Introduction

Sunsama is designed to help you manage your tasks, meetings, and to-dos all in a single, well-organized place. Visit the official website at sunsama.com to explore how their mission of simplifying daily task management can enhance your productivity. By integrating IdentityCheck, Sunsama extends its core features to include seamless identity verification for tasks involving sensitive information, ensuring your digital workspace is secure and compliant.

Why Connect IdentityCheck to Sunsama

Integrating IdentityCheck with Sunsama brings the best of task management and reliable ID verification together. Here’s why this connection is transformative:

• Seamless Task Management: Integrating IdentityCheck ensures each task requiring identity verification is handled promptly, preventing delays in your daily agenda.
• Enhanced Compliance: Perfect for businesses with compliance needs, it allows users to verify identity directly from Sunsama without juggling multiple applications.
• Operational Efficiency: Reduce time spent on KYC checks by incorporating them directly into task timelines for more streamlined work processes.

As Wardle Partners experienced, implementing IdentityCheck led to an efficient workflow, achieving a 5-10x ROI and significantly saving client time and costs. View the full case study here.

Setting Up the Integration

1. Log in to your Sunsama account.
2. Navigate to the integrations section in your account settings.
3. Select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to connect your IdentityCheck account.
5. Authorize the integration to enable the ID verification feature within Sunsama.
6. Configure your task settings to include mandatory identity checks where needed.

How It Works in Sunsama

Once integrated, IdentityCheck enriches your task management experience within Sunsama. For example, when planning a task that requires client confirmation, simply add an identity check requirement to the task details. This prompts a KYC check at the designated time, ensuring compliance is met before proceeding. As the ID verification is completed, Sunsama updates the task status automatically.

Frequently Asked Questions

Where is my identity verification data stored?

Your data is securely stored with IdentityCheck, adhering to the latest data protection standards.

Can I customize which tasks require identity checks?

Yes, customization of identity checks per task is flexible and can be set in your task configuration options.

What happens if an identity check is incomplete?

If a check is incomplete, the task in Sunsama will remain pending, ensuring no tasks requiring verification are prematurely completed.

Final Thoughts

Integrating IdentityCheck with Sunsama not only seamlessly blends identity verification into your workflow but also enhances your compliance capabilities within a single productivity suite. Simplify your task management today by securing it with reliable ID checks.