Modifying an identity request

2022-04-25Last updated

To modify identity requests, a supervisor or identity approver must review the pending approvals and then decide which requests to modify.

Before you begin

Ensure that some identity requests have already been submitted.

What you should know

Only supervisors or identity approvers can modify identity requests.

Procedure

To modify an identity request:
  1. Click Dashboard > My tasks .
  2. From the Status list, filter the tasks that are displayed:
    Status
    Select a status from the following:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identity request awaiting approval to display additional details about the request.
    Identity request in Genetec ClearID™ showing identity request details.
  4. Review the identity request details for accuracy and completeness.
  5. To modify the identity request, click Edit and make any changes that are required.
    1. Click Save.
To modify multiple identities requested using a CSV import:
  1. Click Dashboard > My tasks .
  2. From the Status list, filter the tasks that are displayed:
    Status
    Select a status from the following:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identities request awaiting approval to display additional details about the request.
    Identities request in ClearID showing the requested identities tab listing the requested identities.
  4. (Optional) If you need to modify an identity, click View identity request details () on the row for the identity to review the details of that request.
    1. Review the identity request details for accuracy and completeness.
    2. Click Edit to make any changes that you require.
    3. Click Save.

After you finish

Approve your identity requests.