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Customisation: The Essentials

There are several areas of the Gatekeeper interface that can be customised to better suit your specific needs, including the creation of forms, currency exchange rates, custom drop down lists, and custom data, just to name a few. You must be an Administrator with access to Settings to access the Customisation options.

Accessing customisation options

Most customisation options can be found under the Customisation section nested under Settings.

Customisation options

There are numerous customisation options within the interface. Here we’ll just give a brief overview of each section. Details for each are provided in separate articles, linked to from within this article.

Form Templates

Here you can create and manage forms for both internal and external use. Form templates might include new vendor or contract requests, contract renewal questionnaires, or internal requests for spending.

Currency

You may have contracts with suppliers in currencies outside of your native currency. This area is where you can configure your reporting currency, contract currencies, and exchange rates, so that Gatekeeper can report all of your contract values in your native currency. View our article to learn about Configuring Currencies.

Dropdown Lists

There are several areas within the interface that have configurable dropdowns. These include: Contract Type, Supplier Type, Event Type, Track Type, Project Type, Form Type, Document Type. All of these lists can be configured from the Dropdown Lists section. View our article to learn Configuring Dropdown Lists.

Owners

Here you can create and edit different owner types, such as Relationship Manager, Account Manager, IT Owner, Legal Owner...whatever your needs may be. View our article to learn about Customising Owners.

Custom Data

This area allows you to add custom data groups to various parts of the interface including Contracts, Suppliers, Projects, and Users. An example of Custom Data might include Payment Terms so that your finance team can track those contracts on monthly versus annual terms. View our articles to learn about Configuring Custom Data Fields.

Navigation

This is where you can rename parts of the left hand navigation and any instance of the corresponding term within the platform. Here you can also reorder the navigation items and lock down different parts of the navigation that you might not want Collaborators to have access to. View our article to learn about Customising Navigation.

Import/Export

In this section you can control the date format used for csv file imports and exports. View our article to learn about Configuring the Import/Export Date Format.

Authentication

Here you can manage 3rd party Single-Sign On (SSO) authentication integrations for your team. Please reach out via Live Chat and our Customer Success Team will support you with this configuration.

Integration

This is where you can find your API key if you need to create a custom integration. You can also access our integration with Zapier from here.