day, until the credential is updated. The email is shown below and includes a link to update the GovWin credential. Note: Your company will not receive updates or new opportunities from GovWin if your company credentials are expired! Only Company Administrators can update the GovWin credentials.
The OneTeam API is available for our users to download OneTeam data to integrate with other company software/system data. Some OneTeam users download OneTeam data to feed their Power BI reports that may be used in monthly, quarterly, or annual reports. Other users integrate OneTeam revenue data with their actual accounting data for better revenue projections or to aid in budgeting for upcoming months or years. We have made some upgrades in this software release to improve the OneTeam API.
In this recent release, we also fixed a few bugs and made minor improvements. The release notes can be found by selecting Support, Release Notes September 30, 2022 and Release Notes August 18, 2022.
If you need assistance with any feature in the recent releases, feel free to reach out to OneTeam support. If your team would like additional training or would like to explore how to fully integrate OneTeam into your company BD processes, contact us.
We are excited to continuously improve OneTeam with recommendations from our user base! As always, our goal is to help you Win More Business!
To learn more about OneTeam, visit us at www.oneteam.net.
While you are on the website, take a look at the Resources page and sign up for a free OneTeam webinar!