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Managing areas
Learn how to manage areas.
Creating areas
To manage access to a physical location, Account administrators and Site owners can create areas in Genetec ClearID™ and associate them with Synergis™ doors and a Security Center system. Area owners manage the areas by defining policies, assigning managers, controlling access, and approving or denying requests.
Creating exceptions to the access request approval workflow
To bypass standard approval processes and auto-approve specific roles or request types, Site owners or Area owners can create exceptions to the access request approval workflow in Genetec ClearID™.

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Managing areas
Learn how to manage areas.
- 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
  To manage access to a physical location, Account administrators and Site owners can create areas in Genetec ClearID™ and associate them with Synergis™ doors and a Security Center system. Area owners manage the areas by defining policies, assigning managers, controlling access, and approving or denying requests.
  - Adding doors to areas
    To support access requests and visitor invitations in Genetec ClearID™, add doors to the corresponding areas in Security Center.
  - Enabling visitor management for areas
    To allow guests to request visits to specific locations and define their approval workflows, Area owners or Site owners can enable visitor management for an area in Genetec ClearID™.
  - About nested areas
    In Security Center, nested areas can be used to logically group areas so that access can be automatically granted to people for associated nested areas when access is requested in Genetec ClearID™ for one of the nested areas.
  - Granting access to areas automatically
    To automatically grant people access to logically grouped areas, a Security Center administrator or system integrator can create nested areas for Genetec ClearID™ in Security Center.
  - Creating exceptions to the access request approval workflow
    To bypass standard approval processes and auto-approve specific roles or request types, Site owners or Area owners can create exceptions to the access request approval workflow in Genetec ClearID™.
- Adding area owners and managers
  To define area policies and manage access request approvals, Site owners or Area owners must first add Area owners and managers in Genetec ClearID™.
- Adding schedules to an area
  To define time constraints for when people can access a location, Area owners must add schedules to an area in Genetec ClearID™.
- Flagging required credentials for area access requests
  To alert stakeholders that employee access to areas like parking garages requires specific credentials, Area owners can flag those credential requirements in Genetec ClearID™.
- Configuring access request documents for areas
  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™.
- Granting access to an area
  To authorize specific people or roles to enter a location during scheduled times, Area owners, Area managers, and Supervisors can grant access to an area in Genetec ClearID™.
- 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. Reviews are performed one area at a time.
- Reviewing area access requests
  To manage 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 or deny.
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
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Visitor management devices
Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
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Glossary

Creating exceptions to the access request approval workflow

2026-05-06

To bypass standard approval processes and auto-approve specific roles or request types, Site owners or Area owners can create exceptions to the access request approval workflow in Genetec ClearID™.

What you should know

Every access request for an area must go through the approval process defined by that area's workflow.
Certain roles or users (like VIPs, Upper Management, or supervisors requesting for team members) can bypass the approval steps and have their requests auto-approved.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Area > General .
Under Access request approval workflow settings, select the roles that can bypass approval:
If the request approval workflow is set to Automatic approval, the Access request approval workflow settings section is hidden.
- Site owner
- Area manager
- Area owner
- Supervisor of the request recipient
- Role manager of the request recipient
- Role owner of the request recipient
- An active member of an selected role
Click Save.