Installer Portal overview

The Gallagher SMB Installer Portal is where Technicians configure SMB customer sites. This section gives an overview of the portal, before you use it to configure sites in the 'Configuration' section of this Help.

SITES tab

The SITES tab lists all of the sites that you as a technician have access to. To view an existing site, click on its name in the list, or search its name in the search bar and then select it.

From this tab, you can also create a new site. This is covered in the topic Create a Site or Demo Site.

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TECHNICIANS tab

The TECHNICIANS tab is only viewable when logged in as an Install Manager technician.

It lists all the technicians within your organisation. A technician has one of two roles: Install Manager or Install Technician.

• Install Managers can create, view, update, delete, and resend invites to all the technicians on the TECHNICIANS tab, and change a site's Key Account Holder and general configuration.

• Install Technicians cannot access the TECHNICIANS tab or change a site's Key Account Holder, but can perform standard configuration for sites.

On the TECHNICIANS tab, as an Install Manager, you will see your own technician account listed. You can edit and resend the invite to your own account, but you can never delete your own account or change your own Role. These actions must be performed by another Install Manager technician.

Add a new technician

1. In the TECHNICIANS tab, click the + ADD NEW TECHNICIAN button.

2. Enter the technician's First Name, Last Name, Email, and Mobile Phone.

   Note: Email addresses must be unique to each technician, and cannot be edited once saved.

3. Select the technician's Role, either Install Manager or Install Technician. See above this procedure for a description of the differences between Install Managers and Install Technicians.

4. Click OK to save the technician.

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SUPPORT tab

The SUPPORT tab contains three sections; 'Technical', 'Administration', and 'Manage Demo Sites'.

• The 'Technical' section contains links that can help you when you need technical help, including the help centre for installers, installer training material, and an option to contact technical support.

• The 'Administration' section contains links to things you and your customers may need for sales and product setup. This includes links to SMB sales and marketing material, the SMB product order form, and the guarding form.

• The 'Manage Demo Sites' section contains all the Demo Sites you have access to. For more information about Demo Sites, click here.