Introduction to Configuring Gatekeeper

This article introduces key configuration options within Gatekeeper, enabling you to tailor the platform to your specific business needs, such as customising dropdown lists, additional owner types, and custom data.

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Sections in this article:

• The Configuration Menu
• Tailored Views
• Custom Data
• Multi-Currency
• Users
• Dropdown Lists
• Single Sign On

Gatekeeper is a configurable solution that allows users to tailor their Gatekeeper tenant to best match their business, and business processes. This introductory article covers some of the key configuration controls available to you.

Check out our Pricing page to understand which features are bundled with each of our Plans and visit this Configuration: The Fundamentals for a detailed overview of all configuration controls.

The Configuration Menu

To access Gatekeeper's configuration options, from the navigation menu, expand the Settings option, then click Configuration.

You can then click on each tile to access the configuration options. 

Tailored Views

Throughout the Gatekeeper application you can tailor your view. For example, you may wish to only see contracts you manage, create a specific table for reporting functions, or filter a list to a certain set of criteria. This is possible in all versions of Gatekeeper with column configuration and persistent filters.

Custom Data

Gatekeeper promotes best practice in Vendor and Contract Management, but we know each business is different with datasets. Therefore, Custom Data can be easily added and reported on for Vendors and Contracts, along with Users and Projects, allowing you to capture data that meets your unique requirements.

Multi-Currency

Gatekeeper supports all currencies with the concepts of both Contract Currencies, and Reporting Currencies. You can also set you own currency spot rate. See Configuring Currencies to learn more about setting up and managing currencies within Gatekeeper.

Users

All Gatekeeper plans are provided with an unlimited number of users. Good contract management is, after all about collaboration. You can configure user roles and access rights to manage user permissions on a granular level. See User Management to learn how to configure your users, and please invite your colleagues and co-workers to collaborate with you during your Gatekeeper trial.

Dropdown Lists

Dropdown lists within Gatekeeper, such as those against Vendor and Contract records are configurable to provide more custom data to your Gatekeeper solution. You can add these inline, or via Settings. If you want to learn more, see Configuring Dropdown Lists.

Single Sign On

Gatekeeper natively supports standard username/password authentication, as well as Google Single Sign On (SSO), OneLogin, and Okta, our Identity as a Service (IaaS) Partners. Please talk to a member of our Customer Success Team to support you through the configuration process.