Why everything is organized around an organization
RFPfit's saved-opportunities watchlist, saved searches, and digest alerts are all shared at the organization level. This means everyone on your team sees the same shortlist and receives digests from the same saved searches — no duplicate work, no one siloed on their own private list.
Setting up your organization on first sign-in
After you sign in for the first time, RFPfit routes you to a short setup step at /onboarding. You enter your organization name (you can rename it later from Account) and click Continue to RFPfit. That is the only setup required.
Once you have an organization, you land in the app dashboard at /app.
What your organization shares
Every active member of your organization has access to the same:
- Saved-opportunities shortlist — notices saved, tagged, or triaged by any member appear for everyone
- Saved searches — keyword and filter combinations created by any member, each with its own digest setting
- Digest settings — each member controls their own email opt-in, but the searches that generate digests are shared
Intelligence pages (award history, vendor profiles, recompete radar) are also visible to every member.
Setting up your fit profile and starter searches
After onboarding, the setup wizard at /app/welcome walks you through a short fit-profile questionnaire and automatically creates a starter set of saved searches based on your answers. You can skip this and create searches manually at /app/searches.
Renaming or managing your organization
Go to Account in the navigation bar. From there you can rename your organization and manage other account-level settings.
Multiple members
RFPfit's organization model is designed for teams: every member of an organization shares the same shortlist, saved searches, and settings. A team invite flow is not built yet — today each new sign-in creates its own organization, and there is no self-serve way to add a colleague to an existing one. If your team needs shared access before invites ship, submit a support ticket and we'll help directly.