★ Team & Client App

Bring your team and your customers into one app

Tick one box when you create an employee or a customer and IDup sends the invitation in the name of your company. The invited person receives a free personal account, sets one password and from that moment reaches their own area and every company that has invited them — from the browser or from the phone.

No setup risk · No credit card · Cancel anytime
Example view — the numbers shown are for illustration only.

Why it matters

Every company already has the list of people it works with. The employees are in the staff list, the customers are in the customer list, the tenants are in the property file, the clients are in the mandate file. What has always been missing is a simple way to give those people a door into the company — without sending them a separate tool, a separate contract and a separate password.

IDup closes that gap with a single tick. When you create or edit a person, you decide whether they should be invited. If you tick the box, an invitation goes out in the name of your company. Nothing else changes in the way you work, and nobody is invited by accident, because the invitation only happens when you ask for it.

What the person receives is not a guest link that expires. It is a real personal account that stays free. From there they see their own area and, next to it, every company that has invited them. One password, one app, several companies — and each company only ever sees what belongs to it.

What Team & Client App does for you

All in IDup — one login, no silos.

Invite with a single tick

The invitation lives where the person already lives: in the staff list, the customer list, the tenant file or the mandate file. You tick one box while you are creating or editing the record, and the invitation is sent. Nobody is invited without that tick, so there is no risk of a list being mailed by mistake.

Sent in the name of your company

The invitation email carries your company name and speaks for your company. The person recognises who is writing, which is the difference between an invitation that is accepted and one that is deleted as unknown post.

One password for the person, several companies

The invited person signs in once. Behind that single sign-in sit their own private area and every company that has invited them. Switching company is a click, not a second login, and the password belongs to the person rather than to any one company.

A personal account that stays free

Nobody has to buy anything to accept your invitation. The personal account is free and has no time limit, which is what makes it realistic to invite an entire workforce or an entire customer base instead of just a few power users.

Why a separate tool for customers never works

Why a separate tool for customers never works

Most companies have tried it at least once: a portal, a shared folder, a chat group, an app for appointments. Each of them works for a few weeks and then quietly dies, because the people on the other side already have enough accounts and no reason to keep another one alive.

The reason is almost never the software. It is that the invitation asked for something — a registration, a subscription, a download that only makes sense for one relationship. The value on the other side was too small for the effort.

A free personal account that works for every company the person deals with changes that balance. The second company that invites them costs nothing extra and needs no new password, so the account stays in use, which is exactly what makes the first company’s invitation worth sending.

How it works

1
Add the person and tick the box

In the staff list, the customer list, the tenant file or the mandate file — wherever the person already exists.

2
The person accepts the invitation

They receive an email in your company name, set a password and land in their free personal account.

3
The person is connected to your company

From then on they see your company in their app, and you can send messages, appointments, documents and hours.

🔒 GDPR-compliant · Secure worldwide · ISO 27001 · No prior knowledge needed
Separate on purpose, connected on purpose

Separate on purpose, connected on purpose

A connection is not a merger. The person keeps a private area that no company can see, and each company keeps its own data, its own documents and its own history with that person.

What crosses the line is only what you deliberately send: a message, an appointment, a document, a request to record hours. Everything else stays where it belongs.

That is also what makes the model safe for sensitive relationships. A tenant, a patient, a client or an employee can be connected to several organisations at the same time without any of them learning anything about the others.

★ For employees

What an employee gets

Invited by your employer — and your own account stays free.

Your free account
  • A free personal account called My Account, with no time limit and nothing to buy.
  • One login and one password — for your own area and for every company that has invited you.
  • A connection to your company, so you see the company next to your private area and can switch with one click.
  • Chat with your company: write to your contact person, send a photo or a document, see when your message has been read.
  • Appointments: you see the dates your company has planned with you and you can book a free time yourself.
  • A working-hours timer: start it when you begin, stop it when you finish; your company approves the hours.
  • Push messages on your phone for a new message, a new appointment or an approved entry.
  • Your private area stays private. Your employer sees only the working relationship, never your own data.
How it starts
  1. Your company invites you by email. The email carries your company name, so you know who is writing.
  2. You open the link and set your own password. The company never sees it.
  3. You install the free app for iPhone or Android, or simply sign in from the browser — both work.
★ For customers, tenants and clients

What a customer or a tenant gets

Invited by a company you are already a customer of — your access costs nothing.

Your free account
  • A free personal account called My Account, with no time limit and no credit card.
  • One login and one password for every company that has invited you — landlord, tax adviser, garage, doctor.
  • Your invoices in one place: open them, see what is still to pay, pay by Swiss QR invoice.
  • Book an appointment yourself: you only ever see the times that are really free.
  • Chat with the company instead of hunting for a private phone number, with photos and documents attached.
  • Your documents from that company: contracts, settlement statements and confirmations stay available.
  • Push messages on your phone for a new invoice, a booked appointment or an answer to your question.
  • Each company sees only its own relationship with you. The companies never see each other.
How it starts
  1. The company invites you by email, in its own name.
  2. You open the link and set your own password — the company never sees it.
  3. You install the free app for iPhone or Android, or sign in from the browser.

Everything included

One login, ein Preis – keine versteckten Zusatzkosten.

Invite with a single tick
Sent in the name of your company
One password for the person, several companies
A personal account that stays free
Part of the all-in-one platform — one login
Mobile app included (iOS & Android)
GDPR-compliant · Secure worldwide
Cancel anytime — no setup risk

Questions & Answers

Is the person invited automatically?

No. An invitation is only sent when you tick the box while creating or editing the person. Without that tick nothing leaves the system, which is what makes it safe to work through a long list of contacts.

What does the invited person pay?

Nothing. The personal account is free and has no time limit. Costs only arise on the side of the company that uses IDup for its own work.

Can one person be connected to several companies?

Yes. That is the point of the model. The person signs in once and switches between their private area and every company that has invited them.

Can a company see the private area of the person?

No. The private area belongs to the person. A company sees only the data of the relationship it has with that person.

Does the person need the app?

No. Everything works in the browser as well. The app adds push messages on the phone, which is what makes appointments, messages and reminders arrive on time.

What happens if we end the relationship?

You can remove the connection. The person keeps their free personal account and the other companies they are connected to are not affected.

Ready to use Team & Client App?

Start free — the entire IDup platform in one login.

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