Introduction

Welcome to the seamless fusion of IdentityCheck with ManyRequests, the client portal software for creative agencies that centralizes your entire business. ManyRequests, with its robust features like project management, client communication, and billing in one unified space, empowers agencies with ease and efficiency. By integrating IdentityCheck, you enhance ManyRequests’ capabilities with comprehensive ID verification solutions, ensuring secure and streamlined client interactions.

Why Connect IdentityCheck to ManyRequests

Integrating IdentityCheck into ManyRequests adds a vital layer of security and compliance through advanced identity verification, making the onboarding process both efficient and trustworthy. Agencies can enhance client trust and reduce the risk of fraud. For instance, Wardle Partners reaped significant benefits by cutting client onboarding time and operational costs by integrating IdentityCheck, achieving a remarkable 5-10x ROI. This integration aids ManyRequests users to save time and enhance their operational workflow while maintaining high standards of security.

Setting Up the Integration

1. Log in to your ManyRequests account and navigate to the integrations section.
2. Search for IdentityCheck and click ‘Connect’.
3. Follow the prompts to authorize the connection using your IdentityCheck credentials.
4. Customize your ID verification settings according to your agency’s requirements.
5. Test the integration with a sample client to ensure smooth operation.
6. Begin using the integration with your client workflows in ManyRequests.

How It Works in ManyRequests

Imagine you have a new client project. Once the client details are added in ManyRequests, the system automatically prompts an ID verification step powered by IdentityCheck. Your client receives a secure link to verify their identity digitally. Upon successful verification, ManyRequests updates the client record with the verified status, allowing you to proceed with confidence and compliance.

Frequently Asked Questions

• Where is the verification data stored? IdentityCheck securely stores all verification data with full compliance to privacy regulations, ensuring peace of mind.
• Can I customize the verification process? Yes, the integration offers customizable options to suit specific compliance needs and agency preferences.
• What happens if a verification is incomplete? ManyRequests will flag the client record for follow-up, so you can revisit the verification at your convenience.

Final Thoughts

Integrating IdentityCheck into ManyRequests not only enriches your client management capabilities but also ensures more robust ID verification processes. This synergy makes client interactions secure and efficient, aligning perfectly with any creative agency’s objective of operating seamlessly and safely.