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. There is a hierarchy in the Installer Portal, based on who you are and what information you have privileges to access.

NOTE: You can not be logged into the Gallagher SMB Installer Portal and the Gallagher Security Hub at the same time - you will be logged out.

Organizations – top level of the hierarchy.

An organization can have an unlimited number of branches underneath it and can see everything - sites and technicians – associated with each branch.

• Organizations can create, edit & delete their own branches.

• Billing occurs at an organization level.

• Sites are configured and managed at a branch level.

• All organizations will automatically have one branch created.

• Users are added at an organization or branch level.

• One role at an organization level – Organization Manager.

New Zealand & Australia: All distributors are seen as an organization in the Installer Portal.

USA: All SMB Partners are seen as an organization in the Installer Portal.

Branches – second level of the hierarchy.

Branches sit underneath an Organization.

• Branch users of a single branch will not see the Branches tab.

• Billing occurs at an organization level not at a branch level.

• Users can have access to more than one branch.

• Sites are configured and managed at a branch level.

• Users are added at a branch level.

• Two roles at a branch level – Install Manager & Install Technician

New Zealand & Australia: Security Integrators are branches under an organization.

USA: Partners can create branches if they choose to in the Installer Portal.

For example: ABC Security – New York, ABC Security – Knoxville could be branches under ABC Security organization.

BRANCHES tab

The BRANCHES tab is only viewable when logged in as an Organization Manager.

It lists all of the branches that you as an Organization Manager have access to. If you manage multiple organizations, select an organization from the drop-down list in the top right-hand corner of the screen to view its branches.

From this tab, you can also create a new branch of an organization. Expand the below procedure for details about adding a new branch.

Add a new branch

1. Ensure you have selected from the Organization drop-down list the organization for which you want to create a new branch.

2. In the BRANCHES tab, click the + ADD NEW BRANCH button.

3. Enter the branch's Branch Name, Country Code, and Timezone.

4. Optionally enter the Account Number.

   The Account Number is used for billing purposes.

5. Enter the Service Phone number and Service Email for customer support for this branch.

   In a customer's app, these contact details will display under Settings > Contact Installer.

6. Click NEXT.

7. Enter the First Name, Last Name, Email and Cellphone of the Install Manager who will manage this branch.

   If this is an existing Install Technician or Install Manager, they are given the Install Manager role for this branch. If this is a new technician, they are created as an Install Manager technician and sent an invite to register for the Installer Portal.

8. Click the SAVE button.

   The new branch is added to the organization.

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SITES tab

The SITES tab lists all of the sites that you as a technician have access to. Organization Managers can select an Organization from the drop-down list in the top right-hand corner of the screen to view all sites in that organization, grouped by branch. If a technician has access to multiple branches, it can select a Branch from the drop-down list to view all sites in that branch.

The Sites table shows Installer Branch, Site Name , Key Account Holder, Contact, Site Address, Status of site and date site was activated. View can be changed by selecting and deselecting columns.

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 Organization Manager or Install Manager. It lists all the technicians within your organization.

There are three roles - Organization Manager, Install Manager or Install Technician.

• Organization Mangers can create, view, update and delete branches on the BRANCHES tab, 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 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 Organization or 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.

Add a new technician

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

2. If an Organization Manager you will have two options - Organization User or Branch User (Installer Manager or Installer Technician). If a Branch User you will only have one option.

3. 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.

4. If creating an Organization User, click OK to the technician.

5. If creating a Branch User, click NEXT

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

7. Click OK to save the technician.

Delete a technician

1. In the TECHNICIANS tab.

2. Click the trash can icon next to the technician to be deleted.

3. Deletion verification warning will appear, if OK to continue click the DELETE button, otherwise click CANCEL to return to previous screen.

4. If you are unable to delete because the technician is the 'Primary Contact' go back to the main Technician tab and edit the role of the technician to Install Technician.

5. Complete the delete process again.

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 center 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.