OUTLOOK CLEARID Addin


    Genetec ClearID🅪 is a self-service physical identity and access management system that enhances the flow of individuals within your organization. Unified exclusively with the access control system, Security Center Synergis🅪, this solution automates your organization's security policies while centrally managing access rights for employees, contractors, and visitors.

    The solution offers sophisticated visitor management, simplifying visitor registration and administration. With advanced features, it allows for the issuance of temporary badges and monitoring movements. The solution also provides robust security protocols, including visitor screening with internal watchlists, to ensure effective access control for visitors. In summary, with a user-friendly and intuitive interface, ClearID facilitates visitor flow management, thereby enhancing facility security.

    The integration of Genetec ClearID with Microsoft Outlook improves visitor and access management. It enables sending, modifying, and/or canceling meeting invitations via Outlook, as well as notifications to visitors through ClearID. Furthermore, information about appointments scheduled in Outlook can be synchronized with ClearID to ensure a seamless experience during visitor registration. This synergy between ClearID and Outlook contributes to efficient visitor flow management while optimizing communication processes.

    ClearID now goes beyond Outlook: you declare and track your visits from the Microsoft Teams tab and from your phone, with the same experience and the same checks.

What's new in version 2.3

  • ClearID in the Microsoft Teams tab: your upcoming visits with their ClearID status, declaration, visit details (room, status, visitors) and search, without leaving Teams
  • ClearID on mobile: declare and track your visits from your phone, pick date and time by tapping, visitor details checked like in ClearID
  • Declare visitors right from the Outlook meeting, visit created in ClearID when the invitation is sent
  • The same journey in light or dark theme, across Outlook, Teams and mobile
  • New panel with 3 guided steps: Location, Access and reason, Visitors
  • All the fields of the ClearID visit profile (company, license plate, phone, country of origin, date of birth, custom fields), checked with the same rules as ClearID
  • Pre-authorized areas shown as "automatic access", and search in the areas
  • Summary showing the visit status: waiting to be sent or created in ClearID
  • Changes made in the ClearID portal (cancelled visit, visitors added or removed) shown in Outlook, with buttons to update the invitation
  • Light or dark theme matching Outlook, interface in French, English and German

Overview

Technical diagram


Application

Operational use
    The integration into the Microsoft Outlook environment allows you to unify ClearID within a single interface without changing your operational processes:
  • Declare a visit from the Outlook meeting, in 3 guided steps
  • Select the site, the visit profile and the areas associated with your ClearID rights
  • Use the Outlook attendees as visitors (rooms excluded), with the fields required by ClearID
  • Create the visit in ClearID when the invitation is sent, then modify the reason and the visitors or delete the request
  • From any Outlook client, Microsoft Teams included, changes to the title, date and time of the meeting, and its cancellation, are applied in ClearID

Outlook invitation
ClearID invitation

The add-in at a glance

The complete journey in the Outlook panel, from declaring the visit to its creation in ClearID.

ClearID panel: visit location ClearID panel: visit location
ClearID panel: access and reason ClearID panel: access and reason
ClearID panel: choosing the areas ClearID panel: choosing the areas
ClearID panel: visitors ClearID panel: visitors
ClearID panel: summary waiting to be sent ClearID panel: summary waiting to be sent
ClearID panel: visit created in ClearID ClearID panel: visit created in ClearID

ClearID in Microsoft Teams

From the ClearID tab in Microsoft Teams: your visits, declaration, tracking and search, without leaving Teams.

ClearID in Teams: your upcoming visits ClearID in Teams: your upcoming visits
ClearID in Teams: create the meeting and declare the visit ClearID in Teams: create the meeting and declare the visit
ClearID in Teams: room, status and visitors ClearID in Teams: room, status and visitors
ClearID in Teams: search for a visit ClearID in Teams: search for a visit

ClearID on mobile

Declare and track your visits from your phone, in a few taps.

ClearID on mobile: your visits ClearID on mobile: your visits
ClearID on mobile: declare a visit ClearID on mobile: declare a visit
ClearID on mobile: visitor details ClearID on mobile: visitor details
ClearID on mobile: date and time ClearID on mobile: date and time
ClearID on mobile: visit created in ClearID ClearID on mobile: visit created in ClearID


Key Features and Capabilities

Featuresdesktop_windows Desktoplanguage Webphone_iphone Mobilegroups Teams
extension Outlook Add-in
Add-in panelcheckcheckcloseclose
Light or dark themecheckcheckcheckcheck
event Visit Management
Creationcheckcheckcheckcheck
Title, date and time updatecheckcheckcheckcheck
Visitor changescheckcheckcheckcheck
Deletioncheckcheckcheckcheck
ClearID visit profile fieldscheckcheckcheckcheck
devices Teams tab and mobile app
Dedicated tab / appcloseclosecheckcheck
List and track visitscloseclosecheckcheck
Search a visitcloseclosecheckcheck
sync Synchronization
ClearID Rights Synchronization (sites, profiles, areas)checkcheckcheckcheck
ClearID changes reflected in the clientcheckcheckcheckcheck