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Genetec ClearID User Guide
Learn how to set up and use ClearID in Security Center SaaS.
Getting started
Learn about the ClearID self-service physical access management solution.
About workflows
Genetec ClearID™ uses workflows to process and approve or reject, access, visit, or identity requests.

Deployment guide
Learn how to install and connect your Security Center SaaS application.
User guide
Learn about Security Center SaaS.
Genetec ClearID User Guide
Learn how to set up and use ClearID in Security Center SaaS.
- Getting started
  Learn about the ClearID self-service physical access management solution.
  - Logging on to ClearID
    Log on to your Genetec ClearID™ account to submit visitor or access requests.
  - Logging off from ClearID
    To exit from Genetec ClearID™, you can log off from your user account.
  - About workflows
    Genetec ClearID™ uses workflows to process and approve or reject, access, visit, or identity requests.
  - Setting up visitor management
    Setting up visitor management in Genetec ClearID™ involves learning some concepts, planning your sites and areas, and configuring options that are relevant for your organization.
  - Setting up data synchronization
    Setting up data synchronization in Genetec ClearID™ involves learning some concepts, configuring the ClearID API, the One Identity Synchronization Tool, and the webhook integration options that are relevant for your organization.
- Requirements
  Check your compatibility and deployment requirements.
- Managing identities and users
  Learn how to manage identities and users.
- Managing sites
  Learn how to manage sites.
- Managing areas
  Learn how to manage areas.
- Managing visitors
  Learn how to manage visit requests and access requests.
- Managing visitor watchlists
  Learn how to manage visitor access using watchlists.
- Synchronizing data
  Learn how to connect ClearID to other systems.
- Self-Service Kiosk
  Learn about the ClearID Self-Service Kiosk mobile app that simplifies visitor management and check-in.
- Troubleshooting
  Troubleshoot common issues that can occur.
Additional resources
Review the supported device list and other resources.
Glossary

About workflows

2024-08-07

Genetec ClearID™ uses workflows to process and approve or reject, access, visit, or identity requests.

Note: Depending on your site and area configurations, some workflow processes might not apply.

The following workflows are provided to support the different request types:

Access request workflow

An access request workflow is a series of activities performed by the system or authorized people during the life cycle of an access request. The activities can change the state and properties of access requests, affect other entities in the system, or wait for a condition to be met.

Visit request workflow

A visit request workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request. The activities can change the state and properties of visit requests, affect other entities in the system, or wait for conditions to be met.

Visit request watchlist workflow

A watchlist workflow is a series of activities performed by the system or authorized people during the life cycle of a visit request if watchlists are enabled. The activities can change the state and properties of watchlists, affect other entities in the system, or wait for conditions to be met.

Identity request workflow

An identity request workflow is a series of activities performed by the system or authorized people during the life cycle of an identity request. The activities can create an individual identity, or multiple identities using a CSV import, and add each new identity to a role to inherit relevant access for a specified period.