> 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/configuration-tasks.md).

# Configuration Tasks

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

## Customer Input

### Customer Assets Required

* [Branding](/command-centre/accessnow-user-guide/new-customer-account/account-branding.md) package (logos and selected brand colour)
* Choosing a [custom URL](/command-centre/accessnow-user-guide/new-customer-account/account-branding.md#service-url) if used

### Customer IT Team's Tasks

* [SSO Setup](/command-centre/accessnow-user-guide/new-customer-account/single-sign-on-configuration.md)\
  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](/command-centre/accessnow-user-guide/new-customer-account/account-branding.md#process-for-whitelabel-requests)

  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](/command-centre/accessnow-user-guide/help-resources/allow-listing-accessnow-notification-email-address.md) **(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](/command-centre/accessnow-user-guide/new-customer-account/new-account-request.md)\
  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](/command-centre/accessnow-user-guide/system-administration/command-centre-integration.md)\
  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](/command-centre/accessnow-user-guide/system-administration/system-administration-groups/roles-and-privileges.md)

  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](/command-centre/accessnow-user-guide/workflow-creation/workflow-mapping.md)

    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](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/lists.md)\
    This section covers importing Access Groups, PDFs, and Card Types from Command Centre.
  * [Creating Approver Groups](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/approver-groups.md)\
    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](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/workflow-configuration/lists/command-centre-lists/access-groups-list/assigning-approvers-to-access-groups.md)\
    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](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows/working-with-workflow-templates.md)\
    Customize the templates to meet customer needs. Gallagher's team can handle or help with the advanced changes.

{% hint style="info" %}
Below are resources to assist with administrative setup and Command Centre integration.

[Broken mention](broken://pages/UV64E8f4ZHQQ10YunvlL)

[New Account Request](/command-centre/accessnow-user-guide/new-customer-account/new-account-request.md)

[System Administration](/command-centre/accessnow-user-guide/system-administration/command-centre-integration.md)

[Creating & Managing Workflows](/command-centre/accessnow-user-guide/workflow-creation/creating-and-managing-workflows.md)
{% endhint %}


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