Deployment overview

2026-07-07

A table mapping the ClearID deployment journey, listing each stage in sequence with corresponding user guide chapters, applicable user levels, and the goal of each stage.

Use this table to understand the ClearID deployment journey and its key stages. It summarizes the sequence of stages, associated documentation, user levels, and intended outcomes at each stage. This table provides a high-level overview and excludes detailed configuration steps.

Deployment stage: Indicates the stage in the ClearID deployment journey and the associated focus of work.
Chapters: Lists the relevant user guide chapters for each stage.
User level or persona: Identifies the user level responsible for tasks at each step.
Goals: Describes the intended outcome for each stage.


Deployment stage	Chapters	User level or persona	Goals
1. Welcome to ClearID	How ClearID works What's new Key concepts and terminology Who does what?	All user levels	Understand ClearID architecture, workflows, terminology, and user levels. Keep up to date with the latest ClearID features.
2. Deployment overview	Preparing for deployment	System integrators Account administrators	Understand ClearID deployment requirements and best practices, and commission a ClearID system.
3. Familiarize yourself with the ClearID web portal	Signing in Managing my profile and preferences	All user levels	Sign in to the web portal and configure your preferences.
4. Define global account settings	Configuring portal theme and layout Managing notification settings Configuring visibility and expiration policies	Account administrators	Change the look and feel of the ClearID portal. Define global communication rules, set up stakeholder alerts, and control user opt-out capabilities for notifications. Set account-level expiration policies and visibility for requests and access reviews.
5. Connect ClearID to Security Center	Installing the ClearID plugin Adding systems in ClearID Configuring ClearID custom fields in Security Center	Account administrators Security Center users with the Modify custom field definitions privilege	Install and activate the ClearID plugin. Connect your ClearID account to your Security Center system. Set up ClearID-managed custom fields for visitors, credentials, and cardholders in Security Center.
6. Connect identity providers	Identity provisioning overview Synchronizing identities using Microsoft Entra ID Synchronizing identities using Cloud CSV Synchronizing identities using an API Synchronizing identities using SCIM Synchronizing identities using One Identity Synchronization Tool Synchronizing identities using LDAP	Account administrators IT security personnel	Understand how to authenticate your connection and learn about the different user provisioning solutions. Set up user provisioning when identities exist in an external system. Code your own solution for automating identity provisioning from an external source.
7. Synchronize and manage credentials	Synchronizing credentials with Security Center Using QR codes as visitor credentials	Account administrators System integrators	Synchronize standard and custom credentials across Synergis™ systems. Set up Qscan and STid devices to read visitor QR code credentials.
8. Set up sites	Creating a site Managing site access and visibility Sending and managing notifications	Account administrators Site owners	Add, modify, or delete a site, and add site owners. Set up planned and walk-in visit, and configure photo, badge, access, and compliance document requirements for visitors. Set the maximum duration for site access and configure supporting document requirements for access requests. Customize the look, feel, and content of notifications sent to users regarding access, identities, roles, and visits.
9. Set up areas	Creating an area Managing area access	Account administrators Site owners Area owners Config Tool users with the View door properties privilege Security Center administrators System integrator	Create an area and add area owners, doors, and schedules. Set up visitor management for areas so that guests can request visits to specific locations. Manage people's access to the areas in your site.
10. Set up roles	Creating a role Managing access automatically with roles	Account administrators Role owners Role managers	Create roles, and add role managers and role members.
11. Audit access	Scheduling access reviews Completing access reviews Verifying access reviews	Account administrators Site owners Area managers Role owners Role managers Supervisors Designated verifiers	Ensure area, identity, and role access is up to date.
12. Automate API communication	Notifying third-party APIs with webhooks	Account administrators Role owners	Automate access provisioning based on user attributes. Integrate with third-party solution APIs to notify external stakeholders when specific events occur.
13. Onboard users	Creating and managing identities Managing user permissions Managing supervisors and direct reports Delegating responsibilities	Account administrators Supervisors Site owners Area owners Area managers Role owners Role managers Visit event approvers	Add identities to the ClearID web portal and manage their permissions. Define Supervisor and direct report relationships. Delegate responsibilities in the event of an absence.
14. Connect kiosks and printers	Managing visitors using the ClearID Self-Service Kiosk Managing visitors using mobile operator check-in Configuring visitor badge printers	Account administrators Site owners	Manage visitors using the ClearID Self-Service kiosk and mobile operator check-in. Print visitor badges.
15. Make and approve access, identity, and role membership requests	Types of requests Requesting area access Requesting an identity Requesting role membership Reviewing area access requests Reviewing identity requests Reviewing role membership requests	Supervisors Site owners Area owners Area managers Role managers Users Designated approvers	Understand the types of requests you can make in ClearID. Request access or role membership for yourself or others. Request identities be added to the ClearID portal. Approve or deny pending requests
16. Invite and manage visitors	Configuring visitor management for a site Configuring Visitor management for areas Inviting visitors Bulk importing visitors Tracking visit events and requests Reviewing visit event requests Screening visitors with watchlists	Account administrators Site owners Area owners Watchlist managers Security personnel Users Designated approvers	Invite, manage, and track visitors. Review visit requests. Screen visitors, block individuals, and notify stakeholders.
17. Monitor and optimize your ClearID system	Viewing site reports Viewing role reports Viewing user reports Viewing visit reports Tracking requests Tracking access reviews Troubleshooting	Account administrators Site owners Area owners Role owners Role managers Supervisors Watchlist managers	Monitor activity, run reports, and troubleshoot.