# Installer Portal Overview

The [Gallagher SMB Installer Portal](https://app.halo.gallagher.com/installer/) 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.

* Create & configure a customer’s site – onsite or remotely, before hardware installation, or after.
* Pre-configure a customer's site remotely, reducing time spent on site.
* Onboard and offboard your technicians through Technician Management.
* View event logs and status of hardware components for maintenance and troubleshooting.
* Enable Test Mode for maintenance and invite yourself to a site for testing.
* Update controller firmware remotely if required.

**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.&#x20;

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.&#x20;
* 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.**
* The Organization Manager and Installer Manager have the same privileges at a site level.

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.

&#x20;

### Branches – second level of the hierarchy.

Branches sit underneath an Organization. &#x20;

* 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.&#x20;
* 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.&#x20;

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.

**⚠️ Important Note:**\
Emails and SMS messages are sent automatically at the time the action is performed. Gallagher SMB strongly recommends performing these actions during standard business hours

<details>

<summary>Add a new branch</summary>

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.

</details>

***

### 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](/smb/site-configuration/create-a-site-or-demo-site.md).

***

### 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.&#x20;

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.

**⚠️ Important Note:**\
Emails and SMS messages are sent automatically at the time the action is performed. Gallagher SMB strongly recommends performing these actions during standard business hours.

<details>

<summary>Add a new technician </summary>

1. In the **TECHNICIANS** tab, click the **+ ADD NEW TECHNICIAN** button.&#x20;
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. &#x20;
5. If creating a **Branch User**, click **NEXT**&#x20;
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.

</details>

<details>

<summary>Delete a technician </summary>

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.&#x20;
5. Complete the delete process again.

</details>

{% embed url="<https://youtu.be/sRYGHwDNUfE?si=U_uwJAiHj77jdQr4>" %}

### SUPPORT tab

The **SUPPORT** tab contains information about What's New, Quick Links, Resources, Demo Sites and Feedback.

* What's New - shows the last three feature releases and links to the Release Notes.
* Quick Links - links to Installer Help, Install Notes & FAQs
* Technical & Marketing Resources - additional information to help installers to understand and promote the SMB solution
* Demo Sites - section contains all the Demo Sites you have access to. For more information about Demo Sites, [click here](/smb/site-configuration/create-a-site-or-demo-site.md).
* Feedback - send an email directly to Gallagher SMB with feedback about the solution or what new features and functionality you would like to see in Gallagher SMB.


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