Manage Categories

 Restore Visibility

 Estimated Read Time: 3 Minutes

Sections in this article:

• What Are Categories?
• View Categories
• Create a Category
• Delete a Category

What Are Categories?

Before creating contracts in Gatekeeper, it's essential to set up categories. These will be associated with contract records, allowing you to classify contracts by goods or services, such as Software or Insurance. They are used to organise records, and filter and report on data. 

Categories can be used to control access to records:

• When users are assigned the Owned Only permission, they can only view contracts (and their associated vendors) if they are the owner of the category the contracts are linked to. 
• If you use RBAC permissions, they can be used to determine which records users have access to. 

For some possible contract categories, see the list below: 

View Categories

To view the list of your existing categories, click Categories from the navigation menu:

This will display the details of the category name and status, and you can configure extra columns to display the data you require.

To view a specific category, click on its name. This opens the category dashboard, where you can view key insights such as total annual value, upcoming renewals, and the top three contracts and vendors linked to that category.

• Data: Displays key metadata for the category and allows you to edit it.
• Vendors: Lists vendors linked to contract records in this category.
• Contracts: Lists all contract records associated with the category.
• Events: Shows events linked to contract records within the category.

Create a Category

To create a new category:

1. Click Categories from the navigation menu.
2. Click Add Category.
3. Enter a Name and Status, then click Save & Next to continue.
   
4. Select an owner from the dropdown list, if required.
5. Click Save & Exit to complete the process.

The item will now be visible in the list, and usable across contract records. 

Delete a Category

To delete a category: 

1. Click Categories from the navigation menu.
2. Expand the 3 dots on the relevant category, then select Delete.
   
3. Click OK to confirm the deletion.