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Configuring access request documents for areas
For areas with extra security measures or requirements, Site owners and Area owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.

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- About areas
  In Genetec ClearID™, an area is a logical entity that defines the relationship between Synergis™ doors and area owners. Areas are managed by the area owner.
- Creating areas
  In Genetec ClearID™, an area is a logical entity that defines the relationship between Synergis™ doors and area owners. Areas are managed by the area owner.
- Adding area managers
  Area managers are composed of two distinct roles: area owners and area approvers. Before you can define policies for an area, assign area approvers, or approve or deny access requests for an area, you must add your area managers.
- Adding schedules to an area
  Before you can grant people access to an area, you must add schedules to your areas.
- Configuring access request documents for areas
  For areas with extra security measures or requirements, Site owners and Area owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.
- Granting access to an area
  To grant people access to an area, you must add identities or roles to an area and schedule access on a person-by-person or role-by-role basis.
- Reviewing area access
  To perform an audit or check who has access to an area, periodic reviews must be performed by an area owner, area approver, or site owner.
- Approving area access requests
  To approve area access requests, an Area owner, Area approver, or a Supervisor must review the pending approvals. They can then decide which requests to approve.
- Rejecting area access requests
  To reject area access requests, an Area owner, Area approver, or a Supervisor must review the pending approvals. They can then decide which requests to deny.
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Glossary

Configuring access request documents for areas

2025-04-16

For areas with extra security measures or requirements, Site owners and Area owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.

Before you begin

Familiarize yourself with access request workflows.

What you should know

As a Site owner, you can manage supporting document requirements for site-level access requests.
Site or area owners can configure more supporting document requirements at the area level.
You can configure up to 20 supporting document types per area.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Area > Access request settings .
(Site owner) Under Supporting document settings from site, select the radio button to choose whether or not the specific area inherits supporting document requirements configured at the site level:

Include site documents

Access requests use the supporting documents for the area in addition to any existing supporting document settings specified for the site.

Exclude site documents

Access requests only use the supporting documents for the area, excluding the supporting document settings for the site.

Note: Include site documents is selected by default for areas. Site owners can change these settings.
Under Define supporting documents for area, click Add area document.
1. In the Display name field, enter a name for the document type.
2. Select Show this field in access requests to display the document field in access requests.
  
  Tip: When the checkbox is cleared, the document type remains available in draft mode.
3. Choose whether or not uploading the document is mandatory when submitting an access request by clicking the Required or Optional radio button.
  
  Note: You can configure a combination of mandatory and optional document types to appear in a single access request.
Click Add.
(Optional) You can use the icons to modify or remove each document type:
1. Click to modify the configuration of a supporting document.
2. Click to remove a configured supporting document.