Requesting an identity

You can use the Genetec ClearID™ self-service portal to request an identity. This request adds someone (as an identity) that does not currently exist in the system. Using the self-service portal with an optional approver workflow simplifies the approval process by only notifying the specified approvers.

1. Log on to the self-service portal.
2. Click Dashboard.
3. Click New request.
4. In the New request dialog, click Request an identity.
5. In the wizard, select a template from the Identity template list and click Next.
6. In the General information section, complete the fields.
   Tip:

   You can click Save as draft to resume work later, or delete requests from the My requests page in the dashboard.
7. (Optional) In the Web portal access section, enable Grant user access to the web portal and enter a valid email as username.
   Note:

   The Grant user access to the web portal slider is disabled when the identity template you are using does not include the option for web portal access.
8. In the Access control section, set the time zone, activation, and expiration dates.

   Time zone

   Select the time zone that you require.

   Activation date

   Select the date when the requested identity should be activated.

   Expiration date

   Select the date when the requested identity should be deactivated.

   Depending on the identity template selected, the expiration date might not be mandatory.

   Note:

   If a maximum duration applies from the identity template, the system displays a message indicating the maximum period of access that you can specify.
   1. Click Next.
9. In the Work details section, enter the general information:
   1. Click to add supervisors.
      Note:

      The requester is automatically added to the Supervisors of list by default.
   2. (Optional) Click to remove any supervisors that are no longer required.
   3. Click Next.
10. In the Review section, verify that the identity request details are correct.

    

11. Add a reason for the request and click Finish.
    An email notification is sent to approvers (if applicable).