Introduction

Discover the power of seamless integration between LiquidPlanner Classic and IdentityCheck. LiquidPlanner Classic offers online project management with predictive scheduling and automatic updates, adapting to changes as they occur. By integrating with IdentityCheck, the platform not only optimizes project management but also enhances security by streamlining identity verification processes, ensuring compliance with ease.

Why Connect IdentityCheck to LiquidPlanner Classic

The integration of IdentityCheck with LiquidPlanner Classic brings a host of benefits, tailored to meet the evolving needs of project managers:

• Enhanced Security: Incorporate ID verification directly into your project workflow for seamless compliance and enhanced security.
• Simplified Processes: Automate KYC checks, reducing administrative burden and allowing your team to focus on core tasks.
• Improved Efficiency: With predictive scheduling and identity verification working hand-in-hand, team productivity is maximized.

Real-world success: IdentityCheck dramatically transformed online legal services for Lexidy, as highlighted in this case study.

Setting Up the Integration

1. Log into your LiquidPlanner Classic account and navigate to the Integrations section.
2. Select “IdentityCheck” from the list of available integrations.
3. Enter your IdentityCheck API credentials to establish the connection.
4. Configure settings to personalize the verification flow as per your project requirements.
5. Review and save your integration settings to activate.
6. Start using IdentityCheck for your projects instantly.

How It Works in LiquidPlanner Classic

Once integrated, performing an identity check in LiquidPlanner Classic is simple. When a new client or team member is added, initiate the verification process directly within the project dashboard. The system automatically triggers a KYC check, ensuring their identity is verified swiftly, while maintaining a record of compliance activities, all from within your existing workflow.

Frequently Asked Questions

Where is identity data stored?

Identity data is securely stored within IdentityCheck’s servers, with robust encryption methods to ensure privacy.

Can we customize the ID verification process?

Yes, the verification process can be tailored to meet specific compliance needs and business requirements.

What if an identity check is incomplete?

The system alerts the administrator and provides options to follow up or retry the verification process.

Final Thoughts

Integrating IdentityCheck with LiquidPlanner Classic not only elevates project management efficiency but also ensures a high level of security compliance with hassle-free identity checks. Elevate your workflow today by bridging these powerful platforms for seamless project success.