---
title: "4.2 Activating a Company Contact Account"
slug: "42-activating-a-company-contact-account-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/42-activating-a-company-contact-account-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.

# 4.2 Activating a Company Contact Account

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**4.2 Activating a Company Contact Account**

*Module: Vendor/Client Gateway › Step 4: Managing Vendors/Clients on the Gateway › 4.2 Activating a Company Contact Account*

**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

A contact's **Is Active** field, on their own Details form within the Contacts subtable, controls whether that person's Vendor/Client Gateway account is enabled — in the sample record examined, **Is Active** was set to No, and the parent company record's **Notices and alerts** panel flagged "Vendor does not have any contacts marked as Active" as a result. Send Email and Allow Item Management sit alongside **Is Active** and **Is Company Admin** as related gateway-access controls on the same form.

# 2. Key Elements

- **Is Active** on a contact's Details form enables or disables that contact's gateway account.
- A company with no active contacts is flagged on its own **Notices and alerts** panel.
- **Send Email**, **Is Company Admin**, and **Allow Item Management** are related access controls on the same form.
- A company's contacts are listed on the **Company Contacts** tab of the vendor/customer record, with an **Is Active** column showing each contact's status at a glance.

# 3. Navigating to the Company Record

1. From the Contract Insight homepage, click the **Directory** icon in the left navigation bar.
2. Select **Vendors / Customers**.

![Directory menu with Vendors / Customers highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-directory-menu.jpg)

1. Locate the company using the **Search** box or by scrolling the list.
2. Click **Manage** on the company's row to open its record.

![Vendors / Customers list with Search box and Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-vendor-list.jpg)

# 4. Activating the Contact

## 4a. Locating the Contact

1. On the company record, click the **Company Contacts** tab. (If the tab isn't visible, use the arrows at either end of the tab bar to scroll.)
2. In the **Contacts** subtable, review the **Is Active** column to find contacts set to **No**.
3. Click **Manage** on the contact's row. The contact's form opens in a side panel on the **Details** tab.

![Company Contacts tab with Is Active column and Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-company-contacts.jpg)

## 4b. Setting Is Active to Yes

1. Confirm the contact's current **Is Active** value at the top of the Details form, then click **Edit** at the bottom of the panel.

![Contact Details panel with Is Active field and Edit button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-contact-details-view.jpg)

1. Open the **Is Active** dropdown and select **Yes**.

![Is Active dropdown with the Yes option highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-is-active-dropdown.jpg)

## 4c. Reviewing Related Gateway Access Settings

While the form is in edit mode, scroll down to review the contact's other gateway-access settings before saving:

- **Email**, **Username**, and **Password** — the contact's gateway sign-in details. Leave **Password** blank to keep the current password. The company record flags contacts missing an email, username, or password in its **Notices and alerts** panel.
- **Is Company Admin** — set to **Yes** to make this contact an administrator for the company's gateway account.
- **Send Email** — set to **Yes** to include the contact in emails related to press releases and marketing.
- **Allow Item Management** (labeled *Allow Item Managment* on the form) — set to **Yes** to let the contact edit and add new items through the gateway.

1. Click **Save** to apply your changes.

![Password, Username, Is Company Admin, Send Email, Allow Item Management fields and Save button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-gateway-access-fields.jpg)

# 5. Verifying the Activation

1. Click **Done** to close the contact panel.
2. On the **Company Contacts** tab, confirm the contact's **Is Active** column now reads **Yes**.
3. Check the **Notices and alerts** panel on the right side of the company record. Once at least one contact is active, the "Vendor does not have any contacts marked as Active" notice no longer appears.

# 6. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a company record | Directory → Vendors / Customers → **Manage** on the company's row. |
| See which contacts are active | Company record → **Company Contacts** tab → **Is Active** column. |
| Activate a contact | **Manage** on the contact's row → **Edit** → **Is Active** = Yes → **Save**. |
| Make a contact a company admin | Contact form → **Edit** → **Is Company Admin** = Yes → **Save**. |
| Let a contact manage items on the gateway | Contact form → **Edit** → **Allow Item Management** = Yes → **Save**. |
| Confirm the company has an active contact | Company record → **Notices and alerts** panel shows no "no contacts marked as Active" notice. |