Introduction

Visit TeamFlow, the intuitive process flow builder that answers the “Who, What, When, and How?” of every activity in your organization. With its mission to simplify work processes and enhance productivity, TeamFlow’s robust features include collaborative flow diagrams, real-time updates, and comprehensive task management. Integrating IdentityCheck elevates these capabilities by ensuring a seamless and secure identity verification process within your workflows.

Why Connect IdentityCheck to TeamFlow

Integrating IdentityCheck with TeamFlow offers numerous advantages. First, it enhances data integrity by embedding reliable ID verification within your process flows, ensuring that every critical step in your operations is secure. Second, it saves time by automating the identity check process, allowing your team to focus on key activities without worrying about manual verifications. Third, it reduces compliance risks with streamlined KYC checks for new clients or partners.

For a real-world example, see how Guardian Tax Solutions cut onboarding time by 90% using IdentityCheck.

Setting Up the Integration

• Log in to your TeamFlow account and navigate to the integrations tab.
• Search for “IdentityCheck” and click “Connect.”
• Authorize IdentityCheck to access your TeamFlow processes through the OAuth prompt.
• Configure the integration settings to define at which steps ID verification is required.
• Test the integration with a sample workflow to ensure accuracy.
• Activate the integration for all relevant processes within TeamFlow.

How It Works in TeamFlow

Once integrated, IdentityCheck enhances TeamFlow by providing a seamless KYC check within your workflows. For example, when onboarding a new client, TeamFlow prompts the built-in identity verification check, ensuring that identity details are authenticated before progressing to subsequent steps. This ensures data accuracy and process safety without interrupting your team’s workflow.

Frequently Asked Questions

Where is the data stored after verification?

All data from IdentityCheck processes is stored securely within compliance guidelines and is never shared without explicit permission.

Can I customize the ID verification steps?

Yes, within TeamFlow, you can configure when and how identity checks are carried out to best fit the needs of your specific processes.

What happens if an identity check is incomplete?

If a verification is incomplete, the process will not progress until the ID check is successfully completed. Alerts will notify you to take necessary action.

Final Thoughts

Integrating IdentityCheck with TeamFlow not only secures your workflows but also streamlines operations, making ID verification as smooth and reliable as possible. Elevate your team’s performance and compliance by choosing this dynamic duo today.