---
title: "5.2 Adding a Contact or User on the Gateway"
slug: "52-adding-a-contact-or-user-on-the-gateway-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/52-adding-a-contact-or-user-on-the-gateway-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.

# 5.2 Adding a Contact or User on the Gateway

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**5.2 Adding a Contact or User on the Gateway**

*Module: Vendor/Client Gateway › Step 5: Vendors/Clients on the Gateway › 5.2 Adding a Contact or User on the Gateway*

**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

Once a company has an account, additional people are added as contacts through the gateway-side **Contacts/Users** menu group's **Add Contact/User** screen, whose fields are the same ones configured under **VCG Fields → Area: Vendors/Customers Contacts** — including the gateway-access fields **Username**, **Password**, **Is Active**, and **Is Company Admin**.

This article covers the internal configuration first (Sections 3 and 4), then the steps a company admin follows on the Gateway (Section 5).

# 2. Key Elements

- Gateway-side menu → **Contacts/Users** → **Add Contact/User** creates a new person under the existing company.
- **Contact/User List** shows everyone already added for that company, alongside **My Company Info**.
- **Is Company Admin** on the contact record determines whether that person can edit vendor/contact information company-wide.
- The **Contacts/Users** menu group is tagged both **ADMIN** and **Gateways_VCC** in Navigation Menu configuration.
- VCG → **Fields** → **Area: Vendors/Customers Contacts** controls which fields appear on the Add Contact/User screen. Changes on this tab save as you make them.

# 3. Configuring the Add Contact/User Fields

## 3a. Navigating to the Contact Fields

1. From the Contract Insight homepage, click the **Administration** icon (settings sliders) at the bottom of the left navigation bar.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-icon(1).png)

1. On the **Administration** page, type **Gateway** in the **Search administration** box.
2. Click **Vendor/Client Gateway (VCG)**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-vcg-tile(1).png)

1. Click the **Fields** tab.
2. Click the **Area** dropdown, type **Contacts** in its search box, and select **Vendors/Customers Contacts**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-fields-area.png)

## 3b. Reviewing the Contact Fields

The screen is split into two lists:

- **On the Gateway** — fields that appear on the Gateway. Use the **SEARCH**, **ADD**, **EDIT** and **REQUIRED** checkboxes to control where each field is used; the **ADD** column controls the Add Contact/User screen. Drag the handle on a row to reorder it, or click the red **»** arrow to move it off the Gateway.
- **Not shown** — fields that are available but hidden. Click **« Add** next to a field to put it on the Gateway.

**Add every field** and **Remove all fields** move every field at once.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-contacts-fields.png)

**Note:** Every change on this tab saves as you make it — there is no Save button. Avoid **Add every field** and **Remove all fields** unless you intend to change the whole list.

## 3c. Including the Gateway-Access Fields

1. In the **On the Gateway** list, confirm **Username** and **Password** are present with **ADD** checked, so a company admin can set sign-in details for the new person.
2. In the **Not shown** panel, type **Is** in the **Find a field** box to locate **Is Active** and **Is Company Admin**.
3. If either field is listed under **Not shown**, click **« Add** next to it to place it on the Gateway, then check **ADD** for that row.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-access-fields.png)

**Note:** Without **Is Company Admin** on the Gateway, a company admin cannot grant another contact the right to edit vendor/contact information company-wide from the Add Contact/User screen.

# 4. Confirming the Contacts/Users Menu Group

1. From the Contract Insight homepage, click the **Administration** icon, then click **Navigation Menu**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-nav-menu-tile.png)

1. In the **Workspace** dropdown, select the **Vendor/Client Gateway** workspace.
2. Type **Contact** in the **Filter items** box.
3. Confirm the **Contacts/Users** group carries the **ADMIN** and **Gateways_VCC** tags and contains the **Add Contact/User**, **Contact/User List** and **My Company Info** items.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-nav-menu-contacts.png)

**Note:** Items marked **UNAVAILABLE** point at Gateway pages that do not exist in the internal application. This is expected: they open on the Gateway, not in Contract Insight.

# 5. Adding a Contact or User on the Gateway

1. Sign in to the Vendor/Client Gateway as a company admin (a contact with **Is Company Admin** set).
2. In the Gateway menu, open **Contacts/Users** and select **Add Contact/User**.
3. Complete the contact fields, such as **First Name**, **Last Name**, **Email** and **Phone**. Required fields are the ones with **REQUIRED** checked in Section 3b.
4. Enter a **Username** and **Password** for the new person.
5. Set **Is Active** so the person can sign in, and set **Is Company Admin** only if they should be able to manage company and contact information.
6. Submit the form. The new person appears under **Contacts/Users** → **Contact/User List**.