Introduction

Welcome to the integration of IdentityCheck with Meisterplan, a project portfolio management tool designed to help you create plans that work by focusing on resource management at the portfolio level. Meisterplan’s mission is to enable organizations to make informed decisions, add efficiency to projects, and achieve outstanding results. With IdentityCheck, a powerful ID verification tool, layer on an additional level of security and ensure compliance with industry standards.

Why Connect IdentityCheck to Meisterplan

Integrating IdentityCheck into Meisterplan optimizes your resource management strategies by streamlining identity verification processes. Here are key benefits:

• Enhanced Security: Instantly verify identity and provide robust protection against fraud, allowing you to manage resources securely.
• Compliance Assurance: Effortlessly complete KYC checks within the Meisterplan interface to meet regulatory requirements.
• Improved Efficiency: Reduce the burden of manual checks, enabling faster and more efficient project executions.

One client, Guardian Tax Solutions, reduced onboarding time by 90% with IdentityCheck, demonstrating the significant impact on operational workflows.

Setting Up the Integration

1. Log in to your Meisterplan account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click on “Connect” and enter your IdentityCheck API credentials.
4. Configure the ID verification settings based on your organizational needs.
5. Enable the integration and test an identity check to ensure seamless operation.
6. Save the configuration and begin verifying identities within Meisterplan.

How It Works in Meisterplan

Once integrated, you can access IdentityCheck directly within the Meisterplan environment. For example, if you’re initiating a new project, you can conduct an ID verification for each team member. This process ensures that all stakeholder identities are verified, protecting your project from unauthorized access and maintaining data integrity.

Frequently Asked Questions

• Where is the identity data stored? All data is securely stored on IdentityCheck’s servers, ensuring compliance with data protection regulations.
• Can the integration be customized? Yes, you can tailor the settings to match your specific verification requirements.
• What happens if the identity check is incomplete? In such cases, you will receive an alert, allowing you to investigate and reinitiate the process as needed.

Final Thoughts

Integrating IdentityCheck with Meisterplan elevates your project’s security and compliance capabilities, ensuring you manage resources more effectively and make informed decisions. Consider IdentityCheck the missing piece that complements Meisterplan’s powerful project portfolio management features.