Completing an area access review (area approver or role manager)

2023-11-01Last updated

To ensure security compliance or audit readiness you can perform access reviews to check who has access to an area or role. These periodic reviews are completed by an area approver or role manager.

Before you begin

Check your mail for an Access Review Pending email notification or look on the My tasks page for a pending review.

What you should know

  • Area approvers or role managers can complete an access review from the My tasks page of the Dashboard or from an email notification.
  • No changes can be made to an access review after it has been completed.
  • All Completed reviews are retained for audit and tracking purposes.

Procedure

To complete an area access review from the Dashboard page:
  1. Click Dashboard > My tasks .
  2. In the My tasks list, click the area that you require.
    My tasks list in Genetec ClearID™ with an area access review highlighted.
  3. Click Continue review.
  4. In the Summary section of the area access review, check the summary details.
    Summary section of an area access review in ClearID.
    1. Click to see the reviewer details.
    2. (Optional) Click Close and continue later to pause the review for a later time.
    3. Click Next to continue to the next section of the access review wizard.
  5. In the Access section of the access review, review the access.
    Access section of an area access review in ClearID.
    1. Click Keep access () to confirm that access is still valid.
      Tip: Use Approve all remaining to speed up approval process when the list is long, then remove any access that is no longer required.
    2. Click Remove access () to remove access that is no longer required.
    3. (Optional) Select Show already reviewed to go back and make modifications.
    4. Click Next to continue to the next section of the access review wizard.
  6. In the Review section of the access review, verify that the review details are correct.
    Review section of an area access review in ClearID.
    1. In the Additional notes section, add any notes that you require.
    2. Before you click Complete, review the changes summary immediately after the Additional notes section.
      The changes summary displays information about any identity or role changes that will occur when you click Complete.
    3. (Optional) If any of the information looks incorrect, click Back to return to previous sections and modify your changes.
    4. If the Review section details are correct, click Complete.
To complete a role access review from the Dashboard page:
  1. Click Dashboard > My tasks .
  2. In the My tasks list, click the role that you require.
    My tasks list in ClearID with a role access review highlighted.
  3. Click Continue review.
  4. In the Summary section of the role access review, review the summary details.
    Summary section of a role access review in ClearID.
    1. Click to see the reviewer details.
    2. (Optional) Click Close and continue later to pause the review for a later time.
    3. Click Next to continue to the next section of the access review wizard.
  5. In the Area access section of the role access review, review the access.
    Area access section of a role access review in ClearID.
    1. Click Keep access () to confirm that access is still valid.
      Tip: Use Approve all remaining to speed up approval process when the list is long, then remove any access that is no longer required.
    2. Click Remove access () to remove access that is no longer required.
    3. (Optional) Select Show already reviewed to go back and make modifications.
    4. Click Next to continue to the next section of the access review wizard.
  6. In the Provisioning policy section of the role access review, confirm that the policies are still valid.
    Provisioning policy section of a role access review in ClearID.
    1. (Optional) Click view or edit the policy to open the Provisioning policy page to view or make changes to the policy.
    2. Click Approve policy () to confirm that policy is still valid.
    3. Click Next to continue to the next section of the access review wizard.
  7. In the Members section of the role access review, confirm that the members are still valid.
    Members section of a role access review in ClearID.
    1. Click Keep access () to confirm that access is still valid.
      Tip: Use Approve all remaining to speed up approval process when the list is long, then remove any access that is no longer required.
    2. Click Remove access () to remove access that is no longer required.
    3. (Optional) Select Show already reviewed to go back and make modifications.
    4. Click Next to continue to the next section of the access review wizard.
  8. In the Review section of the role access review, verify that the review details are correct.
    Review section of a role access review in ClearID.
    1. In the Additional notes section, add any notes that you require.
    2. Before you click Complete, review the changes summary immediately after the Additional notes section.
    3. (Optional) If any of the information looks incorrect, click Back to return to previous sections and modify your changes.
    4. If the Review section details are correct, click Complete.

After you finish

Generating an access review summary