> 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/new-customer-account/accessnow-onboarding-project-plan.md). # AccessNow Onboarding Project Plan Once it is confirmed that the customer meets the [feasibility assessment](/command-centre/accessnow-user-guide/new-customer-account/new-customer-feasibility-assessment.md), this detailed step-by-step guide assists with setting up a *new customer with AccessNow*. The process includes the following high-level steps. * [x] [Command Centre Assessment](#id-1.-command-centre-assessment) * [x] [Commercials](#id-2.-commercials) * [x] [Legal, Compliance & Operational Requirements](#id-3.-legal-compliance-and-operational-requirements) * [x] [Kick‑Off & Account Creation](#id-4.-kick-off-and-account-creation) * [x] [Single Sign-On Configuration](#id-6.-sso) * [x] [Channel Partner Training](#id-4.-channel-partner-training) * [x] [Workflows Set Up & Testing](#id-7.-workflows-set-up-and-testing) ## 1. Command Centre Assessment Ensure that the following requirements for the AccessNow Command Centre setup are addressed. Refer to the customer feasibility assessment for details. * A single AccessNow tenancy supports only one Command Centre server. * We require **Command Centre version 9.1 or later.** * All Access Groups from Command Centre appear as a **flat list** in AccessNow. You can hide or rename them. Evaluate the usability of your Access Group list to ensure it allows end users to easily select the areas they need access to. ## 2. Commercials * The customer must have an **active Care Plan** to qualify for the AccessNow subscription. * Ask your Gallagher Security representative for an AccessNow service **quote**. * To initiate onboarding, the **Channel Partner must submit a Purchase Order (PO)** to Gallagher Security. Gallagher may also offer customers a 90-day trial. In this case, a PO is not required. Trials are offered at Gallagher's sole discretion. {% hint style="info" %} Your Gallagher Security representative can use the [**AccessNow ROI Calculator**](https://accessnowroi.security.gallagher.com/) to help calculate ROI, generate quotes, and identify required licences.\ Note: the tool is only available to Gallagher staff. {% endhint %} ## 3. Legal, Compliance & Operational Requirements * Organizations frequently need to verify new service terms. Please consult the documents below to ensure that AccessNow complies with the organization's policies. * [Gallagher Cloud Services – General Terms](https://security.gallagher.com/en/Legal/Cloud-Services-General-Terms) * [Command Centre Cloud Service Level Agreement](https://security.gallagher.com/en/Legal/Service-Level-Agreement) * [Data Processing Terms](https://security.gallagher.com/en/Legal/Data-Processing-Terms) * [Technical Information Paper](/command-centre/accessnow-user-guide/help-resources/technical-information-paper.md) for more technical details, including service architecture, data residency and transfer details, hosting, security, etc. * A **mutual NDA** must be signed between Gallagher Security and the customer before **sharing sensitive details,** such as penetration testing information or SOC 2 reports, for the solution assessment. {% hint style="info" %} Submit any additional customer **Requests For Information (RFIs)** to Gallagher Security promptly to ensure timely processing before service onboarding. {% endhint %} ## 4. Kick-Off & Account Creation * A formal project kickoff occurs when a channel partner submits the [onboarding form](/command-centre/accessnow-user-guide/new-customer-account/new-account-request.md) **and** **a PO**. The form contains details to initiate AccessNow account creation. Gallagher may also offer customers a 90-day trial. In this case, a PO is not required. Trials are offered at Gallagher's sole discretion. * To set up the account, you will need the below branding assets. Please refer to the [Account Branding](/command-centre/accessnow-user-guide/new-customer-account/account-branding.md) section for more details. * Customer branding **colors** and **logo** * Custom **URL** (optional, can also be set up later) {% hint style="info" %} Ensure the [**Onboarding Form**](/command-centre/accessnow-user-guide/new-customer-account/new-account-request.md) is completed by a Channel Partner for every new customer. {% endhint %} ## 5. Single Sign-On Configuration To enable users to make requests or manage the system, they need to authenticate through Single Sign-On (SSO). SSO configuration is done in collaboration with the customer's IT team. It is vital to address all requirements related to external systems, compliance, or security reviews early in the process. Gallagher Security can work directly with the customer's IT team on SSO configuration. The Channel Partner or Project Manager should obtain the necessary **IT team contact details** and pass them on to Gallagher Security. {% hint style="info" %} It is recommended that Channel Partners access AccessNow through their Customers' SSO. {% endhint %} ## 6. Channel Partner Training * To ensure smooth AccessNow Channel Partner onboarding, all partners must be trained to configure AccessNow. Channel partners must familiarise themselves with the following training materials: * [AccessNow Training](https://scorm-modules.training-platform.security-training.gallagher.com/accessnow/story.html) Online Module * [Workflow Builder Instructions](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows.md) * [User Guide](/command-centre/accessnow-user-guide/introduction/accessnow-overview.md) * It is highly recommended that the channel partner representative who handles the AccessNow configuration has a **one-on-one session** with a member of the Gallagher Security staff (trainers, TAMs, or AccessNow Product Team). ## 7. Workflows Set Up & Testing The workflow configuration should be performed by the trained Channel Partner, with support from Gallagher Security when necessary. Review the resources on [workflow mapping](/command-centre/accessnow-user-guide/workflow-creation/workflow-mapping.md) and [configuration](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows.md) to understand what workflows are, how to map them, and how to configure them in AccessNow. For simplicity, start a new workflow with one of our [templates](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/working-with-workflow-templates.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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