Estimated Read Time: 4 Minutes
Introduction
There are several areas of the Gatekeeper interface that can be configured to better suit your specific needs, including currency exchange rates, relevant drop down lists, additional owners and custom data, just to name a few.
Navigate to the Configuration Options
Most configuration options can be found under the Configuration section nested under Settings in the left hand navigation menu.
Note: Users require the Global Administrator Role and the Configuration Additional Permission to complete these steps. You can find more information regarding these definitions at User Management Definitions.
Configuration Options
There are numerous configuration options within the interface:
- Currency
- Dropdown Lists
- Owners
- API Keys
- Custom Data
- Navigation, Charts & Email
- Import/Export
- Authentication
- Zapier
Currency
You may have contracts with vendors 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. To learn more, see Configuring Currencies.
Dropdown Lists
There are several areas within the interface that have configurable dropdowns, for example Contract Type, Vendor Type, Event Type, or File Type. The options available in the dropdowns can be configured from the Dropdown Lists section. To learn more, see Configure Dropdown Lists.
Owners
Here you can create and edit different owner types, such as Relationship Manager, Account Manager, IT Owner, Legal Owner, depending on your organisation's requirements. To learn more, see Configure Additional Owners.
API Keys
This is where you can manage your API keys for integration with other applications. To learn more, see Gatekeeper API.
Custom Data
This area allows you to add custom data groups to various parts of the interface including Contracts, Vendors, and Users. For example, you could add Payment Terms so that your finance team can track those contracts on monthly versus annual terms. See Configure Custom Data to learn more.
Navigation, Charts & Email
This is where you can rename certain labels within 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. See Configure the Navigation Menu to learn more.
Import/Export
In this section you can control the date format used for CSV file imports and exports. See Configure the Import/Export Date Format to learn more.
Authentication
Here you can manage 3rd party Single-Sign On (SSO) authentication integrations for your team. Refer to the SSO articles for further information.
Zapier
Here you can create no-code integrations with over 4,000 apps using our Zapier connector. To explore the options, see Gatekeeper on Zapier.