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Configuration: The Fundamentals

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

Accessing configuration options

Most configuration options can be found under the Configuration section nested under Settings.

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Configuration options

There are numerous configuration 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.

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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 Configuring Owners.

Integration

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

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, Charts & Email

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 Configuring 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.