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Managing sites
Learn how to manage sites.
Creating sites
Before you can configure your areas in Genetec ClearID™, you must create the sites that you want to associate your areas with.
About visit profiles
In Genetec ClearID™, visit profiles allow Site owners to configure different visitor management settings based on different visit needs within the same site.

About ClearID
Learn about the ClearID self-service physical access management solution.
What's new
Check out what's new in the latest update to ClearID.
Deployment preparation
Check your compatibility and deployment requirements.
ClearID plugin
Learn how to download and install the plugin.
Managing identities and users
Learn how to manage identities and users.
Credential synchronization
Managing sites
Learn how to manage sites.
- About sites
  In Genetec ClearID™, a site is a logical entity. Sites include one or more areas. Each site and area can have a different owner.
- Creating sites
  Before you can configure your areas in Genetec ClearID™, you must create the sites that you want to associate your areas with.
  - Adding site owners
    In Genetec ClearID™, a site owner is an identity that has authority over areas associated with a specific site. Before you can assign or modify area owners, configure specific area settings that are exclusive to site owners, or manage site access reviews you must add your site owners.
  - About visit profiles
    In Genetec ClearID™, visit profiles allow Site owners to configure different visitor management settings based on different visit needs within the same site.
  - Configuring visit profiles for sites
    Before users can invite visitors, a Site owner must add and configure visit profiles for your site.
  - Modifying visitor management settings for sites
    To determine how QR codes are shared with visitors and how Genetec ClearID™ manages visitor data, you must configure the visitor management settings for your site.
  - Viewing sites where a user can invite visitors
    An account administrator might need to view the list of sites where a user can invite visitors so that they can verify or update access if required.
- Modifying sites
  After you add your sites, you can modify the settings of each site individually. An Account administrator or Site owner can modify the Site owners, site properties, and change visitor management options for the site.
- Deleting sites
  When a site is no longer needed, an Account administrator can delete it from Genetec ClearID™.
- Setting a maximum duration for site access
  To enforce a limit for identities with temporary access, you can set a site access duration. When the maximum duration limit is reached, their access expires.
- Configuring access request documents for sites
  For sites with extra security measures or requirements, Site owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.
- Customizing email notifications for sites
  To communicate specific requirements with email recipients, Account administrators and Site owners can customize the header and footer text of email notifications sent out by Genetec ClearID™.
- About access reviews
  An access review is the process of performing an access review for an area, role, or identity to confirm that the access is still required and valid. To ensure security compliance and audit readiness you can schedule your access reviews to occur automatically.
- Setting up automatic expiration for access reviews
  To ensure that reviewers only review current access information, you can specify an expiration period for access reviews. Failure to set an expiration could result in reviewers reviewing outdated information.
- Setting up area access reviews
  To ensure security compliance and audit readiness, you can set up area access reviews to occur at scheduled intervals. You can also start an area access review manually if required.
- Setting up identity access reviews
  To ensure security compliance and audit readiness, you can set up identity access reviews to occur at scheduled intervals.
- Modifying access reviews
  After you have set up and scheduled your area or identity access reviews, you can modify or delete them if required.
- About access reviews report
  In Genetec ClearID™, an access reviews report is a list of access reviews. The report includes information about area, role, or identity access reviews and the current review status (not started, started, in progress, completed, or expired).
- Checking the status of access reviews
  A site owner is responsible for checking the status of access reviews to ensure that the organization is security-compliant, audit ready, and that the review processes occurs on time. A supervisor can also check the status of identity access reviews for their direct reports.
- Completing an area access review (site owner)
  To ensure security compliance or audit readiness you can perform access reviews to check who has access to an area or role. These periodic reviews are completed by a site owner.
- Completing an area access review (area manager or role manager)
  To ensure security compliance or audit readiness, you can perform access reviews to check who has access to an area or role. These periodic reviews are completed by an area manager or role manager.
- Completing an identity access review (supervisor)
  To ensure security compliance or audit readiness you can perform identity access reviews to check your direct reports areas and roles access. These periodic reviews are completed by a supervisor.
- Generating an access review summary
  You can generate an access review summary for any completed access review to share with an auditor or other members of your organization.
- About access requests report
  In Genetec ClearID™, an access requests report is a list of access requests for a specific site. The report includes information about the access request date, area requested, status, requested by, requested for, and period of access.
- Checking the status of access requests
  As Area owners and Site owners you can check the status of access requests at the site level for areas associated with a specific site. Using the Access request report, you can ensure that the organization is security-compliant, audit ready, and that the requests are processed in a timely fashion.
- About site activity report
  In Genetec ClearID™, a site activity report is an audit trail of activities or events for a specific site. The report includes timestamp information, activity type, area, who activity was performed by, and a details section including reason information.
- Viewing a site activity report
  You can view a site activity report to review an audit trail of activities or events for a specific site.
- About site and area owners report
  In Genetec ClearID™, a site and area owners report is a list that provides a global view of the following identities and their permissions: site owner, area manager, area owner, and watchlist manager. The report includes site, area, identity, identity permission, delegated from, identity status, and web portal access information.
- Viewing a site and area owners report
  You can view a site and area owners report to get a global view of all identities and their permissions.
Managing visitors
Learn how to manage visit requests and access requests.
Managing areas
Learn how to manage areas.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Role-based access control
Learn about role-based access control.
Connecting to other systems
Learn how to connect ClearID to other systems.
Visitor management devices
Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
Troubleshooting
Troubleshoot common issues that can occur.
Additional resources
Need tech support or product information? Check out these resources.
Glossary

About visit profiles

2025-10-31

In Genetec ClearID™, visit profiles allow Site owners to configure different visitor management settings based on different visit needs within the same site.

Visit profiles can contain up to two visit types:
- Planned
- Walk-in
Sites can contain unlimited planned visit type profiles and up to 10 walk-in visit type profiles.
Users can select a visit profile when creating a visit request to automatically fill in meetup and parking locations, areas the visitor needs to access, and more.
- In cases where there is more than one configured location or area, visitors can choose from the available options.