Modifying an identity request 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 modify identity requests, a supervisor or identity approver must review the pending approvals and then decide which requests to modify.

What you should know

Only supervisors or identity approvers can modify identity requests.

Procedure

To modify an identity request:

  1. Click Dashboard > My tasks.
  2. From the Status list, filter the tasks that are displayed:
    Status
    Select a status from the following:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identity request awaiting approval to display additional details about the request.
    Identity request in Genetec ClearID™ showing identity request details.
  4. Review the identity request details for accuracy and completeness.
  5. To modify the identity request, click Edit and make any changes that are required.
    1. Click Save.

To modify multiple identities requested using a CSV import:

  1. Click Dashboard > My tasks.
  2. From the Status list, filter the tasks that are displayed:
    Status
    Select a status from the following:
    All
    Displays all pending or completed tasks.
    Pending
    Displays tasks waiting for approval.
    Completed
    Displays completed tasks and their status. For example, approved, completed, denied, or canceled.
  3. In the My tasks list, click an identities request awaiting approval to display additional details about the request.
    Identities request in ClearID showing the requested identities tab listing the requested identities.
  4. (Optional) If you need to modify an identity, click View identity request details () on the row for the identity to review the details of that request.
    1. Review the identity request details for accuracy and completeness.
    2. Click Edit to make any changes that you require.
    3. Click Save.