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.