Configuring access request documents for areas

2026-01-29Last updated

For extra security, Site owners and Area owners can require that employees upload documents when requesting access to an area. These may include copies of driver’s licenses, certifications, and so on.

What you should know

  • Site owners manage document requirements at the site level.
  • Site and area owners can configure up to 20 document types per area.
  • By default, areas inherit supporting document settings from the site.

Procedure

  1. In the Genetec ClearID™ web portal, click Organization > Site > Area > Access request configurations .
  2. If you are a Site owner, go to the Supporting document settings from site section and select whether the area inherits site-level requirements.
  3. If you are an Area owner, go to the Define supporting documents for area section and click Add area document.
    1. Enter a name for the document type.
    2. Select Show this field in access requests to display the document field in access requests.
      When the checkbox is cleared, the document type remains available in draft mode.
    3. Choose whether the document is required or optional.
      Note:
      You can configure a combination of required and optional document types to appear in a single access request.
    The Add document field interface for access request documents in the ClearID portal.
  4. Click Add.
  5. (Optional) Click to modify the configuration of a supporting document.
  6. (Optional) Click to remove a configured supporting document.