Genetec ClearID™ User Guide - ClearID

Applies to: ClearID
Last updated: 2024-04-09
Content type: Guides > User guides
Language: English
Product: ClearID

About ClearID
What is ClearID?
About ClearID architecture
ClearID subprocessors list
About ClearID information security
How is ClearID different from traditional access control systems?
About workflows in ClearID
How the ClearID plugin works with Security Center
Integration overview for the ClearID plugin
Supported features list for ClearID
Supported languages in ClearID
ClearID terminology
ClearID videos
About reports in ClearID
Logging on to ClearID
Logging off from ClearID
Enabling preview features in ClearID
Disabling preview features in ClearID
What's new
What's new in ClearID
Previous features and enhancements in ClearID
Deployment preparation
License options for ClearID system integration
Compatibility for ClearID
System requirements for ClearID
Firewall ports used in ClearID
Supported devices for ClearID
ClearID Best practices
Best practices for setting up ClearID for a new Synergis system
Best practices for setting up ClearID with an existing Synergis system
ClearID plugin
About ClearID plugin for Security Center
About cardholder and identity relationships
Downloading and installing the ClearID plugin
Creating the ClearID plugin role
Connecting Security Center to ClearID
Reviewing cardholders and identities information in ClearID
Adding a system to ClearID
Downloading an activation file for ClearID
Configuring connection settings for ClearID
Granting user privileges for the ClearID plugin
About ClearID system states
About custom fields in ClearID
Modifying ClearID custom fields in Config Tool
Custom fields relationships
Managing identities and users
Creating identities in ClearID
Identity fields in ClearID
Granting additional permissions for identities and roles in ClearID
Granting additional permissions for supervisors in ClearID
Viewing additional permissions in ClearID
Modifying additional permissions in ClearID
Viewing identities in ClearID
Modifying identities in ClearID
Deleting identities in ClearID
About webhooks in ClearID
Creating webhooks in ClearID
Modifying webhooks in ClearID
Viewing webhook logs in ClearID
Granting access to the ClearID web portal
Granting user access to the ClearID web portal
Granting administrator access to the ClearID web portal
Viewing your profile in ClearID
Viewing your site and area access in ClearID
About access request workflow in ClearID
Requesting access in ClearID
Adding supervisors manually in ClearID
Viewing direct reports in ClearID
Managing direct reports in ClearID
Transferring direct reports in ClearID
About direct reports report in ClearID
Resetting user passwords in ClearID
About email notifications in ClearID
About delegation in ClearID
Delegating ClearID tasks to another user
About user activity report in ClearID
Viewing a user activity report in ClearID
User levels in ClearID
About identity request workflow in ClearID
Resetting user passwords in ClearID
About email notifications in ClearID
Customizing the email banner for sites in ClearID
About delegation in ClearID
Delegating ClearID tasks to another user
About user activity report in ClearID
Viewing a user activity report in ClearID
User levels in ClearID
About identity request workflow in ClearID
Creating an identity template in ClearID
Modifying an identity template in ClearID
Requesting identities in ClearID
Requesting an identity in ClearID
Requesting multiple identities using a CSV import in ClearID
Canceling identity requests in ClearID
Approving identity requests in ClearID
Modifying an identity request in ClearID
About identity requests report in ClearID
Checking the status of identity requests in ClearID
Managing sites
About sites in ClearID
Creating sites in ClearID
Adding site owners in ClearID
Enabling visitor management for sites in ClearID
Viewing sites where a user can invite visitors
Modifying sites in ClearID
Setting a maximum duration for site access in ClearID
About access reviews in ClearID
Setting up automatic expiration for access reviews
Setting up area access reviews in ClearID
Scheduling area access reviews in ClearID
Setting up identity access reviews in ClearID
Scheduling identity access reviews in ClearID
Modifying access reviews in ClearID
About access reviews report in ClearID
Checking the status of access reviews in ClearID
Completing an area access review (site owner) in ClearID
Completing an area access review (area approver or role manager) in ClearID
Completing an identity access review (supervisor) in ClearID
Generating an access review summary in ClearID
About access requests report in ClearID
Checking the status of access requests in ClearID
About site activity report in ClearID
Viewing a site activity report in ClearID
About site and area owners report in ClearID
Viewing a site and area owners report in ClearID
Managing areas
About areas in ClearID
Creating areas in ClearID
Adding doors to areas in ClearID
Enabling visitor management for areas in ClearID
About nested areas in Security Center
Granting access to areas in Security Center automatically
Adding area managers in ClearID
Adding schedules to an area in ClearID
Granting access to an area in ClearID
Reviewing area access in ClearID
Approving area access requests in ClearID
Rejecting area access requests in ClearID
Managing visitors
About visit request workflow in ClearID
About visit request watchlist workflow in ClearID
Inviting visitors in ClearID
Inviting visitors manually in ClearID
Inviting visitors using a CSV import in ClearID
SMS alerts in ClearID
