Course Catalog

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Explore all Gatekeeper Academy courses:

Gatekeeper Basics

Learn the basics of Gatekeeper, including how to customise your user profile and access Gatekeeper's Help Centre.

Configuration Fundamentals

Learn about key configuration steps such as setting your currency, date format, and additional owners.

This course covers vendor management, including understanding vendor data within Gatekeeper, navigating your vendor repository, and creating vendors and vendor users.

Learn about creating, navigating, and managing contracts in Gatekeeper.

Learn to create and manage custom data groups and fields in Gatekeeper for tailored data models and expanded data capture.

Importing & Exporting Data

Learn how to import or export data for your vendors, contracts, and users.

User Permissions

Learn about the basic user permission model including user roles and permissions, as well as creating, inviting and managing users.

Role-Based Access Controls (RBAC)

Learn about Role-Based Access Controls (RBAC), including creating and adding users to access groups, managing permissions, and practical use cases.

Learn how to create, manage, and customise events in Gatekeeper for contract and vendor records, including event types, owners, due dates, recurring events, approvals, and reminders.

Learn file management in Gatekeeper, including file versioning, and master records.

Learn to send and sign contracts using Gatekeepers native eSign, with detailed instructions on permissions and configuration options.

The Employee Portal

Learn to use and configure the Employee Portal module to streamline internal request processes.

The Vendor Portal

Learn to configure the Vendor Portal module to securely manage, collaborate, and connect with your vendors.

The Spend Module

Learn how to use the Spend module so you can benefit from a unified source of truth for financial and commercial stakeholders, consolidating your data into one centralised view.

The Risk Module

Learn how to use the Risk module so you can integrate your risk management tasks directly into your vendor and contract management activities.

The Scorecard Module

Learn how to use the Scorecard module so you can stay on top of vendor performance across your organisation.

Learn to harness LuminIQ for efficient metadata extraction, automated workflow reviews, and easy-to-understand contract records.

Introduction to Workflows

Learn how to streamline your vendor and contract management processes using Gatekeeper workflows.

Take Control 2025

Building Workflow Forms

Learn how to build workflow forms, from creating sections and fields to configuring visibility for specific phases. By the end, you’ll have a clear understanding of how to ensure the right people can submit and review information at the right time.

Workflow Access

Learn how to apply permissions within workflows, from setting broad workflow-wide access to configuring permissions for specific phases. The course also covers how to handle exceptions, such as giving temporary or card-level access. By the end, you’ll have a clear understanding of how to ensure the right people can access the right parts of a workflow at the right time.

Let's Build: Vendor Onboarding Workflow

Learn the Vendor Onboarding Best Practice Workflow and its phases, from request initiation to final review, along with ownership assignment and email notification setup.

Workflow Actions

Learn about workflow actions, including manual and AutoActions, mandatory data fields, action sequencing, and action configuration.

Workflow Approvals

Learn how to configure and manage workflow approvals, including single approvals, parallel approvals, and conditional rules, to enable efficient decision-making.

Introduction to Reporting

Learn to navigate, filter, and interpret dashboards and reports in Gatekeeper, configure custom dashboards, and create personalised reports with saved views.