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User Management
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User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
RBAC - Access Group Matrices
Reporting with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor Portal: Best Practices
AI Extract
Workflows
Introduction
Basic Configuration
Advanced Configuration
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
Collaboration
Workflow Management
Best Practice Templates
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Knowledgebase
User Management
The Fundamentals of Gatekeeper
The Basics
Contracts
Suppliers
Files
Data Management
Collaborating With Gatekeeper
Technical Information
Configuring Gatekeeper
Basic Tenant Configuration
Custom Data Fields
"Gatekeeper Expert" Series
User Management
Role Based Access Groups (RBAC)
Ownership based access
Single Sign On (SSO)
Workflow Authorisation
RBAC - Access Group Matrices
Reporting with Gatekeeper
Gatekeeper - Add-Ons
Scorecards
Vendor Portal
Employee Portal
Risk Module
Spend Module
Vendor Portal: Best Practices
AI Extract
Workflows
Introduction
Basic Configuration
Advanced Configuration
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
Collaboration
Workflow Management
Best Practice Templates
Webinars
Success Hours 🧑💻
Three Pillars Success Hours | Restore Visibility 🧑💻
Three Pillars Success Hours | Take Control 🧑💻
Feature Spotlight ✨
Exploring Use Cases 🔎
Product Releases
2023
2022
2021
2020
2019
Training
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Troubleshooting
User Management
Learn how to manage your users through setting permissions and assigning ownership of tasks/records
How to - User Management
User Management Definitions
How to - Add a User
User Bulk Import/Export
How to - Edit existing Users
Dealing with Leavers & Movers (Archiving Users)
How to - Revoke Access to Gatekeeper
User Detail Page
Customise your User Profile
How to - Customise User Invitations
Collaborative Functions
Role Based Access Groups (RBAC)
Role-Based Access Controls (RBAC)
User Access Groups Boolean Operator
How to - Create an Access Group
How to - Assign Access Groups to Users
Ownership based access
User Access based on 'Own Team'
User access based on 'Owned Only'
User Access by secondary association
Single Sign On (SSO)
Managing SSO Integration
Configuring Google SSO
Configuring Microsoft SSO
Configuring Okta SSO
Configuring OneLogin SSO
Single Sign-On (SSO) using SAML v2.0
Just-in-Time (JIT) Provisioning
Single Sign-on Best Practice
See more
Workflow Authorisation
Workflow Authorisation Overview
Workflow Administrator
Local Workflow Administrator
Local Workflow Collaborator
Local Workflow Card Creator View Only Access
Workflow Groups Authorisation
Workflow Owners Overview
Workflow Dynamic Owner Authorisation
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RBAC - Access Group Matrices
"OR" RBAC Group Permissions
"AND" RBAC Group Permissions
Entity RBAC Permissions
Category RBAC Permissions
Team RBAC Permissions
Combined RBAC - Administrator Permissions
Files & Folders RBAC Permissions
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