Reviewing visit events in ClearID
Copying a visit event in ClearID
Modifying visit events in ClearID
About visitors report in ClearID
Viewing a visitors report in ClearID
QR codes as a credential for visitors in ClearID
Importing a custom card format (QR code credential) in Synergis
Enabling QR code credentials for visitors in ClearID
Configuring Qscan devices for ClearID
Connecting a Qscan barcode reader to a Mercury Controller for ClearID
Configuring Qscan barcode reader to support 40-bit hexadecimal QR codes for ClearID
Configuring STid devices for ClearID
About STid QR code readers in ClearID
Creating an STid QR code reader configuration for ClearID
Transferring your reader configuration to your STid QR code reader for ClearID
Automating visitor access and check-in using a macro in Security Center
Managing visitor watchlists
About watchlists in ClearID
Adding watchlist managers in ClearID
Adding watchlists in ClearID
Adding an individuals watchlist entry in ClearID
Adding a companies watchlist entry in ClearID
Importing watchlist entries from a file in ClearID
Exporting watchlist entries to a file in ClearID
Testing watchlist entries in ClearID
Deleting watchlist entries in ClearID
Modifying watchlists in Genetec ClearID
Deleting watchlists in Genetec ClearID
Screening visitors manually in ClearID
Unblocking visitors blocked by a watchlist in ClearID
Role-based access control
About role-based access control in ClearID
Adding roles in ClearID
Configuring role managers in ClearID
Configuring role-based access control policies in ClearID
Scenario 1: Adding employees to an IT role in ClearID
Scenario 2: Adding contractors to a certified contractor engineering role in ClearID
Scenario 3: Adding employees to an ADA personnel role in ClearID
Adding custom provisioning attributes to an identity in ClearID
Adding role members in ClearID
About role activity report in ClearID
Viewing a role activity report in ClearID
Connecting to other systems
Authenticating your connection with ClearID
Synchronizing identities using LDAP in ClearID
About ClearID LDAP Synchronization Agent
LDAP attributes to ClearID attribute mappings
Configuring the ClearID LDAP Synchronization Agent
Synchronizing identities using an API in ClearID
About the ClearID API
Synchronizing identities using One Identity Synchronization Tool in ClearID
About the ClearID One Identity Synchronization Tool
About ClearID One Identity Synchronization Tool attribute fields
About the Azure web app for ClearID One Identity Synchronization Tool
Installing the ClearID One Identity Synchronization Tool
Uninstalling the ClearID One Identity Synchronization Tool
Upgrading the ClearID One Identity Synchronization Tool
Configuring the ClearID One Identity Synchronization Tool
Configuring connection settings for the ClearID One Identity Synchronization Tool
Configuring the data source for Azure AD synchronization in the ClearID One Identity Synchronization Tool
Configuring the data source for Database synchronization in the ClearID One Identity Synchronization Tool
Configuring the data source for File synchronization in the ClearID One Identity Synchronization Tool
Configuring synchronization settings in the ClearID One Identity Synchronization Tool
Reviewing synchronization status for the ClearID One Identity Synchronization Tool
About ClearID One Identity Synchronization Tool logs
Viewing the ClearID One Identity Synchronization Tool logs
Updating existing identities from an external data source using ClearID One Identity Synchronization Tool
ClearID Self-Service Kiosk
About ClearID Self-Service Kiosk
About ClearID Self-Service Kiosk check-in
About ClearID Self-Service Kiosk Self registration
Configuring the ClearID Self-Service Kiosk iPad
Customizing the ClearID Self-Service Kiosk configuration
Customizing the ClearID Self-Service Kiosk visitor badge logo
Configuring the ClearID Self-Service Kiosk label printer (Brother QL-820NWBc, QL-820NWB, or QL-810W)
Configuring the ClearID Self-Service Kiosk label printer for Bluetooth mode (Brother QL-820NWBc or QL-820NWB)
Configuring the ClearID Self-Service Kiosk label printer for Wi-Fi mode (Brother QL-820NWBc, QL-820NWB, or QL-810W)
Configuring the ClearID Self-Service Kiosk label printer for Ethernet mode (Brother QL-820NWBc or QL-820NWB)
Configuring the ClearID Self-Service Kiosk label printer (Brother TD-4550DNWB)
Configuring the ClearID Self-Service Kiosk label printer for Bluetooth mode (Brother TD-4550DNWB)
Configuring the ClearID Self-Service Kiosk label printer for Wi-Fi mode (Brother TD-4550DNWB)
Configuring the ClearID Self-Service Kiosk label printer for Ethernet mode (Brother TD-4550DNWB)
Selecting a ClearID Self-Service Kiosk label printer
Printing a test badge from the ClearID Self-Service Kiosk
Resetting the ClearID Self-Service Kiosk mobile app
ClearID Self-Service Kiosk options
ClearID Self-Service Kiosk floor stand
ClearID Self-Service Kiosk floor stand printer shelf
ClearID Self-Service Kiosk tabletop stand
Identity document types in ClearID
Troubleshooting
Plugin installed, but missing from Security Desk and Config Tool
Plugin role could not find file with certificate
Custom fields not displayed in Security Desk
No active account found for user
Visit email notifications not received by visitors
Visitor hosts fields in Security Desk are empty
ClearID One Identity Synchronization Tool connectivity issues
ClearID One Identity Synchronization Tool data synchronization issues
ClearID Self-Service Kiosk issues
ClearID Self-Service Kiosk label printer issues

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