Requesting access

To request access for yourself, another identity, or a team member, you can use the Genetec ClearID™ self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.

1. Log on to the self-service portal.
2. Click Dashboard > My requests .
3. Click New request.
4. In the New request dialog, click Request access.

   

5. In the Who section of the New access request dialog, click an option to choose who needs access:

   

   1. (Optional) If you selected Me, the New access request wizard is automatically updated to include the information of the currently logged in user.
   2. (Optional) If you selected A role, search for or select a role from the list.
      The New access request wizard is updated to include the information of the selected role.

      Important: Only a role owner or role manager can view and request access for roles. They can only request access for the roles that they manage.
   3. (Optional) If you selected Someone else, search for or select an individual from the list.
      The New access request wizard is updated to include the information of the selected individual.
   Note: A supervisor or team leader can request access for someone in their team, group, or department.
6. In the Where section of the New access request dialog, select a site from the site list.

   

   1. Search for or select one or more areas and click Next.

      

      Note: Only areas created with Public visibility are shown in this list.
7. In the Schedules section of the New access request dialog, select the schedule that you require for each area.
   
8. In the When section of the New access request dialog, enter the dates that you require or select them using the calendar picker.
   Important: If a site access duration has been enabled for your site, you are unable to select a duration that exceeds the maximum limit specified in the site access configuration.

   

   1. Enter the reason for the access request and click Next.
      Note: The Reason for request is a required field and the reason is stored for access review audit purposes.
9. Review the request summary.
   
   1. If changes are required, click Back and modify the settings.
   2. If the information is correct, click Request access to submit the access request.
   3. Click Finish to return to My requests.

Your access request has been submitted and is waiting for the required approvals. Depending on your setup, the request is either automatically approved or waiting for the required approvals. In some situations, the access request might also be manually or automatically canceled or rejected.