---
title: "2.4 Company Contacts and User Fields"
slug: "24-company-contacts-and-user-fields-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/24-company-contacts-and-user-fields-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2.4 Company Contacts and User Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**2.4 Company Contacts and User Fields**

*Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.4 Company Contacts and User Fields*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

With **Area** set to **Vendors/Customers Contacts**, the VCG **Fields** tab controls which fields appear on a company's individual contacts/users — the people who actually sign in to the Gateway — separately from the company/vendor record itself, which has its own **Vendors/Customers** area.

**Note:** Every change on the Fields tab saves as you make it — there is no separate Save button.

# 2. Key Elements

- **VCG → Fields tab → Area: Vendors/Customers Contacts** governs contact-level fields such as name, title, email, phone, and login credentials. This area has no record type.
- This is distinct from the **Vendors/Customers** area, which governs the parent company record's own fields and requires a **Record Type**.
- Gateway-related fields such as **Username**, **Password**, **Is Active**, and **Is Company Admin** live on the contact and control that person's Gateway access. Add **Is Active** and **Is Company Admin** from **Not shown** if Gateway company admins should manage them.
- The same field set feeds the Gateway-side **Contacts/Users** menu's **Add Contact/User** and **Contact/User List** screens.
- The **Search**, **Add**, **Edit**, and **Required** columns control how each field behaves on those Gateway screens.

# 3. Navigating to the Gateway Fields Tab

1. From the Contract Insight homepage, click the **Application settings** icon at the bottom of the left navigation bar.
2. Under **Gateways & Portals**, click **Vendor/Client Gateway (VCG)**.

![Administration page with Application settings and Vendor/Client Gateway (VCG) outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vcg-01-admin-vcg.jpg)

1. Click the **Fields** tab.
2. Click the **Area** dropdown and select **Vendors/Customers Contacts**.

![VCG Fields tab with the Area dropdown open and Vendors/Customers and Vendors/Customers Contacts outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-01-area-contacts.jpg)

# 4. Managing Contact/User Fields

The contact field set opens. The left column lists the fields **On the Gateway**; the right column lists the fields **Not shown**.

![Vendors/Customers Contacts fields with Username, Password, Is Active, and key controls outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-02-contacts-fields.jpg)

1. **Add a field to the Gateway:** under **Not shown**, use **Find a field** to locate it (for example, **Is Active** or **Is Company Admin**), then click **« Add**.
2. **Remove a field from the Gateway:** click the **»** (**Take off the Gateway**) icon next to the field.
3. **Reorder fields:** drag a field by its handle (⠿), or focus the handle and use the arrow keys.
4. **Set field behavior:** tick **Search**, **Add**, **Edit**, or **Required** for each field.
5. **Bulk changes:** click **Add every field** or **Remove all fields**.

**Note:** Keep **Username** and **Password** on the Gateway with **Add** ticked so Gateway company admins can create sign-in credentials for new contacts. The page lists recommended fields under **Worth including**.

# 5. Column Reference

| Column | What it controls |
| --- | --- |
| Search | The field can be used to search the Contact/User List on the Gateway. |
| Add | The field appears on the Gateway Add Contact/User screen. |
| Edit | A Gateway user can edit the field on an existing contact. |
| Required | The field must be filled in when a contact is added or edited on the Gateway. |

# 6. Company (Vendors/Customers) Fields vs. Contact Fields

To manage the fields on the company record itself, set **Area** to **Vendors/Customers** instead, then choose a **Record Type**. Each company record type has its own Gateway field set.

![Area set to Vendors/Customers with the Record Type dropdown outlined](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cc-03-vendors-area.jpg)

| Area | Governs |
| --- | --- |
| Vendors/Customers | Fields on the parent company/vendor record. Requires a Record Type. |
| Vendors/Customers Contacts | Fields on each individual contact/user who signs in to the Gateway, including login credentials. No Record Type. |