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Configuring access request documents for sites
For sites with extra security measures or requirements, Site 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 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.
- Configuring access request documents for sites
  For sites with extra security measures or requirements, Site owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.
- Customizing email notifications for sites
  To communicate specific requirements with email recipients, Account administrators and Site owners can customize the header and footer text of email notifications sent out by Genetec ClearID™.
- 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 Failure to set an expiration could result in reviewers reviewing outdated information.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.
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Glossary

Configuring access request documents for sites

2025-04-16

For sites with extra security measures or requirements, Site 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

You must be a Site owner to configure mandatory or optional supporting documents for access requests at the site level.
You can configure up to 20 supporting document types per site.

Important: All areas inherit supporting documents configured at the site level. If needed, site owners can remove site level supporting document configurations from an area by accessing area access request settings.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Access configurations .
Under Define supporting documents for site, click Add site 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 for the site.
  
  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 modify or remove each document type:
1. Click to modify the configuration of a supporting document.
2. Click to remove a configured supporting document.