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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 created by Account administrators or Site owners and are managed by the designated Area owner. The owner defines policies, assigns managers, controls access, and approves or denies requests. Each area is also associated with a Security Center system.
Granting access to areas automatically
To automatically grant people access to logically grouped areas, you can create nested areas for Genetec ClearID™ in Security Center.

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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 created by Account administrators or Site owners and are managed by the designated Area owner. The owner defines policies, assigns managers, controls access, and approves or denies requests. Each area is also associated with a Security Center system.
  - 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 created in Security Center by Genetec ClearID™.
  - Enabling visitor management for areas
    Before visitors can request an area visit, an Area owner or Site owner must configure the visitor management settings for the 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 people access to logically grouped areas, you can create nested areas for Genetec ClearID™ in Security Center.
  - Creating exceptions to the access request approval workflow
    In Genetec ClearID™, an access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. To bypass the access request workflow for certain types of requests or roles, you can modify an area's access request approval workflow settings.
- Adding area owners and managers
  Before you can define policies for an area, assign area managers, or approve or deny access requests for an area, you must add your area owners and managers.
- Adding schedules to an area
  Before you can grant people access to an area, you must add schedules to your areas. Schedules define time constraints that can be applied to a multitude of situations in the system.
- Configuring access request documents for areas
  For extra security, Site owners and Area owners can require that employees upload documents when requesting access to an area. These may include copies of driver’s licenses, certifications, and so on.
- Granting access to an area
  To grant people access to an area, you must add identities or roles to an area and schedule access to specific people or roles.
- 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 manager, or site owner. Reviews are performed one area at a time.
- Approving or rejecting area access requests
  To manage area access requests, an Area owner, Area manager, a Role manager, or a Supervisor must review the pending approvals. They can then decide which requests to approve.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Role-based access control
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Glossary

Granting access to areas automatically

2026-01-29

To automatically grant people access to logically grouped areas, you can create nested areas for Genetec ClearID™ in Security Center.

Before you begin

Create the areas that you require.
Learn about nested areas.
Plan how areas should be grouped before configuration.

What you should know

Only a Security Center administrator or system integrator can configure or map the nested areas.
If you change the schedule for any nested area, you must reconfigure the access rules.
Nest areas using Access rules options in the Relationships section of the Area page to inherit the required access.
You can create nested areas to add access rules relationships for up to three logically associated areas. More than three areas nested together is not recommended.
When an access request is received for an area that is part of a group of areas, access is automatically granted based on the relationships defined for the areas.

Procedure

From the Config Tool homepage, open the Area view task.
Click an area in the entity tree.
In the Identity tab Relationships section, double-click Access rules.
1. Click Insert an item () and select the access rules with the required schedules.
  
  In this example, anyone who has access to the Server Room is also automatically granted access to the 2nd floor.
2. Repeat the previous actions to grant access to any other areas needed.
(Optional) To only display access rules in the entity list, click Entity type, select the Access rule checkbox, and click Search.
Click Apply.