Granting access to an area in ClearID - ClearID

To grant people access to an area, you must add identities or roles to an area and schedule access on a person-by-person or role-by-role basis.

1. Click Organization > Areas.
2. From the Areas list, select an area.
3. Click Access.
4. Select a filter from the following:
   

   All

   • If all the filter icons for access request type are available (), all access request types are displayed.
   • If all the filter icons for access request type are unavailable (), all access request types are hidden.

   Identity access ()

   Show or hide identity access.

   Role access ()

   Show or hide role access.

   Visit request ()

   Show or hide visit requests.

5. Click Add access.
   1. In the Grant area access dialog, select either Identities or Roles.
6. If you selected Identities, complete the fields:
   1. Enter an identity name and click Search ().
   2. Select the identity name from the Identities list.
   3. Search for or select the schedule that you require from the Schedule list.
      Some schedule examples include: Always, Weekdays, Weekend, 09:00-17:00, and so on.
   4. Configure the period that you want the access for.

      Start date

      Launch a calendar picker to choose the date that the access should start. The default is Now.

      End date

      Launch a calendar picker to choose the date that the access should expire. The default is Forever.

      Reason

      (Optional) Enter a reason for the period of access that you require. For example, access required for business partner conference, employee access required for a multi-week project, and so on.

      
   5. Click Finish.
      
   6. (Optional) Click Remove () to revoke any access that is no longer required.
7. If you selected Roles, complete the fields:
   1. Enter a role name and click Search ().
   2. Select the role name from the Roles list.
   3. Search for or select the schedule that you require from the Schedule list.
   4. Configure the period that you want the access for.

      Start date

      Launch a calendar picker to choose the date that the access should start. The default is Now.

      End date

      Launch a calendar picker to choose the date that the access should expire. The default is Forever.

      Reason

      (Optional) Enter a reason for the period of access that you require. For example, access required for business partner conference, employee access required for a multi-week project, and so on.

      
   5. Click Finish.
      
   6. (Optional) Click Remove () to revoke any access that is no longer required.