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.
You are able to select the Orgs you wish to include in a Peer Group during the creation process by checking the appropriate organizations from the drop down list
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 Peer Group in the top right.
- Enter the updated Name and/or Description.
- To add or remove an account from a custom peer group,
- Select the checkbox next to the accounts that you want included in the group or deselect the checkbox next to the accounts that you want to remove.
- Click Save in the bottom right.