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ClearID plugin
Learn how to download and install the plugin.
Connecting Security Center to ClearID
Before you can connect the Genetec ClearID™ plugin role to your ClearID account, you must add your ClearID system and download an activation file. This activation file is then used to connect your Security Center system to the ClearID web application.
Reviewing cardholders and identities information
To ensure that cardholders are correctly associated with their corresponding identities in Genetec ClearID™ when systems are added, check that all cardholders have a valid business email address.

About ClearID
Learn about the ClearID self-service physical access management solution.
What's new
Check out what's new in the latest update to ClearID.
Deployment preparation
Check your compatibility and deployment requirements.
ClearID plugin
Learn how to download and install the plugin.
- About ClearID plugin for Security Center
  The Genetec ClearID™ Plugin integrates Genetec ClearID™ with Security Center and connects Synergis™ and ClearID cloud services. Any actions performed in ClearID are automatically synchronized with Synergis.
- About cardholder and identity relationships
  Depending on the type of systems you want to integrate in Genetec ClearID™, you can choose to manage your cardholder and credentials manually or use ClearID to manage them automatically.
- Downloading and installing the plugin
  To integrate Genetec ClearID™ web application into Security Center, you must install the ClearID plugin on a Security Center server and on all client workstations.
- Creating the plugin role
  Before you can configure and use the Genetec ClearID™ plugin, you must create the plugin role in Config Tool.
- Connecting Security Center to ClearID
  Before you can connect the Genetec ClearID™ plugin role to your ClearID account, you must add your ClearID system and download an activation file. This activation file is then used to connect your Security Center system to the ClearID web application.
  - Reviewing cardholders and identities information
    To ensure that cardholders are correctly associated with their corresponding identities in Genetec ClearID™ when systems are added, check that all cardholders have a valid business email address.
  - Adding a system
    Before you can connect the Genetec ClearID™ plugin role to your ClearID account, you must add your Security Center systems to ClearID.
  - Downloading an activation file
    Before you can connect the Genetec ClearID™ plugin role to your ClearID account, you must download an activation file. This activation file is then used to connect your Security Center system to the ClearID web application.
  - Configuring connection settings
    To configure connection settings, you must load a previously downloaded activation file. This activation file is then used to connect your Security Center system to the Genetec ClearID™ web application.
- Granting user privileges
  To allow users to access the Genetec ClearID™ plugin features and tasks, you must grant them the correct user privileges in Security Center.
- About ClearID system states
  When you create or configure a Genetec ClearID™ system, the system goes through different states before being online or active. You can see the real-time status of ClearID systems on the Systems page.
- About custom fields
  A custom field is a user-defined property that is associated with an entity type and is used to store additional information that is useful to your organization.
Managing identities and users
Learn how to manage identities and users.
Managing sites
Learn how to manage sites.
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
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

Reviewing cardholders and identities information

2022-08-31

To ensure that cardholders are correctly associated with their corresponding identities in Genetec ClearID™ when systems are added, check that all cardholders have a valid business email address.

Before you begin

Learn about cardholder and identity relationships.

What you should know

This procedure is only applicable when you are setting up ClearID with an existing Synergis™ system that contains cardholders.

All existing cardholders in Security Center require a valid business email address before they can be associated with their corresponding identities in ClearID.
If all cardholders are created by ClearID, then the GUID is used to associate the cardholders with their corresponding identities automatically.

Procedure

To review identities in ClearID:

From the Home page, click Organization > Identities .
Click an identity in the list to see the identity details.
The following example shows a ClearID identity:

To review cardholders associated with a ClearID identity:

From the Home page, click Organization > Identities .
Click an identity in the list to see the identity details.
Click Access control.
A list of Security Center cardholders associated with a ClearID identity is displayed in the Associated cardholders section.

After you finish

Add your systems.