Approving identity requests

2023-10-10Last updated

To approve identity requests, a supervisor or identity approver must review the pending approvals and then decide which requests to approve.

Before you begin

Ensure that some identity requests have already been submitted.

What you should know

Only supervisors or identity approvers can approve identity requests.

Procedure

To approve an identity request:
  1. Click Dashboard > My tasks .
  2. From the Status list, filter the tasks that are displayed:
    Status
    Select a status from the following:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identity request to display additional details about the request.
    Identity request in Genetec ClearID™ showing individual identity request details including Edit, Deny, or Approve buttons.
    Note: The buttons that are available in the identity request details vary depending on whether you are the requester, supervisor, or an approver.
  4. Review the identity request details for accuracy and completeness.
  5. (Optional) If you need to modify the identity request, click Edit and make any changes that are required.
    1. Click Save.
  6. If the request is not valid or contains incorrect information, click Deny.
    1. Enter the reason for denial and click Confirm.
  7. If the request is valid and correct, click Approve.
  8. In the Reason for approval field, enter the reason for approval and click Confirm.
    Identity request in ClearID showing identity request details including reason for approval.
To approve identities imported using a CSV import:
  1. Click Dashboard > My tasks .
  2. In the My tasks list, click an identities request to display additional details about the request.
    Multiple identities request in ClearID showing multiple identities request details including approve or deny icons and Cancel request or Save buttons.
    Note: The buttons that are available in the identity request details vary depending on whether you are the requester, supervisor, or an approver.
  3. Review the identities request details for accuracy and completeness.
    1. If all the identities in the request are correct, click Approve all then click Save.
    2. If all the identities in the request are not correct, click Deny all then click Save.
  4. (Optional) If you need to modify an identity, click View identity request details () on the row for the identity to review the details of that request.
    1. Click Edit to make any changes that you require.
    2. Click Save.
  5. If the request is not valid or contains incorrect information, click Deny () on the row for the identity.
    1. Enter the reason for denial and click Confirm.
  6. If the request is valid and correct, click Approve () on the row for the identity.
    1. Click Save.
    2. In the Reason for approval field, enter the reason for approval and click Confirm.
The identity request is now approved. The identity is now created and if applicable inherit the role access to associated areas during the periods specified in their identity request.
Note: (Optional) Additional communications might also be provided by your organization regarding where and how to retrieve a badge access card ( if required) for the new identity.

Example

After you finish