Connect your team & customers

Articles: 14

Every guide in this category, in reading order.

• What IDup connections are A connection links a person to your company and gives them a free private account of…
• Invite a customer or an employee Inviting is a tick box next to the person. Nobody is invited without it.
• Your free private account When a company invites you, the account you get is free, with no time limit, and…
• One password for your IDup account and your employee access If you have an IDup account and an active connection to a company, the same password…
• Messages between a company and a connected person One thread per person, with attachments and a clear rule about who may write.
• Your tax or trust file in the app As a customer of a tax advisor or trustee you see your file, send documents and…
• Appointments with connected people An appointment you arrange lands in the other person's own calendar. They can accept or decline…
• My calendar: your own appointments and reminders Keep your own appointments next to those of your companies, with reminders by push or e-mail.
• Let connected people book an appointment themselves You define what can be booked and when. They pick a free time without writing to…
• Your public appointment address Every company has its own public address for appointment requests, with privacy and spam protection.
• Record and approve working hours A connected employee starts a timer or adds an entry. You approve or reject it.
• Switch push notifications on or off, by category Push is not one switch. In the app you turn off single categories without losing the…
• Tell a customer when a project moves Change a project's status and the customer gets it on their phone — with the old…
• Keep a customer posted on their order Every status change sends a push and an e-mail, and the customer sees the whole history,…