Introduction

Welcome to the seamless integration of IdentityCheck with Atera, your go-to remote monitoring and management (RMM) platform. Atera, known as “The world’s first RMM software, built with PSA and Remote Access capabilities,” empowers managed service providers (MSPs) with its innovative solutions. Visit their homepage at atera.com to get insights into its core features, including real-time monitoring, remote control, and automated patch management. By integrating IdentityCheck, these capabilities are further enhanced with robust ID verification processes, ensuring efficient and secure client interactions.

Why Connect IdentityCheck to Atera

Integrating IdentityCheck with Atera enhances your client management by adding an essential layer of security and compliance. This integration streamlines your Know Your Customer (KYC) checks while safeguarding sensitive data. MSPs can benefit from faster onboarding processes, reduced administrative burden, and improved client trust. In a practical context, consider the case of Ocho, where IdentityCheck transformed shareholder voting with secure identity verification, illustrating its powerful impact in tech and startup sectors.

Setting Up the Integration

1. Log into your Atera account and navigate to the integrations section.
2. Find IdentityCheck from the list of available integrations.
3. Click on “Integrate” and follow the on-screen instructions to connect your IdentityCheck account.
4. Authorize permissions for IdentityCheck to access necessary data in Atera.
5. Set up your ID verification protocols based on your business requirements.
6. Save the changes and test the integration to ensure everything is running smoothly.

How It Works in Atera

Once IdentityCheck is integrated into Atera, initiating an identity verification becomes a streamlined process. For instance, when onboarding a new client, you can trigger an ID verification directly within the Atera dashboard. Upon validation, the client’s status is automatically updated, ensuring compliance with minimal effort. This integration helps MSPs manage identity checks efficiently without disrupting regular workflows.

Frequently Asked Questions

• Where is the IdentityCheck data stored? All data is securely stored in compliance with global data protection regulations.
• Can I customize my ID verification workflows in Atera? Yes, IdentityCheck allows customization to tailor the verification process to your specific needs.
• What happens if an ID verification is incomplete? You will receive a notification to take corrective action or follow up with the client for additional information.

In Summary

Integrating IdentityCheck with Atera brings unparalleled efficiency and security to your client interactions. This powerful collaboration enhances your service offerings and helps streamline ID verification processes, ultimately building stronger, trust-based relationships with your clients.