Configure Additional Owners

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

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Estimated Read Time: 2 Minutes

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Sections in this article:

• Access the Owner Configuration Panel
• Create Additional Owner Types
• Edit Existing Owner Types
• Delete Owner Types

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Access the Owner Configuration Panel

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 owner types in your Gatekeeper tenant for both contracts and vendors.

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.
2. Enter a title, and select whether the owner is allocated to the Contract or Vendor record.
3. 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.
2. Update the title. Note: the Allocated to field cannot be amended.
3. Click Save.

Delete Owner Types

To delete an Owner type:

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