Enabling visitor management for areas in ClearID - ClearID

Genetec ClearID™ User Guide

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

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. Click Visitor management to configure the visitor management options for an area.
    1. In the Basic settings section, configure the visitor management settings:
      Enable visitor management for this area
      Select this check box 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 the check box is selected, area access is automatically granted for every visitor when a guest visit request is created.
      • If the check box is not selected, the area is available for selection, but area access is not automatically granted for every visitor when a guest visit request is created.
    2. In the Advanced settings section, complete the field:
      Visitor approval
      Select the visitor approval workflow that you require from the following:
      Automatically approve visitors
      Access requests for this area are automatically approved.
      Use the area approvers
      Only area approvers can approve or deny access requests for this area.
      Define visit approvers
      Only people in the Visit approvers list can approve or deny access requests for this area.
  4. Click Save.

Results

Visitor management is enabled for the area.

After you finish

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