About identity request workflow in ClearID - ClearID

Genetec ClearID™ User Guide

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

An identity request workflow is a series of activities associated with an identity request. These activities are 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 role access for a specified period.

The workflow helps automate identity request tasks, such as approving or rejecting identity requests, so that people involved in the review and approval process can focus on other tasks.

The following diagram illustrates the identity request workflow that occurs in Genetec ClearID™ and Synergis™.
Rejected Identity is added to one or more roles in ClearID 4 Done End identity request Rejected Approved Approved New Identity is created in ClearID New identity request Identity approver Supervisor Employee or supervisor approval 1 approval 2 An Identity exists with the same email? Yes An email change is required 3 No

1 (Optional) Supervisor approval can be enabled and disabled for each identity template.

2 (Optional) Identity approver approval can be enabled and disabled for each identity template.

3 (Optional) Email address must be unique in the system.

4 (Only if applicable) Cardholder is added to corresponding cardholder group in Security Center.