Requesting identities

2022-07-18Last updated

You can use the Genetec ClearID™ self-service portal to request an individual identity, or to request multiple identities using a CSV import. Using the self-service portal with optional approver workflow simplifies the approval process by only notifying the specified approvers.

Before you begin

What you should know

Anyone with the required permission can submit an identity request.
Note: In the past, most access control solutions would typically not track or record why an identity was required.
In ClearID the identity request includes: who requested the identity, when, and the reason for the identity request.
  • Separate identity requests and approval workflows are created for each identity requested.
  • After the request summary is confirmed, it is automatically assigned to the right individuals for approval.
  • After the approval process occurs, the requester receives an email notifying them whether the identity request was approved or rejected.

Procedure

  1. Log on to the self-service portal.
  2. Click Dashboard.
  3. Click New request.
    New request dialog in ClearID showing the request access, request an identity, request multiple identities, and invite visitors options.
  4. In the New request dialog, do one of the following:
  5. Click Finish.

After you finish

Depending on the identity template that you selected, your identity requests are either approved automatically or approvers review identity requests and approve (or reject) as required.