SMB Installer Portal
Gallagher SMB
  • Welcome
  • Contacts and Systems
  • Frequently Asked Questions
  • SMB solution
    • System overview
    • Gallagher SMB hardware
    • Gallagher SMB credentials
  • Installing Gallagher SMB
    • Installer Portal overview
    • Installing the hardware
      • Pull cables
      • Installing the hardware
      • Bring Controller online
      • Voltage
      • Controller web browser configuration
      • Initialize tampers
    • Site configuration
      • Create a Site or Demo Site
      • Create a Site Template
      • Default configuration overview
      • Enable Guarding
      • Assign a controller to a site
      • Configure inputs and outputs
      • Configure readers
      • Configure monitoring
        • Alarm transmitters
        • IP Alarms
      • Configure areas
        • Configure Entry Delay
        • Configure Exit Delay
      • Configure elevators
      • Configure doors
      • Door status, history, and overrides
      • Site Actions
        • Site Details
        • Site Notes
        • Credentials
          • Credential Groups
            • FAQ
            • If no Credential Group is assigned
            • If a Credential Group is assigned
          • Edit Credentials
        • Key Account Holder
        • Display Names
        • Invite myself to the site
        • Test Mode
        • Publish/Refresh Controller configuration
    • Activation
      • Activate site
      • Onboard users
      • Installer Mode
  • Using the Gallagher SMB app
    • Gallagher SMB app overview
    • Arming and disarming
    • Access Control
      • Opening a door
      • Controlling a door remotely
      • Requesting access
      • Door states
      • Schedules
        • Door Schedules
        • User Schedules
    • Managing users
      • SMB tags (physical credentials)
      • SMB User Codes
      • Delete or disable a User
      • User Privileges
      • FIDO Authentication
    • Managing alarm incidents
      • Self monitoring
        • Respond to an incident
      • Guarding
      • Past Incidents
      • Third-party monitoring
    • Managing system alarms
    • Site activity
    • Managing multiple sites
    • Settings
  • Troubleshooting
    • Gallagher SMB Controller
    • Gallagher Hardware
    • Gallagher SMB vs Command Centre
    • Connectivity
    • Configuration
    • Credential Groups
    • SMB app
    • Notifications
    • User Management
    • Reporting an Issue
  • Release Notes
  • Disclaimer
  • Open Source Licences
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  • Onboarding the key account holder
  • Issues with onboarding key account holder

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  1. Installing Gallagher SMB
  2. Activation

Onboard users

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Last updated 6 months ago

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Onboarding the key account holder

Once the customer's site has been , an invitation email is sent to their key account holder (normally the business owner). You may help the key account holder through the steps in the email to ensure they are onboarded as the first fully privileged system user. The steps are:

  1. Download the app, following the link in the email.

  2. Trigger the SMS verification code to be sent.

  3. Enter the verification code in the app.

  4. Set up their preferred FIDO authentication option for logging into the app.

In order to download the credential and gain access to the security system, each user must have access to both the email address and mobile phone number (to receive the verification code) entered on their account details.

Issues with onboarding key account holder

If you are unable to onboard the key account holder, ensure they have a PIN, pattern, fingerprint, or Face ID set on their phone. If they don’t, they will need to set one.

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