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Managing visitors
Learn how to manage visit requests and access requests.
Inviting visitors
To invite one or more guests for a site visit or event, use the 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.

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Managing visitors
Learn how to manage visit requests and access requests.
- About visit request workflow
  A visit request workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request. The activities can change the state and properties of visit requests, affect other entities in the system, or wait for conditions to be met.
- About visit request watchlist workflow
  A watchlist workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request if watchlists are enabled. The activities can change the state and properties of watchlists, affect other entities in the system, or wait for conditions to be met.
- Inviting visitors
  To invite one or more guests for a site visit or event, use the 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.
  - Inviting visitors manually
    If you have fewer than five visitors to invite to your event, you can add your visitors manually.
  - Inviting visitors using a CSV import
    If you have more than five visitors to invite to your event, you can use a CSV file import to populate your visitor list.
  - SMS alerts
    In Genetec ClearID™, SMS alerts are used in the visit event wizard to automatically send notifications to visitor hosts to inform them when visitors check-in.
- Reviewing visit events
  Area owners, security, and reception can review current or upcoming visits or events for their areas. Visits can be requested for hosting other site employees, maintenance contractors, appointments, meetings, interviews, customer visits, business partner conferences, and so on.
- Copying a visit event
  You can copy a visit event to take advantage of reusable information in a recurring visit or visit events that include a large number of participants.
- Modifying visit events
  From time to time, you might want to modify a visit event to change the event details, or to add or remove visitors or hosts. Updating the visit event details ensures that your visitors are always kept up to date following any changes to an upcoming event.
- Approving visit event requests
  To modify or approve visit requests, Visit event approvers must review the pending approvals and then decide which requests to approve.
- About visitors report
  In Genetec ClearID™, a visitors report is a list of current or upcoming visits, or visits that occurred in the past for a specific site. The report includes information about visitor name, event requester, event name, expected arrival, check-in, check-out, and watchlist status.
- Viewing a visitors report
  You can view a visitors report for any current or upcoming visits, or visits that occurred in the past. The report results are specific to a site, and can be filtered using event requester, expected arrival, and watchlist status.
- QR codes as a credential for visitors
  Genetec ClearID™ can use QR codes as a credential for visitors to simplify access to parking entrance barriers, turnstiles, or gated facilities.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Role-based access control
Learn about role-based access control.
Connecting to other systems
Learn how to connect ClearID to other systems.
ClearID Self-Service Kiosk
Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
Troubleshooting
Troubleshoot common issues that can occur.
Additional resources
Need tech support or product information? Check out these resources.
Glossary

Inviting visitors

2023-11-02

To invite one or more guests for a site visit or event, use the 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.

Before you begin

What you should know

You can add visitors individually or import a large list of visitors using a CSV file.

If you have fewer than five visitors to invite, add your visitors individually.
If you have more than five visitors to invite, prepare a CSV file to import your visitor list.

If your identity home site is configured, you are automatically granted access to invite visitors to that site only if the site visitor management options have been configured to allow people to invite visitors.
The options displayed when creating a visitor invite can vary depending on the site settings and settings configured for visitor management.

Note: Mandatory fields are highlighted in the user interface with an asterisk (*).

Procedure

Log on to the self-service portal.
Do one of the following:
- Click Dashboard > My requests > New request > Invite visitors .
- Click Dashboard > Visits > New visit event .
In the New visit event wizard, follow the prompts to complete the wizard for one of the following situations:
- Invite visitors manually
- Invite visitors using a CSV import
Click Finish.

Your visit request has been submitted and is waiting for the required approvals.

Example

After you finish

Confirm whether the request was approved or rejected:

Check your email for a Visit approved email.
Check My requests in Genetec ClearID™.