What IDup connections are
A connection links a person to your company inside IDup — 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; and inside it they see exactly one thing about you — the relationship they have with your company.
That is what 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, and — if you switch it on — book one themselves.
- Record working hours and send them to you for approval (for employees).
- Receive push notifications on their phone, per category, each of which they can switch off.
- Sign in with one password, even if three different companies have connected them.
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 simply 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 and payment reminders can reach them as push notifications.
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