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Configure Additional Owners

This article gives an overview of configuring additional contract owners, allowing you to see at a glance who the Subject Matter Experts are for a particular contract.

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Estimated Read Time: 2 Minutes


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Access the Owner Configuration Panel

Note: Creating and editing owners can only be performed by Global Administrators with the Configuration additional permission. You can find more information in User Management Definitions.

To manage owner configuration in your Gatekeeper tenant:

  1. From the navigation menu, expand the Settings option, then click Configuration.
  2. Click Owners.
This displays the existing contract owner types in your Gatekeeper tenant.

Create Additional Owner Types

You may need to add different owner types, such as IT Owner, Legal Owner, or Account Manager. To do this:

  1. Click Add Owner.Add Owner
  2. Enter a title, then click Save.

Edit Owner Types

After creating an additional owner type, you can amend the name. To do this:

  1. Expand the 3 dots on the relevant owner type then select Edit.Owner2
  2. Update the title, then click Save.

Delete Owner Types

To delete an owner type:

  1. Expand the 3 dots on the relevant owner type then select Delete.delete owner
  2. Click OK to confirm the deletion. 

Note: If you are deleting an owner type that has been filled for any record, any related users will be disconnected from the associated records and that the action cannot be undone.