Manage your Peer Groups

Peer groups are designed to allow you to group your accounts based on a set of characteristics as defined by your institution. These customizable groups are leveraged when conducting your sales and transaction analyses during account reviews.

Default peer group

By default, all accounts are added to the Default peer group.

Accounts are removed from the default group when they are added to a custom peer group.

Create a custom peer group

  • In your Green Check account, navigate to Settings Peer Groups.
  • Click Create Group in the top right.
  • Enter a Name and a Description.
  • Click Create in the bottom right.

Edit a custom peer group

  • In your Green Check account, navigate to Settings Peer Groups.
  • Select the peer group you want to edit.
  • Click Edit Group in the top right.
  • Enter the updated Name and/or Description.
  • Click Save in the bottom right.

Add or remove accounts from a custom peer group

  • In your Green Check account, navigate to Settings Peer Groups.
  • Select a peer group.
  • Click Add/Remove Accounts in the top right.
  • Select the checkbox next to the accounts that you want included in the group and click Save.

Add to Peer Group