Managing users
About SMB users
The Gallagher SMB security solution provides customers with the ability and flexibility to allocate different roles and credentials to different users across different sites, to meet their security and operational needs. Customers can create an unlimited number of users at no additional cost (except for SMB Key Tag users, as tags must be purchased).
The three user roles all have different levels of privileges. These are Site Manager, Site Admin, and Site Member.
The four types of credentials are Mobile Credentials via the SMB app, SMB Key Tags, User Codes, and SMB Cards.
Adding a new SMB user
Site Managers can add new users to the solution through the Gallagher SMB app or the Gallagher SMB web application. The web app is only supported by the Chrome and Safari web browsers.
Navigate to the Team screen within the SMB app.
Select the + ADD USER button.
Enter the new user's first and last name, email, and mobile phone number.
Notes:
The Mobile App User check box is selected by default. The user must be a Mobile App User in order to be a Site Manager.
'Email' and 'Phone' are required for all App Users.
The email address must be for an inbox that the user can access on their phone. The email address is used to link the user across sites; if they require access to multiple sites from the SMB app, the same email address must be used.
Select the Next button.
The Privileges screen displays.
If you are a Site Manager for more than one site, a list of sites appears. Toggle on the sites for which this user requires privileges.
For each site, select whether the user is a Site Manager, Site Admin or Site Member (for Access Control only). See User Privileges for more information on what each role can do.
Select the user's schedule for the site, to determine when they may gain access. Refer to User schedules to create a new User schedule, if required.
Notes:
The 'Schedule' option does not display if you have not created any User schedules.
If you select 'No Schedule', the user is granted access at all times (default access behaviour).
Only one User schedule can be assigned to each user.
Optionally select the date and time when the user can start gaining access from the Start Date field.
The user will only be permitted access from this date and time. If left blank, the user can gain access immediately.
Note: If the 'Start Date' is set to a future date, Mobile App Users still receive an invitation to register on the app immediately. Once registered, the app just displays a message indicating when they will be given access and lets them change their settings.
Optionally select the date and time when the user will stop gaining access from the End Date field.
The user cannot gain access on and after this date and time. If left blank, the user will not be stopped from gaining access.
If you selected the 'Site Admin' Role, select which areas of the site they can arm and disarm. If you selected 'Site Member', select which areas they can access. Site Managers have privileges for the entire site.
Select the SAVE button.
Once saved, an invitation is sent to the user's email address. The new user now needs to follow the steps in the email to complete their registration. The new user appears in the Team list with 'Response Pending' next to their name. This message will disappear when they log in for the first time. See below for a description of this process.
Gallagher SMB app registration
The new user now needs to follow the steps in the email to complete their registration.
Download the Gallagher SMB app.
Select the Complete Registration link in the email invitation.
Enter the 6-digit code from the text message you receive.
The Complete Registration link will expire after a few days. If it does, a Site Manager can send another from the app.
Resending SMB Registration invitation
If a new user's invitation link expires or they didn’t receive the initial invitation email, it can be re-sent by the Site Manager.
Navigate to the Team screen within the SMB app.
Search for the user and click the downward arrow on their user card for more options.
Select the Invite button.
Ensure the Use a Mobile Device option is selected. For additional security, select the Require SMS verification check box.
Click the SEND button.
A new invitation is sent to the user.
Re-registering with a new phone
There are three options for users who want to resume using the SMB app on a new mobile phone:
Sending their own invitation If the user still has access to their previous phone and they are a Site Manager, they can send themselves a mobile device invitation from the SMB App on the old phone.
Complete the above procedure "Resending the SMB Registration invitation".
On the new phone, complete the above procedure "Gallagher SMB app registration".
On the old phone, go to the My Account screen in the SMB app and select REMOVE next to the old device.
Requesting an invitation If the user still has access to their previous phone and is not a Site Manager, they can ask a Site Manager from their site to send them a mobile device invitation.
After the Site Manager has resent the mobile device invitation, on the new phone, complete the above procedure "Gallagher SMB app registration".
On the old phone, go to the My Account screen in the SMB app and select REMOVE next to the old device.
Requesting a credential If the user does not have access to their previous phone and they cannot contact a Site Manager, they can use the 'Request Credential' process to get a credential for their new phone.
Note: To use this method, the user must have apps and app settings backed up on their old phone. Otherwise, use one of the above methods.
After opening the SMB App on the new phone, the 'Request Credential' screen displays.
Enter your email address and phone number to request a credential for the new phone. The email and phone number must be entered exactly as they were initially entered in the system (e.g. including any leading zeros).
A new Complete Registration link is sent to the user's email address.
On the new phone, select the Complete Registration link that is sent to the user's email address.
Deleting an SMB user
Mobile devices are user-specific, not site-specific. If a user’s device is removed from the 'Credentials' section on one site, this device will be removed from all sites with which the user used the device. The devices listed on the ‘Credentials’ screen are all devices assigned to the user.
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