> For the complete documentation index, see [llms.txt](https://help.security.gallagher.com/smb/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/smb/help-resources/troubleshooting/troubleshooting-users.md).

# User Management

Frequently asked questions when troubleshooting user management.

**What happens if I forget my password or can't log into my phone app to reinvite myself?**

Use the web version of the customer app to initiate the "Forgot your password" process.

[SMB Customer App](https://app.halo.gallagher.com/customer/index.html)

Login by following the links in the email. Once logged in the user can resend another mobile invitation to themself.

<figure><img src="https://521511078-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fj78FgrliX8rYCdK2hg8n%2Fuploads%2F7a5c2sTxvuWmSHeUvQ8c%2Fimage.png?alt=media&amp;token=2888f071-4a17-4631-bdc5-e86c83bbee63" alt=""><figcaption></figcaption></figure>

**Sending an invitation email or text message**

* did not receive the invitation email,
* did not respond to the invitation before it expired,
* changed their phone and requires a new invitation, or
* did not receive the SMS text message with the code,

A new invitation can be sent to them at any time by a Site Manager.

1. Navigate to the **My Team** screen within the SMB app.
2. Search for the user and click the downward arrow on their user card for more options.
3. Select the **Invite** button.

   The Invitation screen displays.
4. Select **Use a mobile device**.
5. Ensure the **Require SMS verification** check box is unchecked.
6. Select the **SEND** button.

If a new user is going to use the web application:

The first email invitation is always a mobile invitation (an invitation to download the mobile app). To send a web app invitation:

1. Navigate to the **My Team** screen within the SMB app.
2. Search for the user and click the downward arrow on their user card for more options.
3. Select the **Invite** button.

   The Invitation screen displays.
4. Select **Use a web browser**.
5. Select the **SEND** button.

The user will receive an email to update their password. They will need to follow the link in the email and create a password. Their email address is their username.

Most users should be encouraged to install and use only the mobile app rather than the web app version.

{% hint style="info" %}
Email addresses must be unique for every user, as this becomes the username if a user requires a web app account (instead of, or in addition to, using the mobile app with FIDO authentication).
{% endhint %}

**I can't delete a Technician because they are the Primary Contact.**

The Technicians role needs to be changed to Install Technician before they can be deleted.

* In the **TECHNICIANS** tab.
* Click the **Edit Privilege** icon (next to the edit icon)
* From the dropdown box select **Install Technician**
* Click **OK**

The complete the [Delete a Technician](https://help.security.gallagher.com/smb-installer-portal/installing-gallagher-smb/installer-portal-overview#delete-a-technician) process

**The Key Account Holder didn't get the SMB app invitation - what do I do?**

Once a site is activated the Install Manager has the ability to resend the Key Account Holder their invitation to the site by clicking the [**Reinvite Key Account Holder**](/smb/site-configuration/site-actions/key-account-holder.md) button.


---

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