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Managing visitors
Learn how to manage visit requests and access requests.
QR codes as a credential for visitors
Genetec ClearID™ can use QR codes as a credential for visitors to simplify access to parking entrance barriers, turnstiles, or gated facilities.
Enabling QR code credentials for visitors
To automatically create a QR code credential for visitors when a visit request is created, you must enable QR code credentials for visitors.

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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.
- Inviting visitors
  To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.
- Reviewing visit events
  Area owners, security, and reception can review current or upcoming visits or events for their areas. Visits can be requested for hosting other site employees, maintenance contractors, appointments, meetings, interviews, customer visits, business partner conferences, and so on.
- Copying a visit event
  You can copy a visit event to take advantage of reusable information in a recurring visit or visit events that include a large number of participants.
- Modifying visit events
  From time to time, you might want to modify a visit event to change the event details, or to add or remove visitors or hosts. Updating the visit event details ensures that your visitors are always kept up to date following any changes to an upcoming event.
- Approving visit event requests
  To modify or approve visit requests, Visit event approvers must review the pending approvals and then decide which requests to approve.
- 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
  You can view a visitors report for any current or upcoming visits, or visits that occurred in the past. The report results are specific to a site, and can be filtered using event requester, expected arrival, and watchlist status.
- QR codes as a credential for visitors
  Genetec ClearID™ can use QR codes as a credential for visitors to simplify access to parking entrance barriers, turnstiles, or gated facilities.
  - Importing a custom card format (QR code credential) in Synergis
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure Synergis™ to support the ClearID QR code custom card format. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Enabling QR code credentials for visitors
    To automatically create a QR code credential for visitors when a visit request is created, you must enable QR code credentials for visitors.
  - Configuring Qscan devices for ClearID
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure your Qscan devices to support the custom card format (QR code credential) used in ClearID. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Configuring STid devices for ClearID
    Before you can use QR codes as a credential in Genetec ClearID™, you must configure your STid devices to support the QR code custom card format used in ClearID. A QR code can then be used as a credential to access parking entrances, turnstiles, or gated facilities.
  - Automating visitor access and check-in using a macro
    You can configure a Security Center macro to automatically check in and grant access to visitors at specified parking entrances or gated facilities. The macro can be used for visitors who need access to a parking entrance or gated facility before they can check in or at locations without self-service kiosks.
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.
ClearID Self-Service Kiosk
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

Enabling QR code credentials for visitors

2022-11-28

To automatically create a QR code credential for visitors when a visit request is created, you must enable QR code credentials for visitors.

Before you begin

Important: Make sure that the custom card format (QR code) is imported and available in the Security Center that your site is connected to.

What you should know

Only site owners or account administrators can enable the QR code credentials for visitors.

When a QR code is automatically created for a visitor, the visitor is created in an inactive state, and the visitor credential contains an automatically generated QR code. The QR code in the credential matches exactly the QR code in the visitor confirmation email.
The visitor credential is active at this point, but the QR code is not usable, because the visitor is not checked in yet. When the visitor check-in occurs, the QR code is valid until the visitor checks-out, or the end of the day for the scheduled visit.

For example, QR code credentials for visitors could be used to automatically grant access to a turnstile after check-in.

Procedure

Click Organization > Sites .
Search for and select a site.
Click Visitor management to configure the visitor management options for a site.
In the Advanced section, select Automatically create QR code credentials for visitors.
Click Save.

The next time a visitor is invited to the site, ClearID automatically creates a QR code credential for the visitor. The QR code is included in the visitor confirmation email.

Example Visitor confirmation email notification.

After you finish

Perform a visitor invite and check-in test, to validate that QR code credentials are automatically created for visitors.

Tip: You can perform a visitor search in the Visitor management task in Security Desk, then edit the credential to check the visitors' Credential information, Credential type, and Status.

Credential information in Security Desk with Card format, Credential Type, and status highlighted.