What IDup connections are
A connection links a person to your company and gives them a free private account of their own.
Most business software treats an employee and a customer as records. IDup treats them as people who can have an account.
A connection is that link. Your company invites a person. They get a personal IDup account that is free and stays theirs. Inside it they see one thing about you: the relationship they have with your company.
That makes chat, appointments, hours and push notifications possible without giving anybody access to your workspace.
Where to find itIDup connections in the sidebar.
What a connected person can do
- Read and write messages with your company.
- See appointments you arranged with them, accept or decline them, and book one themselves if you allow it.
- Keep their own appointments in My calendar, with reminders.
- Record working hours and send them to you for approval (employees).
- Receive push notifications on their phone, by category. Each category can be switched off.
- Sign in with one password, even if several companies have connected them.
- Customers of a tax advisor or a trustee can open their file in the app and send documents.
What a connected person cannot do
- See your workspace, your other customers, your accounting or your team.
- See the other companies they are connected to from inside yours.
- Keep seeing you after the connection ends. The company disappears from their list.
The two roles
- Employee: someone who works for you. Hours and approval apply to them.
- Contact: someone at a customer. Invoices, quotes, project updates and order updates can reach them as push notifications.
Was this article helpful?
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
