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Setting up automatic expiration for access reviews
To ensure that reviewers and verifiers only review current access information, Account administrators can specify an expiration period for access reviews. Failure to set an expiration could result in reviewers reviewing outdated information.

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- About sites
  In Genetec ClearID™, a site is a logical entity. Sites include one or more areas. Each site and area can have a different owner.
- Creating sites
  Before you can configure your areas in Genetec ClearID™, you must create the sites that you want to associate your areas with.
- Modifying sites
  After you add your sites, you can modify the settings of each site individually. An Account administrator or Site owner can modify the Site owners, site properties, and change visitor management options for the site.
- Deleting sites
  When a site is no longer needed, an Account administrator can delete it from Genetec ClearID™.
- Setting a maximum duration for site access
  To enforce a limit for identities with temporary access, you can set a site access duration. When the maximum duration limit is reached, their access expires.
- Configuring access request documents for sites
  For sites with extra security measures or requirements, Site owners can make it mandatory for employees to upload supporting documents like copies of drivers licenses or certifications when requesting access to areas.
- About site visibility
  In Genetec ClearID™, site visibility determines how users see resources and identities for the sites managed by the same ClearID account.
- Customizing email notifications for sites
  To communicate specific requirements with email recipients, Account administrators and Site owners can customize the header and footer text of email notifications sent out by Genetec ClearID™.
- About access reviews
  An access review is the process of reviewing access for an area, role, or identity to confirm that the access is still required and valid. To ensure security compliance and audit readiness you can schedule your access reviews to occur automatically.
- Setting up automatic expiration for access reviews
  To ensure that reviewers and verifiers only review current access information, Account administrators can specify an expiration period for access reviews. Failure to set an expiration could result in reviewers reviewing outdated information.
- Scheduling area access reviews
  To ensure security compliance and audit readiness, you can set up area access reviews to occur at scheduled intervals. You can also start an area access review manually if required.
- Scheduling identity access reviews
  To ensure security compliance and audit readiness, you can set up identity access reviews to occur at scheduled intervals. These identity access reviews are performed based on a list of selected roles.
- Scheduling role access reviews
  To ensure security compliance and audit readiness, you can set up role access reviews to occur at scheduled intervals. You can also start a role access review manually if required.
- Modifying access reviews
  After you have scheduled your area, role, or identity access reviews, you can modify or delete them if needed.
- About access reviews report
  In Genetec ClearID™, an access reviews report is a list of access reviews. The report includes information about area, role, or identity access reviews and the current review status (not started, started, in progress, completed, or expired).
- Checking the status of access reviews
  Site owners can check the status of access reviews to ensure that the organization is security-compliant, audit-ready, and that the review processes occur on time. Supervisors can also check the status of identity access reviews for their direct reports, and Role owners can check the status of reviews for the roles they own.
- Completing an area access review (site owner)
  To ensure security compliance or audit readiness, Site owners can perform access reviews to check who has access to an area.
- Completing an area access review (area manager)
  To ensure security compliance or audit readiness, Area managers can perform access reviews to check who has access to an area.
- Completing a role access review (role owner)
  To ensure security compliance or audit readiness, Role owners can perform access reviews to check which areas a role can access.
- Completing a role access review (role manager)
  To ensure security compliance or audit readiness, Role managers can perform access reviews to check which roles have access to an area.
- Completing an identity access review (supervisor)
  To ensure security compliance or audit readiness, Supervisors can perform identity access reviews to check your direct reports areas and roles access.
- Verifying an area access review
  To further ensure security compliance or audit readiness, verifiers can perform a second-level check of area access reviews.
- Verifying a role access review
  To further ensure security compliance or audit readiness, verifiers can perform a second-level check of role access reviews.
- Printing or saving an access review summary
  To share access review information with an auditor or other members of your organization, you can generate access review summaries for completed access reviews.
- About access requests report
  In Genetec ClearID™, an access requests report is a list of access requests for a specific site. The report includes information about the access request date, area requested, status, requested by, requested for, and period of access.
- Checking the status of access requests
  As Area owners and Site owners you can check the status of access requests at the site level for areas associated with a specific site. Using the Access request report, you can ensure that the organization is security-compliant, audit ready, and that the requests are processed in a timely fashion.
- About site activity report
  In Genetec ClearID™, a site activity report is an audit trail of activities or events for a specific site. The report includes timestamp information, activity type, area, who activity was performed by, and a details section including reason information.
- Viewing a site activity report
  You can view a site activity report to review an audit trail of activities or events for a specific site.
- About site and area owners report
  In Genetec ClearID™, a site and area owners report is a list that provides a global view of the following identities and their permissions: site owner, area manager, area owner, and watchlist manager. The report includes site, area, identity, identity permission, delegated from, identity status, and web portal access information.
- Viewing a site and area owners report
  You can view a site and area owners report to get a global view of all identities and their permissions.
Managing visitors
Learn how to manage visit requests and access requests.
Managing areas
Learn how to manage areas.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Role-based access control
Learn about role-based access control.
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Glossary

Setting up automatic expiration for access reviews

2025-12-16

To ensure that reviewers and verifiers only review current access information, Account administrators can specify an expiration period for access reviews. Failure to set an expiration could result in reviewers reviewing outdated information.

What you should know

The access reviews expiration setting is enabled by default and the default expiration period is set at 30 days.
The expiration duration set for access reviews applies to all access reviews in the system.
Updating the expiration setting does not retroactively modify existing access reviews. Only access reviews created after the change will use the new expiration date.
When the access reviews expire, their status is set to Expired.
- Access reviews displayed in My tasks are then changed to Completed with the status Expired.

Procedure

From the homepage, click Organization > Access reviews .
Click Configure.
In the Settings dialog, select or enter the expiration duration.

Tip:
Pick an expiration interval that matches the access review requirements for your organization. Also, bear in mind any audit or legal requirements that might be applicable.
If your organization does not want to enforce expiration for access reviews, clear the Enforce an expiration for access reviews checkbox.
Click Save.

After you finish

Set up your access reviews.