Introduction

Discover a new horizon in project management with Easy Project — the professional project management software designed for you, your team, and your entire company. With a foundation in WBS, Gantt, Agile, and other best PM practices, Easy Project offers robust modules for Resources, Finances, Help Desk, and CRM. Enhance these capabilities by integrating with IdentityCheck, a powerful tool that streamlines identity verification processes, ensuring your project workflows are secure and efficient.

Why Connect IdentityCheck to Easy Project

Integrating IdentityCheck with Easy Project brings an array of benefits akin to seamlessly blending powerful project management with tight security measures. Firstly, the integration ensures that identity verification and KYC checks are executed smoothly, providing peace of mind with every task and interaction within your project management environment. This is especially beneficial for projects that require stringent compliance and security standards.

One example of the impact of connecting IdentityCheck is demonstrated through Guardian Tax Solutions, where onboarding time was slashed by 90%, showcasing the efficiency gains achievable through this integration.

Setting Up the Integration

• Log in to your Easy Project account.
• Navigate to the integrations page from the settings menu.
• Select IdentityCheck from the list of available integrations.
• Follow the on-screen prompts to authorize the connection using your IdentityCheck credentials.
• Configure your ID verification settings to suit your project needs.
• Save your settings and start enjoying seamless identity checks.

How It Works in Easy Project

Once integrated, initiate an identity verification by selecting a contact within a project. The Easy Project interface provides straightforward access to IdentityCheck’s features, allowing you to verify identity details directly from the task view. For instance, projects involving client logins or sensitive data management can perform KYC checks effortlessly, ensuring compliance without leaving the project environment.

Frequently Asked Questions

Where is the data stored?

All data used in the IdentityCheck integration is securely stored in compliance with international data protection standards.

Can I customize the ID verification process?

Yes, the integration allows for customizable KYC checks to meet specific project requirements.

What happens if an identity check is incomplete?

You will receive a notification of incomplete checks, allowing for prompt follow-up or adjustment of settings.

In Summary

Integrating IdentityCheck with Easy Project not only streamlines identity verification processes but also enhances project security and efficiency. With a setup process that’s straightforward and customizable, it’s a must-have for project environments that value robust KYC checks and seamless work management. Explore this integration today and fortify your project management with the best of both worlds.