Introduction

Puzzle is a pioneering visual collaboration tool designed to streamline process diagramming and enhance team alignment. With its mission to foster creativity through seamless collaboration, Puzzle offers core features such as drag-and-drop diagramming, real-time collaboration, and extensive template libraries. When paired with IdentityCheck, Puzzle achieves greater operational efficiency by integrating robust ID verification capabilities directly into your collaborative workflows. This fusion ensures compliance, security, and expedited KYC checks while maintaining Puzzle’s fluid creative process.

Why Connect IdentityCheck to Puzzle

Integrating IdentityCheck with Puzzle brings context-aware benefits to your team’s workflows. It enhances security by running essential identity verifications effortlessly within your collaboration environment, thereby helping to protect sensitive data and maintain compliance. Additionally, this integration streamlines onboarding processes by embedding KYC checks, ensuring a smoother path from collaboration to execution. A case study of Guardian Tax Solutions demonstrates a remarkable 90% reduction in onboarding time, highlighting the transformative impact of IdentityCheck integration.

Setting Up the Integration

1. Log into your Puzzle account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to link your IdentityCheck account securely.
4. Configure the ID verification settings as per your organizational needs.
5. Test the integration by running a trial identity check within Puzzle.
6. Confirm successful integration and start utilizing the service.

How It Works in Puzzle

With IdentityCheck integrated, initiate an identity check in Puzzle by tagging a specific task or diagram that requires verification. For instance, when setting up a project related to compliance, simply add an IdentityCheck node that pings participants for identity verification. The feedback loop ensures all members complete their KYC checks efficiently, thus upholding security standards without disrupting collaborative efforts.

Frequently Asked Questions

• Where is the identity data stored? IdentityCheck stores data in secure, compliant data centers, ensuring privacy and regulatory compliance.
• Can we customize the verification process? Yes, the process is highly customizable to fit your specific KYC requirements and business needs.
• What if a verification is incomplete? Puzzle notifies the relevant team members and provides options to resend or manually intervene for resolution.

Final Thoughts

Integrating IdentityCheck into Puzzle introduces a new level of operational harmony between creativity and compliance. By addressing the critical need for identity verification within familiar collaborative spaces, your team can maintain focus on innovation while ensuring robust security protocols are met effortlessly.