Configuration Tasks

Channel partners and customer IT teams are essential in the initial AccessNow setup and ongoing support.

Customer Input

Customer Assets Required

• Branding package (logos and selected brand colour)

• Choosing a custom URL if used

Customer IT Team's Tasks

• SSO Setup Although channel partners can provide support with Single Sign-On (SSO), most of the setup should be managed by the customer's internal IT teams.

• Setting Up a Custom URL

  To host AccessNow with a custom URL, the IT team must generate the new domain and provide the necessary record details.

• Allow-listing AccessNow Email Notification Address (Optional)

  Adding the AccessNow email address or domain to the company's allowlist or safe-senders list helps ensure delivery without triggering warnings or spam alerts.

Channel Partner Input

The Channel Partner manages AccessNow onboarding and facilitates communication between Gallagher Security and the end-user customer.

• Filling in the onboarding form This is the first step in starting your journey with us. It gathers key information such as contact details and setup preferences to help us streamline AccessNow implementation.

• Command Centre integration Partners must configure a REST Client in Command Centre and assign an operator with the necessary privileges for AccessNow (e.g., creating events, editing cardholder data, modifying access control).

• User Roles and Groups setup for system management

  The system includes predefined roles that serve as a starting point. These roles should be reviewed and customized to align with customer requirements.

• Workflow Configuration, including:

  • Mapping customer workflows

    Channel partners should collaborate with customers and Gallagher to identify and document which processes to automate and define their flow.

  • Importing Command Centre Items for Workflows This section covers importing Access Groups, PDFs, and Card Types from Command Centre.

  • Creating Approver Groups When approval is required as part of a workflow, the Channel Partner should help the customer identify the approvers for each access group or approval task and establish these groups in AccessNow.

  • Approver & Access Groups Review and Mapping Identify and align the required Access Groups with their appropriate approver groups. Additionally, any Access Groups not to be available in AccessNow should be hidden.

  • Workflow Template Customization Customize the templates to meet customer needs. Gallagher's team can handle or help with the advanced changes.

Below are resources to assist with administrative setup and Command Centre integration.

New Account Request

System Administration

Creating & Managing Workflows