Enabling visitor management for areas

2024-06-27Last updated

Before visitors can request an area visit, you must configure the visitor management settings for your area.

Before you begin

Create your areas.

What you should know

  • Visitor management for areas is off by default.
  • Only area owners or a site owners can enable visitor management for areas in Genetec ClearID™.
  • The options displayed when a visit request is created vary depending on the users requesting access and also the settings that you configure here.

Procedure

  1. Click Organization > Areas .
  2. From the Areas list, select an area.
  3. Under the Visitor management tab, configure the following options:
    Basic settings
    Select the Enable visitor management for this area option to enable visitor management for this area.
    Area name displayed to visitors
    Enter the area name that you want displayed in email notifications sent to visitors.
    Automatically add this area when creating visit requests
    If you select this option, all guests in your visit request are automatically granted access to the requested area.
    Advanced settings
    If you didn’t select the Automatically add this area when creating visit requests option, then specify the required approvers:
    Visitor approval
    Choose the approvers for visitor access from the following options:
    Automatically approve visitors
    Automatically approve access requests for this area.
    Use the area approvers
    Only allow area approvers to approve or deny access requests for this area.
    Define visit approvers
    Only allow people in the Visit approvers list to approve or deny access requests for this area.
  4. Click Save.
Visitor management is enabled for the area.

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

Access requests or visit requests can now be submitted for this area.