Introduction

Discover how IdentityCheck seamlessly integrates with Way We Do, transforming your team’s operational efficiency by enhancing your Standard Operating Procedures with robust identity verification capabilities. Way We Do empowers teams to follow repeatable processes effortlessly within their daily workflow, embodying its mission to streamline operational excellence. By merging IdentityCheck with Way We Do, you gain a powerful symbiotic tool set to improve accountability, compliance, and workflow efficiency.

Why Connect IdentityCheck to Way We Do

Integrating IdentityCheck into Way We Do not only enhances your daily operations but also safeguards them. With core features like active SOPs in Way We Do, adding identity verification helps ensure compliance and boosts confidence in every process. Imagine enhancing your processes while cutting onboarding time by 90%, much like how Guardian Tax Solutions achieved a significant boost in productivity and client satisfaction.

Setting Up the Integration

1. Log in to your Way We Do account and navigate to the Integrations section.
2. Search for IdentityCheck in the partner apps list and select “Connect.”
3. Enter your IdentityCheck API Key to authorize the connection.
4. Define your identity verification criteria for each SOP process.
5. Configure notifications for completed verifications within the workflow.
6. Save your settings and run a test to ensure the integration is operational.

How It Works in Way We Do

Within Way We Do, each time a procedure requiring ID verification is triggered, IdentityCheck initiates a KYC check in the background. For instance, if your team is onboarding a new client, IdentityCheck will automatically verify identity details as users complete their assigned tasks, ensuring full compliance in real-time.

Frequently Asked Questions

• What happens if a verification fails? If an identity verification fails, the system alerts the responsible user to address the issue manually.
• Is data stored securely? Yes, all data processed through IdentityCheck complies with industry security standards, ensuring your information is protected.
• Can I customize identity check parameters? Absolutely, parameters for identity checks in Way We Do can be tailored to meet specific organizational needs and compliance requirements.

Final Thoughts

Integrating IdentityCheck with Way We Do not only simplifies compliance but also amplifies operational smoothness and efficiency. By adding automated ID verification within your SOPs, you’re not just verifying identities; you’re empowering your team to achieve new heights of workflow excellence.