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.
Anyone with the required permission can submit an identity request.
This task
describes how to use the identity request wizard in the web portal to request an identity.
The requester can use the wizard to add someone (as an identity) that does not already exist
in the system.
Note: In the past, most access control solutions for sites typically did not
track or record why an identity was required.
In ClearID, the identity request
includes: who requested the identity, when, and the reason for the identity request.
Separate identity requests and approval workflows are created for each identity
requested.
After the request summary is confirmed, it is automatically assigned to the right
individuals for approval.
After the approval process occurs, the requester receives an email notifying them
whether the identity request was approved or rejected.
In the New request dialog, click Request an
identity.
In the New identity request wizard, select a template from the
Identity template list and click
Next.
In the General information section, complete the fields.
Tip: At any point during the creation of the request, you can click
Save as draft to save an incomplete request (while waiting for
missing information). Alternatively, you can click Delete if the
request is no longer required. You can access your drafts from the My
requests tab in the Dashboard.
(Optional) In the Web portal access section, move the
Grant user access to the web portal slider to the
Enabled position if you want to allow the identity being
requested to be able to log on and use the ClearID web portal.
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.
If you enabled web portal access enter a user
name.
Note: The user name must be a valid email address.
In the Access control section, complete the fields. Mandatory
fields are highlighted with an asterisk
(*).
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.
Note: Depending
on the identity template selected, the expiration date might not be
mandatory.
Note: The identity activation and expiration times are dependent on and triggered by the
access period specified in the identity request and the time in the selected time zone.
If a maximum duration was specified and enabled in the identity template, a
message is displayed to indicate the maximum period of access that you can
specify.
Click Next.
In the Work details section, complete the fields.
Company
Enter the company name.
Employee ID
Enter the Employee ID.
Job title
Enter the job title.
Department
Enter the department.
Country
Select a country from the list. This country setting is only used by the
Standard form.
Tip: Enter the first letter of the country to
jump to that part of the country list.
In the Supervisors of section, click to add supervisors.
Note: The supervisors specified here are the supervisors of the new identity being
created. The requester is automatically added to the Supervisors
of list by default.
(Optional) Add more supervisors as required.
(Optional) Click to remove any supervisors that are no longer required. For example, If you
requested identities on behalf of someone else, you might remove yourself (if
required) after the relevant supervisors are added.
Click Next.
In the Review section, verify that the identity request details
are correct.
If the details are correct, add a reason for the request and click
Finish.
An email notification is sent to approvers (if applicable).
After you finish
Depending on the identity template that you selected, your identity requests are either
approved automatically or approvers review identity requests and approve (or reject) as
required.