Inviting visitors in ClearID - ClearID

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

To invite one or more guests for a site visit or event, use the self-service portal. Using a self-service portal with area approvers specified simplifies the approval process, and avoids interrupting a chain of people who might or might not be the correct approvers.

Before you begin

  1. Familiarize yourself with workflows.
  2. Enable visitor management for your site.
  3. Ensure that you have the required permissions to invite visitors to the site.

What you should know

You can add visitors individually or import a large list of visitors using a CSV file.
  • If you have fewer than five visitors to invite, add your visitors individually.
  • If you have more than five visitors to invite, prepare a CSV file to import your visitor list.
  • If your identity home site is configured, you are automatically granted access to invite visitors to that site only if the site visitor management options have been configured to allow people to invite visitors.
  • The options displayed when creating a visitor invite can vary depending on the site settings and settings configured for visitor management.
NOTE: Mandatory fields are highlighted in the user interface with an asterisk (*).

Procedure

  1. Log on to the self-service portal.
  2. Do one of the following:
    • Click Dashboard > My requests > New request > Invite visitors.
    • Click Dashboard > Visits > New visit event.
  3. In the New visit event wizard, follow the prompts to complete the wizard for one of the following situations:
  4. Click Finish.

Results

Your visit request has been submitted and is waiting for the required approvals.

Example

After you finish

Confirm whether the request was approved or rejected:
  • Check your email for a Visit approved email.
  • Check My requests in Genetec ClearID™.
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