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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 managed by the area owner.
Enabling visitor management for areas
Before visitors can request an area visit, you must configure the visitor management settings for your area.

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Managing identities and users
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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 managed by the area owner.
  - 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 that were automatically created in Security Center by Genetec ClearID™.
  - Enabling visitor management for areas
    Before visitors can request an area visit, you must configure the visitor management settings for your 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 access for people to logically grouped areas, you can create nested areas for Genetec ClearID™ in Security Center.
- Adding area managers
  Area managers are composed of two distinct roles: area owners and area approvers. Before you can define policies for an area, assign area approvers, or approve or deny access requests for an area, you must add your area managers.
- Adding schedules to an area
  Before you can grant people access to an area, you must add schedules to your areas.
- Granting access to an area
  To grant people access to an area, you must add identities or roles to an area and schedule access on a person-by-person or role-by-role basis.
- 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 approver, or site owner.
- Approving area access requests
  To approve area access requests, an Area owner, Area approver, or a Supervisor must review the pending approvals. They can then decide which requests to approve.
- Rejecting area access requests
  To reject area access requests, an Area owner, Area approver, or a Supervisor must review the pending approvals. They can then decide which requests to deny.
Managing visitors
Learn how to manage visit requests and access requests.
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 visitor management for areas

2024-06-03

Before visitors can request an area visit, you must configure the visitor management settings for your area.

Before you begin

Create your areas.

What you should know

Visitor management for areas is off by default.
Only area owners or a site owners can enable visitor management for areas in Genetec ClearID™.
The options displayed when a visit request is created vary depending on the users requesting access and also the settings that you configure here.

Procedure

Click Organization > Areas .
From the Areas list, select an area.
Under the Visitor management tab, configure the following options:

Basic settings

Select the Enable visitor management for this area option to enable visitor management for this area.

Area name displayed to visitors

Enter the area name that you want displayed in email notifications sent to visitors.

Automatically add this area when creating visit requests

If you select this option, all guests in your visit request are automatically granted access to the requested area.

Advanced settings

If you want to define guest access in your visit request, then specify the required approvers:

Visitor approval

Choose the approvers for visitor access from the following options:

Automatically approve visitors

Automatically approve access requests for this area.

Use the area approvers

Only area approvers can approve or deny access requests for this area.

Define visit approvers

Only people in the Visit approvers list can approve or deny access requests for this area.
Click Save.

Visitor management is enabled for the area.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.

After you finish

Access requests or visit requests can now be submitted for this area.