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Collaborating within Gatekeeper

This article covers the options for collaborating with other users within Gatekeeper.

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Collaboration is crucial to good vendor and contract management. Gatekeeper offers several features to support communication and teamwork. A summary is provided below, with links to more detailed articles for further guidance.

Events

Events allow users to manage ad-hoc tasks with ease and efficiency. Users can create and assign tasks with specific due dates and assign an event owner responsible for completing the task. You can add approvals and notifications, and users can communicate directly within the event. See Configure Events for further detail.

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Messages

Messages are an easy way of recording information in Gatekeeper against a contract or vendor. You can attach files to keep related documents in one place, and include users without Gatekeeper access in the conversation. See Send Messages in Gatekeeper for further detail.

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Files

Gatekeeper allows you to add and store files against contract and vendor records, which can be viewed by other users. Files attached to Messages are also automatically included within this area. To learn more, see Add and Manage Files.

Workflows

Workflows automatically notify relevant stakeholders when action is needed, bringing the right people into the process at the right time. Users can submit information, give approvals, and participate in message threads, while only accessing the data relevant to them. To learn more, see Kanban Workflow Engine - An Introduction.