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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.
Configuring visit profiles for sites
Before users can invite visitors, a Site owner must add and configure visit profiles for your site.
Configuring access control settings (visit profiles)
Site owners can configure access control settings for visit profiles in Genetec ClearID to set the parameters for visitor access to sites.

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ClearID plugin
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Managing identities and users
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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.
    - Configuring visitor check-in photo settings
      For sites where visitor privacy is crucial, Site owners can enable or disable photo-taking during visitor check-in at the Genetec ClearID™ Self-Service Kiosk. You can also choose to activate visitor photo retention to save visitor photos to the ClearID web portal.
    - Configuring Visitor badge settings
      As a Site owner, you can activate badge reprinting so that visitors can reprint lost or damaged temporary badges. You can also customize badge labels to identify the type of visitor.
    - Configuring access control settings (visit profiles)
      Site owners can configure access control settings for visit profiles in Genetec ClearID to set the parameters for visitor access to sites.
    - Configuring visitor compliance document settings
      For sites with special requirements, Account administrators and Site owners can upload documents like non-disclosure agreements and waivers for visitors to sign when checking in using the Self-Service Kiosk.
  - 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

Configuring access control settings (visit profiles)

2025-10-31

Site owners can configure access control settings for visit profiles in Genetec ClearID to set the parameters for visitor access to sites.

Before you begin

Configure a visit profile for your site.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Visitor management .
Select a visit profile from the list.
Under General profile settings, expand Access control.
Select Automatically create QR code credentials for visitors in Synergis™ to provide visitors with QR code credentials.
- The QR code is contained in the visitor confirmation email.
- Visitors can use the QR code to access specific parking entrances, turnstiles, or gated facilities.
- The QR code can also be used during check-in with security, at reception, or at a Genetec ClearID™ Self-Service Kiosk.
Select Enforce visitor escort rule to require visitors be accompanied by an escort to gain access to secure or sensitive areas.

Note:
To enforce visitor escort rules, they must also be enabled in Synergis™ for the relevant areas. For the escort function to work properly, the Cardholder groups can escort visitors option must also be enabled in the General settings of the Access control task in Config Tool.
Click Save.