Configuring access request documents for areas

2026-05-06Last updated

To require employees to upload supporting documents such as driver's licenses or certifications when requesting area access, Site owners or Area ownes can configure access request documents for an area in Genetec ClearID™.

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.
      You can configure a combination of required and optional document types to appear in a single access request.
  4. Click Add.
  5. (Optional) Click to modify the configuration of a supporting document.
  6. (Optional) Click to remove a configured supporting document.