AccessNow Onboarding Project Plan
Once it is confirmed that the customer meets the feasibility assessment, this detailed step-by-step guide assists with setting up a new customer with AccessNow. The process includes the following high-level steps.
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.
Your Gallagher Security representative can use the AccessNow ROI Calculator to help calculate ROI, generate quotes, and identify required licences. Note: the tool is only available to Gallagher staff.
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.
Technical Information Paper 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.
Submit any additional customer Requests For Information (RFIs) to Gallagher Security promptly to ensure timely processing before service onboarding.
4. Kick-Off & Account Creation
A formal project kickoff occurs when a channel partner submits the onboarding form 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 section for more details.
Customer branding colors and logo
Custom URL (optional, can also be set up later)
Ensure the Onboarding Form is completed by a Channel Partner for every new customer.
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.
It is recommended that Channel Partners access AccessNow through their Customers' SSO.
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 Online Module
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 and configuration 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.
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