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Managing visitors
Learn how to manage visit requests and access requests.
About visit profiles
To tailor visitor management settings for various scenarios within a single location, Site owners can configure visit profiles in Genetec ClearID™.
Modifying visit type configurations
To establish the types of visits that can take place at your site and the areas visitors can access, site owners can configure the visit type configurations for each visit profile.

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
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Account configuration
Learn how to configure and customize the ClearID portal.
ClearID plugin
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Managing identities and users
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Credential synchronization
Managing sites
Learn how to manage sites.
Managing visitors
Learn how to manage visit requests and access requests.
- About visit request workflow
  A visit request workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request. The activities can change the state and properties of visit requests, affect other entities in the system, or wait for conditions to be met.
- About visit request watchlist workflow
  A watchlist workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request if watchlists are enabled. The activities can change the state and properties of watchlists, affect other entities in the system, or wait for conditions to be met.
- About visit profiles
  To tailor visitor management settings for various scenarios within a single location, Site owners can configure visit profiles in Genetec ClearID™.
  - Adding a new visit profile
    To establish rules, approval workflows, and required information for different visitors, Site owners can add visit profiles to their sites in Genetec ClearID™.
  - Modifying visit type configurations
    To establish the types of visits that can take place at your site and the areas visitors can access, site owners can configure the visit type configurations for each visit profile.
  - Configuring planned and walk-in visits
    To establish the rules, approval workflows, and required information for inviting guests to a location, Site owners can configure planned and walk-in visits in Genetec ClearID™.
  - Configuring visitor check-in photo settings
    To manage visitor privacy and adhere to data retention policies, Site owners can configure photo-taking and storage settings for the Genetec ClearID™ Self-Service Kiosk.
  - Configuring visitor badge settings
    To allow guests to replace lost or damaged temporary badges and to customize labels that identify visitor types, Site owners can configure visitor badge settings in Genetec ClearID™.
  - Configuring access control settings (visit profiles)
    To set the parameters for visitor access to sites, Site owners can configure access control settings for visit profiles in Genetec ClearID™.
  - Configuring visitor compliance document settings
    To require guests to sign non-disclosure agreements or legal waivers during check-in, Account administrators or Site owners can configure visitor compliance document settings in Genetec ClearID™.
- About visitor invitations
  Visitor invitations in Genetec ClearID™ let you invite guests for a visit or event using the self-service portal. Depending on your visitor management settings, you can invite visitors manually or import them in bulk from a CSV file.
- Reviewing visit events
  To monitor visitor activity for their areas, Area owners, security, and reception can review and filter current, upcoming, or past visit events in Genetec ClearID™.
- About visit event logs
  Visit event logs in Genetec ClearID™ provide records of visitor and operator actions during visit events. Account administrators, Site owners, requesters, and hosts can use these logs to audit check-in activity and identify invited guests who did not check in.
- Viewing visit event logs
  To audit operator and visitor actions on check-in devices and review absent attendees, you can export visit event logs as CSV files in Genetec ClearID™.
- Copying a visit event
  To quickly create similar visits, you can copy a visit event and reuse details for recurring visits or events with many participants.
- Modifying visit events
  To keep attendees informed before a visit event begins, you can modify visit event details, visitors, and hosts in Genetec ClearID™.
- Approving visit event requests
  To decide which pending visit event requests to approve, Visit event approvers can review request details and approve valid requests in Genetec ClearID™.
- Adding visit events to your calendar
  To track upcoming visits and simplify check-in, hosts and visitors can add Genetec ClearID™ visit events to their calendars using the ICS file in the confirmation email.
- About visitors report
  In Genetec ClearID™, a visitors report is a list of current or upcoming visits, or visits that occurred in the past for a specific site. The report includes information about visitor name, event requester, event name, expected arrival, check-in, check-out, and watchlist status.
- Viewing a visitors report
  To review visitor activity for a specific site, Site owners and Watchlist managers can view current, upcoming, or past visits and filter results by requester, expected arrival, or watchlist status.
- QR codes as a credential for visitors
  To simplify access to parking entrance barriers, turnstiles, or gated facilities, Genetec ClearID™ can use QR codes as a credential for visitors.
Managing areas
Learn how to manage areas.
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.
Visitor management devices
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

Modifying visit type configurations

2026-05-05

To establish the types of visits that can take place at your site and the areas visitors can access, site owners can configure the visit type configurations for each visit profile.

Before you begin

Ensure that your site has at least one visit profile.

What you should know

Genetec ClearID™ adds a default visit profile to all systems with visitor management previously enabled for sites. This profile can't be deleted.
If you only need one visit profile, you can configure the default profile and update its name.
Sites without configured visit profiles have visitor management disabled.
Sites must have at least one pre-authorized area to enable walk-in visits.

Procedure

Select a pre-authorized area from the list.
Selecting at least one pre-authorized area enables walk-in visits for the site.
Select Planned visits to make the visit profile available during visit event creation in the web portal.
Select Walk-in visits to make the visit profile available on the Self-Service Kiosk as a walk-in option.
Click Save.

After you finish

Configure the rules, approval workflows, and required information for planned and walk-in visits.