Invite a new account

When you want to invite a new business to complete your institution's account application, you'll create a new account and invite the primary contact directly in Green Check.

Invite a new account

  • In your Green Check account, navigate to the Accounts page.
  • Click Invite Account in the top right.
  • Enter the Account Details.

Please note: Account names must be unique, so you will not be able to invite an account with the same name as an existing account.

  • Click Next in the bottom right.
  • Enter the Primary Contact's information. The primary contact will be able to invite additional users to the account once they get logged in.
  • Click Review.