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Viewing a site and area owners report
You can view a site and area owners report to get a global view of all identities and their permissions.

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Managing identities and users
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Managing sites
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- About sites
  In Genetec ClearID™, a site is a logical entity. Sites include one or more areas. Each site and area can have a different owner.
- Creating sites
  Before you can configure your areas in Genetec ClearID™, you must create the sites that you want to associate your areas with.
- Modifying sites
  After you add your sites, you can modify the settings of each site individually. An Account administrator or Site owner can modify the Site owners, site properties, and change visitor management options for the site.
- Setting a maximum duration for site access
  To enforce a limit for identities with temporary access, you can set a site access duration. When the maximum duration limit is reached, their access expires.
- About access reviews
  An access review is the process of performing an access review for an area, role, or identity to confirm that the access is still required and valid. To ensure security compliance and audit readiness you can schedule your access reviews to occur automatically.
- Setting up automatic expiration for access reviews
  To ensure that reviewers only review current access information, you can specify an expiration period for access reviews. Failure to set an expiration could result in reviewers reviewing outdated information.
- Setting up area access reviews
  To ensure security compliance and audit readiness, you can set up area access reviews to occur at scheduled intervals. You can also start an area access review manually if required.
- Setting up identity access reviews
  To ensure security compliance and audit readiness, you can set up identity access reviews to occur at scheduled intervals.
- Modifying access reviews
  After you have set up and scheduled your area or identity access reviews, you can modify or delete them if required.
- About access reviews report
  In Genetec ClearID™, an access reviews report is a list of access reviews. The report includes information about area, role, or identity access reviews and the current review status (not started, started, in progress, completed, or expired).
- Checking the status of access reviews
  A site manager or owner is responsible for checking the status of access reviews to ensure that the organization is security-compliant, audit ready, and that the review processes occurs on time. A supervisor can also check the status of identity access reviews for their direct reports.
- Completing an area access review (site owner)
  To ensure security compliance or audit readiness you can perform access reviews to check who has access to an area or role. These periodic reviews are completed by a site owner.
- Completing an area access review (area approver or role manager)
  To ensure security compliance or audit readiness you can perform access reviews to check who has access to an area or role. These periodic reviews are completed by an area approver or role manager.
- Completing an identity access review (supervisor)
  To ensure security compliance or audit readiness you can perform identity access reviews to check your direct reports areas and roles access. These periodic reviews are completed by a supervisor.
- Generating an access review summary
  You can generate an access review summary for any completed access review to share with an auditor or other members of your organization.
- About access requests report
  In Genetec ClearID™, an access requests report is a list of access requests for a specific site. The report includes information about the access request date, area requested, status, requested by, requested for, and period of access.
- Checking the status of access requests
  As Area owners and Site owners you can check the status of access requests at the site level for areas associated with a specific site. Using the Access request report, you can ensure that the organization is security-compliant, audit ready, and that the requests are processed in a timely fashion.
- About site activity report
  In Genetec ClearID™, a site activity report is an audit trail of activities or events for a specific site. The report includes timestamp information, activity type, area, who activity was performed by, and a details section including reason information.
- Viewing a site activity report
  You can view a site activity report to review an audit trail of activities or events for a specific site.
- About site and area owners report
  In Genetec ClearID™, a site and area owners report is a list that provides a global view of all identities and their permissions. Only identities who are a site owner, area approver, area owner, or watchlist manager are displayed in this report. The report includes site, area, identity, permissions, delegated from, identity status, and web portal access information.
- Viewing a site and area owners report
  You can view a site and area owners report to get a global view of all identities and their permissions.
Managing areas
Learn how to manage areas.
Managing visitors
Learn how to manage visit requests and access requests.
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
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ClearID Self-Service Kiosk
Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
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Glossary

Viewing a site and area owners report

2023-08-31

You can view a site and area owners report to get a global view of all identities and their permissions.

Before you begin

Ensure that you have assigned identities for the following:

What you should know

Only an account administrator or site owner can view a Site and area owners report to review all identities and their permissions. When the report is used by a site owner, only information about their own sites is shown.

Procedure

From the homepage, click Reports > Site and Area owners report .
In the Site and area owners report page, select the filters that you require.
1. In the Site column, click to filter the results by site.
2. In the Area column, click to filter the results by area.
3. In the Identity column, click to open a search dialog and filter the results by an identity.
4. In the Permissions column, click to filter the results by permission type.
5. In the Delegated from column, click to open a search dialog and filter the results by a person delegating tasks.
6. In the Identity status column, click to filter the results by identity status.
7. In the Web portal access column, click to filter the results by web portal access.
Click Download CSV, to download a copy of the site and area owners report in CSV format. This report format can be used for auditing purposes, to keep a physical copy, to attach to an audit request, to review offline, or to manipulate or consolidate data in a spreadsheet for other audiences.
1. Follow your browser prompts to complete downloading the exported file.
  The file is exported as a .CSV file to the default download location for your browser. By default the exported file is created using the report name and download date. For example, SiteAreaOwners_2022-02-14.csv.
  Note: The columns and entries in the CSV file can vary depending on the filters you have selected when you download the report.
(Optional) Click to reset filter selections.