Introduction

Planview AgilePlace empowers teams by facilitating seamless project management through dynamic card creation and updates. Integrating IdentityCheck into Planview AgilePlace takes this a step further, ensuring that every team member’s identity is verified swiftly and securely. This integration offers Planview AgilePlace users the confidence of knowing that their collaborators are thoroughly vetted.

Why Connect IdentityCheck to Planview AgilePlace

Linking IdentityCheck with Planview AgilePlace offers significant advantages in roles demanding stringent identity verification, such as onboarding and Know Your Customer (KYC) checks. In one example, Guardian Tax Solutions utilized IdentityCheck to dramatically cut their onboarding time by 90%, highlighting the efficiency boost for compliance-focused projects. Read more about their success story here.

Beyond onboarding, IdentityCheck helps prevent fraud by ensuring only verified users can move or update cards in AgilePlace. This integration adds an extra layer of security, maintaining project integrity and protecting sensitive data.

Setting Up the Integration

1. Log into your IdentityCheck account and navigate to the integration settings.
2. Locate Planview AgilePlace and click ‘Connect’.
3. Authenticate by entering your Planview AgilePlace credentials.
4. Choose the specific projects where you’d like to enable identity verification.
5. Configure your preferred verification parameters and time intervals.
6. Test the setup with a sample card move to ensure proper functionality.

How It Works in Planview AgilePlace

Once connected, IdentityCheck runs seamlessly in the background within Planview AgilePlace. For instance, imagine a recruiter needing to verify new hires before granting them access to the project workspace. IdentityCheck ensures each step from card creation to task assignment is protected, allowing only approved personnel to interact with project elements.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored in compliance with industry standards in our encrypted servers.
• Can I customize the verification message? Yes, you can tailor the message to suit your project tone and audience.
• What if someone doesn’t complete the ID check? Unverified users will be restricted from accessing project features until verification is complete.

The Smart Way to Verify in Planview AgilePlace

Integrating IdentityCheck with Planview AgilePlace is a strategic move for any organization aiming to streamline project management with enhanced security. It ensures the right people have the right access, all while maintaining the agility Planview AgilePlace is known for. Embrace the smart, secure way to manage identities and projects together.