Requesting an identity in ClearID - ClearID

You can use the Genetec ClearID™ self-service portal to request an identity. This request adds someone (as an identity) that does not currently exist in the system. Using the self-service portal with an optional approver workflow simplifies the approval process by only notifying the specified approvers.

1. Log on to the self-service portal.
2. Click Dashboard.
3. Click New request.
4. In the New request dialog, click Request an identity.
   
5. In the New identity request wizard, select a template from the Identity template list and click Next.
6. In the General information section, complete the fields.
   

   Tip: At any point during the creation of the request, you can click Save as draft to save an incomplete request (while waiting for missing information). Alternatively, you can click Delete if the request is no longer required. You can access your drafts from the My requests tab in the Dashboard.
7. (Optional) In the Web portal access section, move the Grant user access to the web portal slider to the Enabled position if you want to allow the identity being requested to be able to log on and use the ClearID web portal.
   NOTE: The Grant user access to the web portal slider is disabled when the identity template you are using does not include the option for web portal access.
   1. If you enabled web portal access enter a user name.
      NOTE: The user name must be a valid email address.
8. In the Access control section, complete the fields. Mandatory fields are highlighted with an asterisk (*).

   Time zone

   Select the time zone that you require.

   Activation date

   Select the date when the requested identity should be activated.

   Expiration date

   Select the date when the requested identity should be deactivated.

   NOTE: Depending on the identity template selected, the expiration date might not be mandatory.

   

   NOTE: The identity activation and expiration times are dependent on and triggered by the access period specified in the identity request and the time in the selected time zone. If a maximum duration was specified and enabled in the identity template, a message is displayed to indicate the maximum period of access that you can specify.
   1. Click Next.
9. In the Work details section, complete the fields.
   

   Company

   Enter the company name.

   Employee ID

   Enter the Employee ID.

   Job title

   Enter the job title.

   Department

   Enter the department.

   Country

   Select a country from the list. This country setting is only used by the Standard form.

   Tip: Enter the first letter of the country to jump to that part of the country list.

   1. In the Supervisors of section, click to add supervisors.
      NOTE: The supervisors specified here are the supervisors of the new identity being created. The requester is automatically added to the Supervisors of list by default.
   2. (Optional) Add more supervisors as required.
   3. (Optional) Click to remove any supervisors that are no longer required. For example, If you requested identities on behalf of someone else, you might remove yourself (if required) after the relevant supervisors are added.
   4. Click Next.
10. In the Review section, verify that the identity request details are correct.
    
11. If the details are correct, add a reason for the request and click Finish.
    An email notification is sent to approvers (if applicable).