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Green Check Direct User Access Comparison Chart

When setting up users in your Green Check Direct portal, you will be required to specify User Access Privileges according the chart below:

 

Access Privilege

Employee

Manager

Admin

Accounts & Dashboard

Account Number

 

✓

✓

Balance

 

✓

✓

Alerts

✓

✓

✓

Linked Bank Accounts

   

✓

Manager Creditors

   

✓

Invoices

View

✓

✓

✓

Create

 

✓

✓

Pay

 

✓

✓

Void

 

✓

✓

Manage Recurring***

 

✓

✓

Deposits & Withdrawals

View

✓

✓

✓

Create

 

✓

✓

ACH Payments

View

✓

✓

✓

Create

 

✓

✓

Manage Recurring***

 

✓

✓

Bill Pay

View

 

✓

✓

Create

 

✓

✓

Manage Recurring***

 

✓

✓

Pay & Balance Transfer

View

✓

✓

✓

Direct Pay

 

✓

✓

Balance Transfer

 

✓

✓

Wire Transfer

View

✓

✓

✓

Create

 

✓

✓

Manage Recurring***

 

✓

✓

Remote Check Capture

Enrollment**

   

✓

Mobile Deposit App

 

✓

✓

Reporting

All Transactions

✓

✓

✓

Monthly Statement

✓

✓

✓

All Accounts Report*

 

✓

✓

Note: multi-tenancy is available for all users

*This feature is available for users with multi-account access

**Enrollment of a user is restricted to Admins and is subject to the availability of limited licenses

***Recurring payments will be supported in a future release