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Genetec ClearID User Guide
Learn how to set up and use ClearID in Security Center SaaS.
Managing identities and users
Learn how to manage identities and users.
Granting access to the web portal
Before a user can access the Genetec ClearID™ web portal, you must grant them the required User or Administrator permissions for the website.
Granting user access to the web portal
Before a user can access the Genetec ClearID™ web portal, you must grant them the required permissions for the website.

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.
  - About webhooks
    A webhook is a user-defined HTTP callback. A webhook can be triggered by an event in a web application and can be used to send data or notifications to a third-party Application Programming Interface (API).
  - Creating webhooks
    You can create webhooks in Genetec ClearID™ to integrate with third-party solutions APIs so that you can notify interested parties when specific events occur.
  - Viewing webhook logs
    To troubleshoot unreceived webhooks or other associated issues, third-party Application Programming Interface (API) owners can use the webhook logs to verify the status of every HTTP callback request sent to the third-party URL.
  - Granting access to the web portal
    Before a user can access the Genetec ClearID™ web portal, you must grant them the required User or Administrator permissions for the website.
    - Granting user access to the web portal
      Before a user can access the Genetec ClearID™ web portal, you must grant them the required permissions for the website.
    - Granting administrator access to the web portal
      Before an administrator can access the Genetec ClearID™ web portal, you must grant them the required permissions for the website.
  - About 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.
  - About email notifications
    To inform users about specific events in the Genetec ClearID™ system, email notifications are sent.
  - About 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.
  - About custom fields
    A custom field is a user-defined property associated with an entity type. Custom fields are useful for storing additional information.
- 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

Granting user access to the web portal

2024-06-21

Before a user can access the Genetec ClearID™ web portal, you must grant them the required permissions for the website.

What you should know

The identity that you want to grant access to must exist in the system.
To grant a user permission to access the website, you must be an account administrator.
Some organizations don’t enable web portal access for some or all of their identities because their organization does not require employee requests or web portal access.

Procedure

Click Organization > Identities .
Search for a user or select one from the Identities list.
Click User permissions.
In the User permissions section, click or slide the Web portal access slider to Enabled to grant access to the web portal.
If the slider is disabled the identity cannot access the web portal.
In the Username field, enter a valid email address.
In the User type list, select User for default user access to the web portal.
Click Save to confirm your changes.

The selected identity now has access to the web portal with the default User privileges.

Example

After you finish

Log on to the web portal.