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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.
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.

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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

Importing watchlist entries from a file

2022-06-14

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.

Before you begin

Prepare your watchlist entries in a .CSV file, ready for import.

What you should know

Only a watchlist manager can import watchlist entries.

You can import pre-existing watchlist entry data using a .CSV file from one or more of the following sources:

Sharepoint
Excel
Be on (the) look-out (BOLO) list - a watchlist term typically used in the field of policing.
No entry list
Deny entry list (DEL)

Procedure

Click Organization > Watchlists .
Select a watchlist.
Click and click Import from file.
(Optional) Click Download a sample CSV file to help you prepare a watchlist entries file in the correct format.

Note: The columns and entries in the sample CSV file (watchlist-sample.csv) can vary depending on the watchlist type (Individuals or Companies) you have selected when you download the sample.

Tip: Click the animation to view full size.
In the Import watchlist entries dialog, drag and drop a CSV file or click Browse to select a file.
Click Import file.

Note: The Processed rows field in the Import watchlist entries dialog indicates how many watchlist entries have been processed.

After you finish

Test your watchlist entries.