---
title: "4.1 Adding a Company Contact in Contract Insight Core"
slug: "41-adding-a-company-contact-in-contract-insight-core"
updated: 2024-04-23T14:37:24Z
published: 2024-04-23T14:37:24Z
canonical: "wiki.cobblestonesoftware.com/41-adding-a-company-contact-in-contract-insight-core"
---

> ## 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.

# 4.1 Adding a Company Contact in Contract Insight Core

### **Adding a Company Contact in Contract Insight Core**

**Vendor/Client Gateway: Activating Company Contacts to Permit Access to the Gateway** Contract Insight enables authorized users to add contacts for a company through the **Company Details** screen.

**To allow a Company Contact access to the Vendor/Client Gateway (from within your Contract Insight Core Application)** 1. On the side menu of the **Company Details** screen, click **Company Contacts** or scroll down the Company Details screen.

![Selecting Company Details from Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666284278643.png)

2. Both methods go to the **Contacts** section of the **Company Details** screen. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1-adding-a-company-contact-in-contract-insight-core-image-1q435h94.png) 3. To add a contact for the company, click **Add Contact** in the **Contacts** section. 4. The **Add Company Contact** screen displays.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1-adding-a-company-contact-in-contract-insight-core-image-7esuua2i.png)

**Note:** that the following fields must be populated to allow the Company Contact to access the Vendor/Client Gateway:

- **Username & Password:** Each Company Contact will need his or her own unique **User Name** and **Password** to log-in to the Gateway.
- **Is Active:** If the Company Contact is allowed to log-in to the **Vendor/Client Gateway**, **Is Active** needs to be set to **Yes** (in addition to having a username and password set for the contact).
- **Is Company Admin**: If the Company Contact being added is the main point of contact for the Company, **Is Company Admin** should be set to **Yes**. The Company Admin will be able to log-in to the **Vendor/Client Gateway** and will have the ability to manage (Add, Update, and Delete) additional users within his or her organization.

5. Enter all additional necessary/required information and click **Save** to save the new contact information. Click **Cancel** link in the side menu to cancel adding the new contact information. 6. The new contact is added to the **Contacts** section of the **Company Details** screen. ![Showing newly created Company Contact in Contacts Section subtable](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1-adding-a-company-contact-in-contract-insight-core-image-wpe12rua.png)

**To Edit a Company Contact** 1. Click the **Pencil Icon** for the Company Contact line item you would like to edit. 2. The **Company Contact Details** for the **Company Contact** display. ![Graphical user interface, application, Word Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1-adding-a-company-contact-in-contract-insight-core-image-j11sa7a1.png)

3. Click the **Pencil Icon** for the field line item to edit for the Contact.

**Note:** When clicking the **Pencil Icon** to the right of the field group, multiple fields can be edited at once. For example, if just edit two fields are edited and **Save Record** clicked, only those two fields are updated.

4. The **Edit Field** pop-up window displays. Update the value of the field and click **Save Record** to save the updated value for the field. Click the **X** in the upper right to cancel updating the field value.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.1-adding-a-company-contact-in-contract-insight-core-image-699j7rgb.png)