Requesting access

To request access for yourself, another identity, or a team member, you can use the Genetec ClearID™ self-service portal. By using a self-service portal with specified area managers, you can simplify the approval process and avoid delays from routing requests to the wrong approvers.

1. Log on to the self-service portal.
2. Click Dashboard > My requests .
3. Click New request.
4. In the New request dialog, click Request access.
5. In the Who section of the New access request dialog, choose who needs access:

   

   Me

   The wizard automatically fills in your information.

   A role

   Search for or select a role. Only role owners or role managers can request access for roles they manage.

   Someone else

   Search for or select an individual. Supervisors or team leaders can request access for team, group, or department members.

6. In the Where section, select a site, add areas, and then click Next.

   

   Note:

   This list only shows public areas.
7. In the When section, enter the required dates, select a schedule for each area, and click Next.
   
   Note:

   Site access duration can’t be longer than the maximum set in the site’s configuration.

   ClearID notifies requesters if the identity or role has access to the area during the selected period. Existing access can have multiple sources, including direct, provisioning policies, or other access requests. Requesters can still choose to submit the access request, but doing so can result in duplicate access.

8. In the Details section, enter the reason for the access request, upload any supporting documents, and click Next.
   To facilitate access review audits, it is mandatory to enter the reason for the request.
9. Review the request summary.
   
   1. If changes are required, click Back and modify the settings.
   2. If the information is correct, click Request access to submit the access request.
   3. Click Finish.

The request is then processed according to your setup. It may be automatically approved, sent for approval, or, in some cases, cancelled or rejected (manually or automatically).