Requesting role membership

To request role membership for yourself or another identity, you can use the Genetec ClearID™ self-service portal. By using a self-service portal with specified role owners, 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 role membership.
5. In the Who section of the New role membership request dialog, choose who needs the role:

   

   Me

   The wizard automatically fills in your information.

   Identities

   Search for or select an identity. Supervisors or team leaders can request role membership for team or department members.

   You can request role membership for up to 20 identities at a time by clicking Add more.

6. In the Which section, select the required role or roles.
7. In the When section, enter the required dates and click Next.
   There is a 300-day maximum duration for role membership by default.
8. In the Why section and click Next.
9. Review the request summary.
   1. If changes are required, click Back and modify the settings.
   2. If the information is correct, click Request role.
   3. Click Finish.