Introduction

Welcome to the integration of IdentityCheck with Project Monitor, where project management meets seamless ID verification. Project Monitor, a leader in Portfolio and Project Management (PPM) software, enables businesses to manage the entire lifecycle of projects from initial requests to execution. With detailed workload progress tracking and data-driven dashboards, Project Monitor ensures efficient control and execution. By integrating IdentityCheck, you enhance these capabilities with streamlined identity verification layers, bolstering compliance and security.

Why Connect IdentityCheck to Project Monitor

Bringing IdentityCheck into your Project Monitor ecosystem presents several key benefits:

• Enhanced Compliance: Gain confidence with built-in KYC checks and ID verification to stay compliant across various sectors.
• Streamlined User Experience: Reduce time spent on manual checks and red tape, freeing up your team to focus on strategic goals.
• Cost Efficiency: Cut down on resources and time spent on verification processes, as exemplified by Guardian Tax Solutions who cut onboarding time by 90% through IdentityCheck’s integration.

Setting Up the Integration

1. Log in to your Project Monitor account and navigate to the integrations section.
2. Search for “IdentityCheck” in the marketplace.
3. Click on “Add Integration” and follow the prompts to authenticate.
4. Configure your ID verification settings according to your project needs.
5. Run a test ID check to ensure everything functions as intended.

How It Works in Project Monitor

Once integrated, the ID verification process is seamlessly incorporated into your project management lifecycle. For example, when onboarding new project team members, Project Monitor will automatically prompt a KYC check through IdentityCheck. The results feed into your dashboards, allowing you to track verification statuses at a glance, ensuring compliance without disrupting your workflow.

Frequently Asked Questions

Where is the ID verification data stored?

Data processed by IdentityCheck is stored securely in compliance with GDPR and other regional data protection regulations.

Is there flexibility in customizing the ID check process?

Yes, you can tailor the identity verification settings to best fit your project’s compliance needs.

What happens with incomplete checks?

Incomplete checks are flagged for follow-up, and you will receive alerts to address them swiftly.

Final Thoughts

Integrating IdentityCheck with Project Monitor not only enhances compliance but also streamlines your project management processes. Embrace this integration to free up valuable time and focus on driving your projects towards success. Experience the power of combining efficient identity verification with robust project management today.