Creating areas

To manage access to a physical location, Account administrators and Site owners can create areas in Genetec ClearID™ and associate them with Synergis™ doors and a Security Center system. Area owners manage the areas by defining policies, assigning managers, controlling access, and approving or denying requests.

1. Click Organization > Areas .
2. Click Create area.
3. In the Site section, complete the following fields:

   Site

   Select the site to associate with the area.

   Access control system

   Prefilled based on the site. Changes in ClearID are synchronized back to Security Center using this access control system.

   If a warning message is displayed instead of the associated ACS information, click the link to return to the site configuration and enter the associated ACS information.

4. In the General section, complete the following fields:

   Name

   Enter an area name.

   Description

   Enter a description that indicates where the building or area is located.

   Tags

   Enter alternative keywords or categories to make the area easier to find.

5. Click Save.
   When the area is saved, ClearID automatically sends commands to the plugin to create the area in Security Center.
6. Modify the area's settings by selecting it from the Areas list:
   1. Click the Access request configuration tab.
   2. Modify the access request approval workflow settings:

      Automatic approval

      Approved using a role-based policy.

      Area manager or owner

      Manually approved by authorized Area managers or Area owners.

      Role manager or owner, or the identity's supervisors

      Area requests for roles are manually approved by Role managers or Role owners, and requests for identities are manually approved by Supervisors.

      Two-step approval: First, the role manager or owner (or the identity's supervisor), then the area manager or owner

      Area requests for roles are manually approved by Role managers or Role owners, and requests for identities are manually approved by Supervisors. Then, requests are manually approved by authorized Area managers or Area owners.

   3. Modify the access request visibility settings:

      Public

      Area is visible to all, and access requests are allowed (default).

      Private

      Area is private and should be hidden during access requests.

7. Click Save.