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Creating exceptions to the access request approval workflow
In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.

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- About areas
  In Genetec ClearID™, an area is a logical entity that defines the relationship between Synergis™ doors and area owners. Areas are managed by the area owner.
- Creating areas
  In Genetec ClearID™, an area is a logical entity that defines the relationship between Synergis™ doors and area owners. Areas are managed by the area owner.
- Adding area owners and managers
  Before you can define policies for an area, assign area managers, or approve or deny access requests for an area, you must add your area owners and managers.
- Adding schedules to an area
  Before you can grant people access to an area, you must add schedules to your areas.
- Configuring access request documents for areas
  For areas with extra security measures or requirements, Site owners and Area owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.
- Granting access to an area
  To grant people access to an area, you must add identities or roles to an area and schedule access on a person-by-person or role-by-role basis.
- Reviewing area access
  To perform an audit or check who has access to an area, periodic reviews must be performed by an area owner, area manager, or site owner.
- Approving area access requests
  To approve area access requests, an Area owner, Area manager, a Role manager, or a Supervisor must review the pending approvals. They can then decide which requests to approve.
- Rejecting area access requests
  To reject area access requests, an Area owner, Area manager, a Role manager, or a Supervisor must review the pending approvals. They can then decide which requests to deny.
- Creating exceptions to the access request approval workflow
  In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.
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Glossary

Creating exceptions to the access request approval workflow

2025-08-07

In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.

Before you begin

Create an area and define its access request approval workflow.

What you should know

All access requests for an area must follow the steps for approval set by the chosen access request workflow. You can create exceptions to this approval process when certain users or roles make access requests.

For example, you can automatically approve access requests made for users who belong to a VIP or Upper Management role. You can also automatically approve requests if the requester is the Supervisor of the person for whom the request is made.

You must be a Site owner or Area owner to set exceptions to the access request approval workflow for an area.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Area > General .
Under Access request approval workflow settings, define exceptions to the access request workflow set for the area as needed:

Note:
If the request approval workflow is set to Automatic approval, the Access request approval workflow settings section is hidden.

Site owner

Automatically approve access requests when the requester is the Site owner.

Area manager

Automatically approve access requests when the requester is the Area manager.

Area owner

Automatically approve access requests when the requester is the Area owner.

Supervisor of the request recipient

Automatically approve access requests when the requester is the Supervisor of the identity that is the request recipient.

Role manager of the request recipient

Automatically approve access requests when the requester is the Role manager of the role for which the access request was made.

Role owner of the request recipient

Automatically approve access requests when the requester is the Role owner of the role for which the access request was made.

An active member of any selected role

Automatically approve access requests when the requester is a member of a listed role.
Click Save.