Creating user accounts

Before someone can use the Genetec Clearance™ system, you must create a user account for that person. After you have created the user account, you can assign cases to the user.

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To create a user account:

  1. Click Configurations > > User .

  2. Enter values for the following settings:
    • Username: Click to hide description
      The user’s email address. This field is mandatory.
    • First name: Click to hide description
      The user's first name. To ensure that the user is searchable in the system, enter the user's actual name, not a nickname.
    • Last name: Click to hide description
      The user's last name. To ensure that the user is searchable in the system, enter the user's actual name, not a nickname.
    • Groups: Click to hide description
      The group that the user is assigned to. You can create groups for specific departments, groups that apply to multiple or all departments, or groups that reside outside departments. Users can belong to multiple groups.
    • Officer ID: Click to hide description
      The user’s identification number. You can search for users by their officer IDs.
      NOTE: You can modify or reassign an officer ID from the Officer ID field on the User edit page.
    • Mobile phone: Click to hide description
      The user’s phone number. You can add a maximum of two phone numbers. You cannot search for users by their phone number.
    • Work phone: Click to hide description
      The user's work phone number.
    • Status: Click to hide description
      A user can either be Active (by default) or Inactive. If a user is no longer working for your organization, you can set the status of the user to Inactive. Inactive users are still searchable.
    • Type: Click to hide description
      A user can either be a guest or regular user. Guests cannot perform searches in the system and cannot access the Configurations menu. Regular users have full access, but can only access the Configurations menu if they are part of the Account Administrator group.
    • Picture: Click to hide description
      Upload a photo of the user so that they can easily be identified.
    • Devices: Click to hide description
      The devices that are associated with the user. For example, a body-worn camera.
  3. Click Save.
The user account is created. An email inviting the user to join the Genetec Clearance™ system is automatically sent to the user.

Example

The image below shows an example of a user (Audrey Williams) who is a member of two groups: Day to day operations Commanders and Loss Prevention Initial reports. Because Audrey is a member of these two groups, she will automatically be assigned to new cases that are assigned to departments that these two groups are members of.

For example, if a new case is assigned to the Loss Prevention Department, and Audrey is a member of the Initial Reports group within this department, Audrey will receive an email, notifying her that she has been assigned to a new case.