Organization Profile Setup

Add the organization information used across your Gov Contract Finder account. Enter only facts you are authorized to use and keep them aligned with current official records.

Your profile is not an official registration

Editing this profile does not update SAM.gov, SBA, DSBS, an agency system, or a certification record. Verify identifiers and status with the authoritative source and update each official system separately when required.

Current profile fields

Business identity

  • Organization name
  • Business address
  • Logo

Contact information

  • Contact name
  • Phone number
  • Email address
  • Website

Government identifiers

  • Unique Entity Identifier (UEI)
  • CAGE code
  • NAICS codes

Operating context

  • Places of performance
  • Certification selections

Source document

  • Capability-statement file upload

Recommended setup sequence

  1. 1Confirm the legal business name, address, and primary contact from current company records.
  2. 2Enter the UEI and CAGE code exactly as shown in the applicable authoritative records.
  3. 3Add only NAICS codes and places of performance that accurately describe the organization.
  4. 4Select certifications only when the organization currently holds them; do not treat a profile selection as proof of status.
  5. 5Upload a current, approved capability statement and remove or replace it when the source becomes stale.
  6. 6Save the profile and review how the information appears in search, bid, and capability-statement workflows.

Data-quality checklist

  • Names and identifiers match current records
  • Contact information reaches the intended owner
  • NAICS codes and locations are current
  • Certification selections are not expired or overstated
  • Capability-statement claims are approved and supported
  • Old files and stale profile facts are removed

Settings not represented by this page

Earlier documentation overstated organization-level workflow, security, billing, and collaboration controls. Do not assume the following are standard profile settings:

  • Automatic opportunity scoring and team assignment automation
  • Proposal approval workflows, document version control, or automated compliance checks
  • Organization-configurable IP restrictions, audit logging, retention policies, or compliance reports
  • Published multi-seat controls in the current Professional or Max plan
  • Unlimited opportunity searches; current plans have defined daily search limits

User seats

Professional and Max currently list one user seat each. Multi-user, assignment, integration, and SSO requirements must be reviewed separately through a demo or Workflow Automation consultation.

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