Introduction

Visit Traleado’s homepage to discover how their mission of streamlining workflow management is transforming business operations. Traleado allows users to create automated workflows that efficiently track tasks assigned to external partners. Core features like task management, partner collaboration, and progress tracking are pivotal in delivering seamless external operations. By integrating IdentityCheck, a robust ID verification tool, with Traleado, businesses can enhance security while maintaining efficiency, ensuring the right individuals access the information at the right time.

Why Connect IdentityCheck to Traleado

Integrating IdentityCheck with Traleado offers compelling advantages:

• Enhanced Security: Automatically verify identity for each external user accessing your workflow, protecting sensitive data and maintaining integrity.
• Simplified KYC Checks: IdentityCheck streamlines the Know Your Customer process, fitting seamlessly into Traleado’s automated workflows for legal and compliance requirements.
• Error Reduction: Minimize mistakes in identity verification with automated cross-checks, reducing the manual burden on your team.

Explore how IdentityCheck has revolutionized compliance for Guardian Tax Solutions by cutting onboarding time by 90% in this case study.

Setting Up the Integration

1. Log into your Traleado account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Authorize the connection by providing your IdentityCheck API key.
4. Configure the integration settings to determine which workflows require identity checks.
5. Test the integration by running a sample identity verification within a Traleado workflow.
6. Go live, ensuring the integration is active across all necessary workflows.

How It Works in Traleado

Once set up, IdentityCheck seamlessly operates within Traleado’s workflow environment. For example, when an external partner is assigned a task, the system prompts an automatic ID verification. Only upon successful identity confirmation does the partner gain access to relevant task details, promoting a secure and controlled collaboration process.

Frequently Asked Questions

• How is data stored in the integration? Both Traleado and IdentityCheck adhere to strict security protocols, ensuring encrypted data storage and transmission.
• Can the ID verification process be customized? Yes, administrators can set specific parameters for identity checks to meet their organization’s needs.
• What if an identity check is incomplete? Incomplete verifications trigger alerts, allowing you to follow up or require additional documentation.

Final Thoughts

Integrating IdentityCheck with Traleado significantly enhances the security and efficiency of managing outsourced tasks. Harness this powerful combination to ensure precise and secure workflows, reinforcing trust and collaboration with your external partners.