Enhancing Productivity with FlowyTeam and IdentityCheck

Discover how FlowyTeam, your one-stop centre for team productivity, can be supercharged with IdentityCheck. With FlowyTeam’s robust features, such as task management, project management, and time-log capabilities, tracking and improving your team’s efficiency has never been easier. By integrating IdentityCheck, you add a seamless layer of ID verification that enhances compliance and security across your projects and client interactions.

Why Connect IdentityCheck to FlowyTeam

Combining the strengths of IdentityCheck with FlowyTeam offers several benefits:

• Streamlined KYC Checks: Stay compliant effortlessly by verifying identities directly through FlowyTeam’s intuitive interface, avoiding separate processes.
• Enhanced Security: Secure your team and client data with quick, efficient identity verification to mitigate fraud risks.
• Improved Onboarding: Reduce onboarding time significantly by integrating IdentityCheck’s efficient verification processes.

Explore how IdentityCheck transformed processes and delivered a 5–10x ROI by reading our Wardle Partners case study.

Setting Up the Integration

1. Log in to your FlowyTeam account.
2. Navigate to the Integrations section.
3. Select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to connect your IdentityCheck account.
5. Customize your settings based on departmental needs.
6. Save and deploy the integration seamlessly across your task and project management tools.

How It Works in FlowyTeam

After integration, initiate an identity check in FlowyTeam during client onboarding by selecting the ‘Verify Identity’ option when adding new clients. This action automatically uses IdentityCheck to ensure timely and accurate verification, updating your records with verified statuses while maintaining compliance standards without disrupting your workflow.

Frequently Asked Questions

Where is my data stored? All verification data is securely stored in accordance with data protection regulations.

Can I customize the ID verification settings? Yes, you can tailor the verification process to meet specific compliance needs directly through FlowyTeam settings.

What happens if a verification check is incomplete? An alert will notify you within FlowyTeam to take necessary follow-up actions, ensuring checks are finalized.

Final Thoughts

Integrating IdentityCheck with FlowyTeam ensures your business processes are secure, efficient, and compliant. This seamless integration enables you to focus more on enhancing productivity without worrying about complex KYC checks. Set up this integration today to streamline your operations and boost team performance.