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Customizing email notification branding
Account administrators can customize the color scheme of Genetec ClearID™ email notifications to align with your company's branding.

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Managing sites
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- 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.
- Modifying sites
  After adding sites, you can adjust each site’s settings individually. Account administrators and Site owners can manage site owners, properties, and visitor management options.
- 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 require 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™.
- Customizing email notification branding
  Account administrators can customize the color scheme of Genetec ClearID™ email notifications to align with your company's branding.
- About access reviews
  An access review is the process of reviewing access 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 and verifiers only review current access information, Account administrators can specify an expiration period for access reviews. If no expiration is set, reviewers may evaluate outdated data.
- Scheduling area access reviews
  To ensure security compliance and audit readiness, Site owners can set up area access reviews to occur at scheduled intervals. You can also start an area access review manually if required.
- Scheduling identity access reviews
  To ensure security compliance and audit readiness, you can set up identity access reviews to occur at scheduled intervals. These identity access reviews are performed based on a list of selected roles.
- Scheduling role access reviews
  To ensure security compliance and audit readiness, Role owners can set up role access reviews to occur at scheduled intervals. You can also start a role access review manually if required.
- Modifying access reviews
  After you have scheduled your area, role, or identity access reviews, you can modify or delete them.
- 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
  Site owners can check the status of access reviews to ensure that the organization is security-compliant, audit-ready, and on-time. Supervisors can also check the status of identity access reviews for their direct reports, and Role owners can check the status of reviews for the roles they own.
- Completing an area access review (site owner)
  To ensure security compliance or audit readiness, Site owners can perform access reviews to check who has access to an area.
- Completing an area access review (area manager)
  To ensure security compliance or audit readiness, Area managers can perform access reviews to check who has access to an area.
- Completing a role access review (role owner)
  To ensure security compliance or audit readiness, Role owners can perform access reviews to check which areas a role can access.
- Completing a role access review (role manager)
  To ensure security compliance or audit readiness, Role managers can perform access reviews to check which roles have access to an area.
- Completing an identity access review (supervisor)
  To ensure security compliance or audit readiness, Supervisors can perform identity access reviews to check your direct reports areas and roles access.
- Verifying an area access review
  To further ensure security compliance or audit readiness, verifiers can perform a second-level check of area access reviews.
- Verifying a role access review
  To further ensure security compliance or audit readiness, verifiers can perform a second-level check of role access reviews.
- Printing or saving an access review summary
  To share access review information with an auditor or other members of your organization, you can generate access review summaries for completed access reviews.
- 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
  Area owners and Site owners 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 on-time.
- About site activity report
  In Genetec ClearID™, a site activity report is an audit trail of activities or events for a specific site. Each entry includes a timestamp, the type of activity performed, the user who initiated the action, and additional details such as the reason for the change.
- Viewing a site activity report
  Site owners 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
  To get a global view of all identities and their permissions, Account administrators and Site owners can view the site and area owners report.
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
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Glossary

Customizing email notification branding

2026-02-12

Account administrators can customize the color scheme of Genetec ClearID™ email notifications to align with your company's branding.

Procedure

In the ClearID web portal, click Administration > Account configuration .
In the Branding section, select Email theme from the Theme list.
In the Email theme section, configure the colors for email notifications:
1. In the Primary color field, select a color for the top banner of email notifications.
2. In the Secondary color field, select a color for buttons and other UI controls in email notifications.
3. (Optional) To reset the theme colors, click Restore default theme.
Click Save.

Customized branding is applied to the top banner, buttons, and UI controls of email notifications sent by ClearID.