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Managing areas
Learn how to manage areas.
Creating areas
In Genetec ClearID™, an area is a logical entity that defines the relationship between Synergis™ doors and area owners. Areas are created by Account administrators or Site owners and are managed by the designated Area owner. The owner defines policies, assigns managers, controls access, and approves or denies requests. Each area is also associated with a Security Center system.
Creating exceptions to the access request approval workflow
In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.

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Managing areas
Learn how to manage areas.
- 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 created by Account administrators or Site owners and are managed by the designated Area owner. The owner defines policies, assigns managers, controls access, and approves or denies requests. Each area is also associated with a Security Center system.
  - Adding doors to areas
    Before you can submit access requests or invite visitors, you must add the doors in your areas to the associated areas created in Security Center by Genetec ClearID™.
  - Enabling visitor management for areas
    Before visitors can request an area visit, an Area owner or Site owner must configure the visitor management settings for the area.
  - About nested areas
    In Security Center, nested areas can be used to logically group areas so that access can be automatically granted to people for associated nested areas when access is requested in Genetec ClearID™ for one of the nested areas.
  - Granting access to areas automatically
    To automatically grant people access to logically grouped areas, you can create nested areas for Genetec ClearID™ in Security Center.
  - Creating exceptions to the access request approval workflow
    In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.
- Adding area owners and managers
  Before you can define policies for an area, assign area managers, or approve or deny access requests for an area, you must add your area owners and managers.
- Adding schedules to an area
  Before you can grant people access to an area, you must add schedules to your areas. Schedules define time constraints that can be applied to a multitude of situations in the system.
- Configuring access request documents for areas
  For extra security, Site owners and Area owners can require that employees upload documents when requesting access to an area. These may include copies of driver’s licenses, certifications, and so on.
- Granting access to an area
  To grant people access to an area, you must add identities or roles to an area and schedule access to specific people or roles.
- 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 manager, or site owner. Reviews are performed one area at a time.
- Approving or rejecting area access requests
  To manage area access requests, an Area owner, Area manager, a Role manager, or a Supervisor must review the pending approvals. They can then decide which requests to approve.
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Glossary

Creating exceptions to the access request approval workflow

2026-02-16

In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.

Before you begin

Create an area and define its access request approval workflow.

What you should know

Every access request for an area must go through the approval process defined by that area's workflow.
Certain roles or users (like VIPs, Upper Management, or supervisors requesting for team members) can bypass the approval steps and have their requests auto-approved.
Only a Site owner or Area owner has the permission to set these approval exceptions.

Procedure

In the Genetec ClearID™ web portal, click Organization > Site > Area > General .
Under Access request approval workflow settings, select the roles that can bypass approval:
Note:
If the request approval workflow is set to Automatic approval, the Access request approval workflow settings section is hidden.
- Site owner
- Area manager
- Area owner
- Supervisor of the request recipient
- Role manager of the request recipient
- Role owner of the request recipient
- An active member of an selected role
Click Save.