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Role-based access control
Learn about role-based access control.
About role membership request workflow
A role membership request workflow is a series of activities performed by the system or authorized people during the life cycle of a role membership request. The activities can change the state and properties of role membership requests, affect other entities in the system, or wait for a condition to be met.

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Role-based access control
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- About role-based access control
  Role-based access control uses identities with various attributes to automatically manage access control. Defining provisioning policies ensures that people in your organization always have up-to-date access permission levels. If an employee changes job title, department, or moves to a different site, the system automatically adjusts their access when their identity attributes are changed.
- Adding roles
  Before you can configure your role-based automatic access control policies, you must define your roles.
- Creating exceptions to the role membership request approval workflow
  In Genetec ClearID™, a role membership request workflow is a series of activities performed by the system or authorized people during the life cycle of a role membership request. To bypass the request workflow for certain types of requesters, you can modify a role's request approval workflow settings.
- Configuring role managers
  Role managers are composed of two distinct roles: role owners and role managers. Before you can define policies for a role or add or remove identities from a role, you must assign one or more employees as role managers.
- Configuring role-based access control policies
  To ensure that people in your organization always have up-to-date access permission levels, you can define provisioning policies that automatically assign people to specific roles based on their identity attributes. If an employee changes job title, department, or moves to a different site, the system automatically adjusts their access.
- Adding custom provisioning attributes to an identity
  When the default Genetec ClearID™ policy attributes do not meet your needs, you can manually assign custom provisioning attributes to an employees identity record. These attributes can then be used in a role-based access control policy.
- Adding role members
  To add role members who do not fit the default role-based provisioning policy criteria, you must add them manually.
- About role membership request workflow
  A role membership request workflow is a series of activities performed by the system or authorized people during the life cycle of a role membership request. The activities can change the state and properties of role membership requests, affect other entities in the system, or wait for a condition to be met.
- Requesting role membership
  To request role membership for yourself or another identity, you can use the Genetec ClearID™ self-service portal. By using a self-service portal with specified role owners, you can simplify the approval process and avoid delays from routing requests to the wrong approvers.
- Reviewing role membership requests
  To approve or deny a role membership request, a Role manager, a Role owner, or a Supervisor must review the pending approvals.
- About role activity report
  In Genetec ClearID™, a role activity report is an audit trail of all activities related to roles. The report includes timestamp information, activity type, who activity was performed by, and a details section including reason information.
- Viewing a role activity report
  As an Account administrator, Role manager, or Role owner, you can view an audit trail of role-related activities such as timestamp information, activity type, who performed the activity, and more.
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Glossary

About role membership request workflow

2025-10-03

A role membership request workflow is a series of activities performed by the system or authorized people during the life cycle of a role membership request. The activities can change the state and properties of role membership requests, affect other entities in the system, or wait for a condition to be met.

The workflow helps automate role membership request tasks, such as approving or rejecting requests, so that people involved in the review and approval process can focus on other tasks.

The following diagram illustrates the role membership request workflow that occurs in Genetec ClearID™ and Synergis™.

Example workflow outlining the lifecycle of a role membership request in ClearID.

¹Supervisor approval can be enabled for the role.

²Role manager or role owner approval can be enabled for the role.