> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/command-centre/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.security.gallagher.com/command-centre/accessnow-user-guide/area-management/areas-auditing/area-management-set-up.md).

# Area Management Set Up

Version number dffe1ef on 25 August

Area Management supports two workflows:

* **Cardholder Addition**
* **Cardholder Removal**

You can configure either workflow, both workflows, or neither workflow.

{% stepper %}
{% step %}

### Go to Settings module

The settings module contains two tabs for configuring system settings: the Command Centre tab and the Area Management tab.
{% endstep %}

{% step %}

### Configure common Area workflow settings

\
Select the **Area Management** tab. Configure the workflow and cardholder quick view common settings:

![](https://3605010251-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHOxYzVrszbXcNBUauC0e%2Fuploads%2FfoWlKvtoc7pA8NRKdRC8%2FArea%20Settings%20Aug%202026.png?alt=media\&token=4f7e8448-81ef-43c0-92e6-e79d6afc54d0)

* Select the **Access Group List**.
* Select the **Cardholder PDF List**.
* Use the **Cardholder PDF Filter** to select fields for both the workflow and cardholder quick view.
* Select **Show Cardholder Competencies** to display all competencies in the cardholder quick view.<br>

*Cardholder Quick view*

![](https://3605010251-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHOxYzVrszbXcNBUauC0e%2Fuploads%2F7ap81LRwtRpc1YFNN8MV%2FDesigner%20\(9\).png?alt=media\&token=916748dc-93cf-4934-abc1-2d1b8b2736a4)

Select a **Cardholder Addition Workflow**, a **Cardholder Removal Workflow**, both, or neither.
{% endstep %}

{% step %}

### Configure Cardholder Addition

Configure the addition settings:

* Set the button name for the **Cardholder Addition Label**.
* Select your workflow for **Cardholder Addition Workflow**.
  {% endstep %}

{% step %}

### Configure Cardholder Removal

Configure the removal settings:

* Set the button name for the  **Cardholder Removal Label**.
* Select your workflow for **Cardholder Removal Workflow**.
  {% endstep %}

{% step %}

### Click Save

{% endstep %}
{% endstepper %}


---

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