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Sections in this article:
Access Your Profile Settings
To access your user profile, click the profile icon in the top right-hand corner of Gatekeeper.
This opens a menu where you can select options such as Profile, Settings, and Sign out.
Edit Your Profile
From Profile, you can update your personal details, such as name, job title, and telephone.
You can also upload a profile photo by clicking Choose file, or update your password as needed.
Edit Your Settings
From Settings, you can manage your user-specific settings:
- Weekly Summaries: Select the relevant checkboxes to receive weekly email summaries for records you own, or all records you have access to.
- Dashboards: Enable the toggles to choose which dashboards are visible, and select the relevant radio button to set your default dashboard on login.
Note: You can also update your default dashboard directly from Dashboards. See Gatekeeper Dashboards for further details.
- Workflow Management: Workflow Delegation allows workflow cards to be assigned to an alternative user for a set period of time, after which time the ownership is returned as before. See Workflow Delegation for further information.
View Your Messages
From My Messages, you can view existing message threads that you are involved in.
Note: New message threads can't be started from here. To begin a new conversation, navigate to the relevant contract, vendor, or event. See Send Messages in Gatekeeper for further details.
Help Desk Messages
From Help Desk, you can view any messages sent to your company's internal Gatekeeper help desk.
Note: This option is only visible to Help Desk users. See Help Desk Overview for further details.
Sign Out
Click Sign Out to securely sign out of Gatekeeper.