Approving identity requests

2025-10-28Last updated

To approve identity requests, a Supervisor or identity approver must review the pending approvals and then decide which requests to approve.

Procedure

To approve an identity request:
  1. Click Dashboard > My tasks .
  2. Use the Status filter to find your request:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identity request to view details.
    Identity request in Genetec ClearID™ showing individual identity request details including Edit, Deny, or Approve buttons.
    Note:
    The identity request options differ for requesters, supervisors, and approvers.
  4. Review the identity request details.
  5. Click Edit and make any required changes and click Save.
  6. If the request is not valid or contains incorrect information, click Deny, enter the reason, and click Confirm.
  7. If the request is valid and correct, click Approve.
  8. In the Reason for approval field, enter the reason for approval and click Confirm.
To approve identities imported using a CSV import:
  1. Click Dashboard > My tasks .
  2. In the My tasks list, click an identity request to view details.
    Multiple identities request in ClearID showing multiple identities request details including approve or deny icons and Cancel request or Save buttons.
    Note:
    The identity request options differ for requesters, supervisors, and approvers.
  3. Review the identity request details.
    1. If all the identities in the request are correct, click Approve all then click Save.
    2. If all the identities in the request are not correct, click Deny all then click Save.
  4. Click View identity request details () to modify an identity.
    1. Click Edit and make changes.
    2. Click Save.
  5. If the request is not valid or contains incorrect information, click Deny ().
    1. Enter the reason for denial and click Confirm.
  6. If the request is valid and correct, click Approve ().
    1. Click Save.
    2. Enter a reason for approval and click Confirm.
The identity request is now approved. The identity is created and, if applicable, inherits the role access to associated areas during the periods specified in their identity request.
Note:
(Optional) Additional communications might also be provided by your organization regarding where and how to retrieve a badge access card.

Example