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Genetec ClearID
Set up and use ClearID in Security Center SaaS.
Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Adding watchlists
Add an individuals watchlist or companies watchlist so that you can screen individuals or companies and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
Exporting watchlist entries to a file
You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.

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Genetec ClearID
Set up and use ClearID in Security Center SaaS.
- Getting started
  Learn about the ClearID self-service physical access management solution.
- Requirements
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- Managing identities and users
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- 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.
  - About watchlists
    In Genetec ClearID™, watchlists are used to screen visitors at an individual or company level. You can configure the watchlist to perform allow, block, or notify actions at a site or global level.
  - Adding watchlist managers
    Before you can add or modify watchlists or configure watchlist settings, you must add your watchlist managers.
  - Adding watchlists
    Add an individuals watchlist or companies watchlist so that you can screen individuals or companies and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
    - Adding an individuals watchlist entry
      Add one or more individuals watchlist entries so that you can screen individual visitors and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
    - Adding a companies watchlist entry
      Add one or more companies watchlist entries so that you can screen visitors at a company level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.
    - Importing watchlist entries from a file
      To accelerate your watchlist configuration and setup, you can import your watchlist entries from a .CSV file. You can also download a sample .CSV file to help you prepare your watchlist entries file in the correct format.
    - Exporting watchlist entries to a file
      You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.
    - Testing watchlist entries
      To test new watchlist entries, you can enter the details of a person of interest or a company of interest to verify if there’s a screening match.
    - Deleting watchlist entries
      A watchlist manager can delete individuals watchlist entries or companies watchlist entries that have become obsolete or are no longer required.
  - Modifying watchlists
    After you add your watchlists, you can modify some of the watchlist settings. A watchlist manager can disable a watchlist, change the Name or Description, and change watchlist behavior.
  - Deleting watchlists
    A watchlist manager can delete watchlists that have become obsolete or are no longer required. Or a watchlist might need to be deleted in situations where you need to change a site watchlist to a global watchlist or vice versa.
  - Screening visitors manually
    To manually screen a visitor, you can enter the visitor details to check if there’s a screening match. For example, testing a new watchlist to find watchlists that contain a person or company of interest, or to validate a new hire against an internal watchlist.
  - Unblocking visitors blocked by a watchlist
    To unblock visitors incorrectly blocked by a watchlist, you can add the visitors email to an always allow list.
- 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.
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Glossary

Exporting watchlist entries to a file

2024-06-18

You can export your watchlist entries to a .CSV file for mass editing or backup purposes. For example, you could export your watchlist entries to Microsoft Excel, edit the entries, remove any duplicates, and then merge watchlists or consolidate watchlist entries into a new watchlist.

Before you begin

Do one or more of the following:

What you should know

Only a watchlist manager can export watchlist entries.

Procedure

Click Organization > Watchlists .
Select a watchlist.
Click and click Export to file.

The file is exported as a .CSV file to the default download location for your browser. By default the exported file is created using the name of your watchlist. For example, Individuals block list.csv.
Follow your browser prompts to complete downloading the exported file.

After you finish

(Optional) Manipulate the watchlist entry data as required.