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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