Start here
Set up your firm profile
Your profile drives every ranking, match and suggestion in the app.
If your firm is registered in SAM
- On first sign-in the app asks What's your company? Type the name and pick your firm.
- Choose Use this as my profile. We bring in your NAICS codes, certifications and capability narrative.
- Check the keywords. Those are the words the app matches against, so remove any that do not describe your real work and add the ones that do.
If your firm is not in SAM
- Choose My firm isn't in SAM.
- Enter your firm's name. The street address, city, state and ZIP are optional, but they put you on the map in the right spot.
- Describe what you do in your own words, and add NAICS codes or keywords if you know them.
- Add past partners if you have them. They are the strongest signal.
You can still search, save firms and work a conference floor. Certifications cannot be added by hand; they come from SAM and SBA once you are registered.
Claim your firm
On a laptop, if your sign-in email matches a contact on a SAM registration, the app offers Claim Profile. Claiming ties that firm to your account so the profile others see is the one you maintain.
What is in the profile
- Capability narrative and keywords. What you do, in your words and as matchable terms.
- NAICS codes and certifications. Certifications come from SAM and SBA and are read-only.
- Past partners. Firms you have really worked with. Add the dollars, the date and at least one capability. Past partners are the strongest signal in conference rankings and they power warm introductions in Teaming.
- Mentor or protege interest, and compliance and clearances.
Where to edit it
- Phone: Saved, then Edit profile.
- Laptop: Edit capability profile on the home screen.
Changes save automatically and the phone and laptop share one profile.
Related
Add your past partnersThe firms you have actually worked with. They sharpen rankings and unlock warm introductions.How a conference floor is ranked for youEvery exhibitor is scored against your firm, so you know which booths are worth the walk.Teaming: partners ranked for your firmYour capability profile is the question. The answer is who fits and who can introduce you.
Still stuck? Sign in, open Help and choose Ask a person. A person replies within one business day.Open the app
Guide updated 10/19/2026.