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User Management
The Fundamentals of Gatekeeper
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User Management
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Ownership based access
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Workflow Authorisation
RBAC - Access Group Matrices
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Risk Module
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Vendor Portal: Best Practices
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Workflows
Introduction
Basic Configuration
Advanced Configuration
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
Collaboration
Workflow Management
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Back to home
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
Integrations
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
🧑💻 Product Success Hours
🧑💻 Three Pillars Success Hours | Restore Visibility
🧑💻 Three Pillars Success Hours | Take Control
🧑💻 Three Pillars Success Hours | Safeguard Compliance
💫 Feature Spotlight
🔍 Exploring Use Cases
✨ AI Webinars
🚀 New Feature Releases
Product Releases
2025
2024
2023
2022
2021
2020
2019
Gatekeeper Services
Account Notifications
Integrations
Salesforce
API
Market IQ
DocuSign
NetSuite
Hubspot
Google
OneDrive
Troubleshooting
User Management
Learn how to manage your users through setting permissions and assigning ownership of tasks/records
Managing Users Overview
User Management Definitions
Add a User
Bulk Import and Export Users
Edit Existing Users
Dealing with Leavers and Movers (Archive and Restore Users)
Revoke Access to Gatekeeper
User Detail Page
Customise your User Profile
Customise User Invitations
Collaborative Functions
Role Based Access Groups (RBAC)
Role-Based Access Controls (RBAC)
User Access Groups Boolean Operator
Create an Access Group (RBAC)
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)
Manage SSO Integration
Configure Google SSO
Configure Microsoft SSO
Configure Okta SSO
Configure 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
Assign a Workflow Group as a Phase Owner
Workflow Owners Overview
Workflow Dynamic Owner Authorisation
See more
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
See more
