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Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Adding watchlists
Add individuals watchlists or companies watchlists so that you can screen visitors at an individual level or company level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
Exporting watchlist entries to a file
You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.

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Managing visitor watchlists
Learn how to manage visitor access using watchlists.
- About watchlists
  In Genetec ClearID™, watchlists are used to screen visitors at an individual or company level. You can configure the watchlist to perform allow, block, or notify actions at a site or global level.
- Adding watchlist managers
  In Genetec ClearID™, a watchlist manager is an identity that is responsible for watchlists. A watchlist manager can create or modify watchlists and add individuals or companies to a watchlist. They are also responsible for configuring watchlists as a site-specific watchlist or a global watchlist. Before you can add or modify watchlists or configure watchlist settings, you must add your watchlist managers.
- Adding watchlists
  Add individuals watchlists or companies watchlists so that you can screen visitors at an individual level or company level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
  - Adding an individuals watchlist entry
    Add one or more individuals watchlist entries so that you can screen visitors at an individual level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
  - Adding a companies watchlist entry
    Add one or more companies watchlist entries so that you can screen visitors at a company level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
  - Importing watchlist entries from a file
    To accelerate your watchlist configuration and setup, you can import your watchlist entries from a .CSV file. You can also download a sample .CSV file to help you prepare your watchlist entries file in the correct format.
  - Exporting watchlist entries to a file
    You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.
  - Testing watchlist entries
    To test new watchlist entries, you can enter the details of a person of interest or a company of interest to verify if there is a screening match.
  - Deleting watchlist entries
    A watchlist manager can delete individuals watchlist entries or companies watchlist entries that have become obsolete or are no longer required.
- Modifying watchlists
  After you add your watchlists, you can modify some of the watchlist settings. A watchlist manager can disable a watchlist, change the Name or Description, and change watchlist behavior.
- Deleting watchlists
  A watchlist manager can delete watchlists that have become obsolete or are no longer required. Or a watchlist might need to be deleted in situations where you need to change a site watchlist to a global watchlist or vice versa.
- Screening visitors manually
  To manually screen a visitor, you can enter the visitor details to check if there is a screening match. For example, testing a new watchlist to find watchlists that contain a person or company of interest, or to validate a new hire against an internal watchlist.
- Unblocking visitors blocked by a watchlist
  To unblock visitors incorrectly blocked by a watchlist, you can add the visitors email to an always allow list.
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Glossary

Exporting watchlist entries to a file

2021-05-28

You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.

Before you begin

Do one or more of the following:

What you should know

Only a watchlist manager can export watchlist entries.

Procedure

Click Organization > Watchlists .
Select a watchlist.
Click and click Export to file.

The file is exported as a .CSV file to your browsers default download location. By default the exported file is created using the name of your watchlist. For example, Individuals block list.csv.
Follow your browser prompts to complete downloading the exported file.

After you finish

(Optional) Manipulate the watchlist entry data as required.