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Gatekeeper Basics
Learn the basics of Gatekeeper, including how to customise your user profile and access Gatekeeper's Help Centre.
3 min
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Configuration Fundamentals
Learn about key configuration steps such as setting your currency, date format, and additional owners.
9 min
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Vendors
This course covers vendor management, including understanding vendor data within Gatekeeper, navigating your vendor repository, and creating vendors and vendor users.
13 min
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Contracts
Learn about creating, navigating, and managing contracts in Gatekeeper.
12 min
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Custom Data
Learn to create and manage custom data groups and fields in Gatekeeper for tailored data models and expanded data capture.
9 min
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Importing & Exporting Data
Learn how to import or export data for your vendors, contracts, and users.
6 min
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User Permissions
Learn about the basic user permission model including user roles and permissions, as well as creating, inviting and managing users.
8 min
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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.
7 min
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Events
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.
6 min
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Files
Learn file management in Gatekeeper, including file versioning, and master records.
6 min
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Simple eSign
Learn to send and sign contracts using Gatekeepers native eSign, with detailed instructions on permissions and configuration options.
10 min
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Introduction to Reporting
Learn to navigate, filter, and interpret dashboards and reports in Gatekeeper, configure custom dashboards, and create personalised reports with saved views.
18 min
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