Screening visitors manually

2026-05-06Last updated

To proactively check for watchlist matches, test new lists, or validate new hires, Watchlist managers and Account administrators can manually screen visitors in Genetec ClearID™.

What you should know

Only Watchlist managers or Account administrators can manually screen visitors for the following:
  • Checking watchlists containing persons of interest.
  • Validating a new hire against an internal individuals watchlist or companies watchlist.
  • Screening matches only occur when the following applies:
  • Individuals: There is a first name and last name match, first name and last name alias match, or email address match.
  • Companies: There is a company name, company domain, or email address domain match.
If security or reception need to manually screen visitors, the Watchlist manager permission must be added to their identity.

Procedure

  1. Click Organization > Watchlists .
  2. Click Manual screening.
  3. In the Screening criteria dialog, enter the information of the visitor that you want to manually screen.

    The date of birth information is useful additional information when a visitor check-in matches multiple people with the same name. It can be used to validate identity and eliminate duplicate or false-positive matches.

  4. Click Screen.
    Matching entries for individuals or companies are shown in the Matching entries list in the Screening Criteria dialog.
  5. (Optional) Select a matching entry to view full details for the individual or company.
  6. Click Cancel to exit the Screening Criteria dialog.