Before you can configure your role-based automatic access control policies, you must
define your roles.
What you should know
In Genetec ClearID™, a role
is a group of people who are assigned the same access. A person can be assigned multiple
roles. Roles are linked to cardholder groups in Synergis™. A role manager controls who is granted
access to the group.
- Only account administrators can add roles.
- Consider creating roles for each department, group, or job title in your organization.
For example, you might create roles for HR, IT, marketing, developer teams, payroll,
contractors, and so on.
Procedure
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From the homepage, click .
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Click Add role.
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In the General section, complete the fields.
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Enter a name for the role.
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Enter a meaningful description.
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Add any internal notes.
NOTE: The internal notes field is used to store special
instructions or details only visible to the account administrator, role owner, and role
manager. Other users of the system cannot view internal notes. For example, the internal
notes field could contain the following:
Only permanent employees based in
Montreal should be in this role. Discuss with security before adding employees to
this role.
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(Optional) In the Notifications section, Select the notifications
options that you require.
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Click Save.
