Granting access to an area

To grant people access to an area, you must add identities or roles to an area and schedule access to specific people or roles.

1. Click Organization > Areas .
2. Select an area from the list.
3. Click Access.
4. Filter access request types as needed:

   Identity access ()

   Show or hide identity access.

   Role access ()

   Show or hide role access.

   Visit request ()

   Show or hide visit requests.

5. Click Add access and in the Grant area access dialog box, select either Identities or Roles..
6. If you selected Identities, enter the following information:
   1. Search for an identity name and select an entity from the list.
   2. Search for or select the schedule that you require from the Schedule list.
      Some schedule examples include: Always, Weekdays, Weekend, 09:00-17:00, and so on.
   3. Configure the access period.
   4. (Optional) Enter a reason for the area access.
      For example, access required for a business partner conference, employee access required for a multi-week project, and so on.
   5. Click Finish.
7. If you selected Roles, enter the following information:
   1. Search for an identity name and select a role from the list.
   2. Search for or select the schedule that you require from the Schedule list.
      Some schedule examples include: Always, Weekdays, Weekend, 09:00-17:00, and so on.
   3. Configure the access period.
   4. (Optional) Enter a reason for the area access.
      For example, access required for a business partner conference, employee access required for a multi-week project, and so on.
   5. Click Finish.
8. (Optional) Click Remove () to revoke any access that is no longer required.