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Genetec ClearID User Guide
Learn how to set up and use ClearID in Security Center SaaS.
Managing visitors
Learn how to manage visit requests and access requests.
Inviting visitors
To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.

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.
- 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.
  - About 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.
  - About 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.
  - Inviting visitors
    To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.
    - Inviting visitors manually
      If you have fewer than five visitors to invite to your event, you can add your visitors manually.
    - Inviting visitors using an imported visitor list
      If you have more than five visitors to invite to your event, you can use a CSV file import to populate your visitor list.
    - SMS alerts
      In Genetec ClearID™, SMS alerts are used in the visit event wizard to automatically send notifications to visitor hosts to inform them when visitors check-in.
  - Reviewing visit events
    Area owners, security, and reception can review current or upcoming visits or events for their areas. Visits can be requested for hosting other site employees, maintenance contractors, appointments, meetings, interviews, customer visits, business partner conferences, and so on.
  - Copying a visit event
    You can copy a visit event to take advantage of reusable information in a recurring visit or visit events that include many participants.
  - Modifying visit events
    From time to time, you might want to modify a visit event to change the event details, or to add or remove visitors or hosts. Updating the visit event details ensures that your visitors are always kept up to date following any changes to an upcoming event.
  - QR codes as a credential for visitors
    Genetec ClearID™ can use QR codes as a credential for visitors to simplify access to parking entrance barriers, turnstiles, or gated facilities.
- 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

Inviting visitors

2024-06-21

To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.

Before you begin

What you should know

You can add visitors individually or import a large list of visitors using a CSV file.

If you have fewer than five visitors to invite, add your visitors individually.
If you have more than five visitors to invite, prepare a CSV file to import your visitor list.

If your identity home site is configured, you’re automatically granted access to invite visitors to that site. This option is only available if the visitor management options for the site have been configured to allow people to invite visitors.
The options displayed when creating a visitor invite can vary depending on the site settings and settings configured for visitor management.

Note: Mandatory fields are highlighted in the user interface with an asterisk (*).

Procedure

Log on to the self-service portal.
Do one of the following:
- Click Dashboard > My requests > New request > Invite visitors .
- Click Dashboard > Visits > New visit event .
In the New visit event wizard, follow the prompts to complete the wizard for one of the following situations:
- Invite visitors manually
- Invite visitors using a CSV import
Click Finish.

Your visit request has been submitted and is waiting for the required approvals.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.

After you finish

Confirm whether the request was approved or rejected:

Check your email for a Visit approved email.
Check My requests in Genetec ClearID™.