Set owners to receive tasks globally for your org (plus, watch a training session on demand!)
Announcing a new way to set task ownership!
We're excited to announce a game-changing enhancement within Green Check! Now, choose a user or group who will receive tasks and notifications for a specified area of the app, such as FinCEN, deposit reconciliation, accounts, monitoring, and core data events! 🌟
What does this mean for your FI?
- Enhanced Accountability: Clearly define responsibility for compliance tasks and activities at the global level by choosing the user or group responsible for the area of the app.
- While admins will still be able to view all tasks, they will no longer be bogged down by receiving tasks for every event on Green Check! This means less noise and more clarity on who is responsible for what.
- Streamlined Oversight: Ensure comprehensive oversight across all app areas, promoting consistency and standardization.
- Increased Efficiency: Drive efficiency in compliance workflows by assigning ownership based on specific functionalities.
If you have any questions or need assistance, don't hesitate to reach out to our dedicated support team. In case you missed the training webinar, here's a link to the recording! Or click the image to open the webinar.
Thank you for choosing Green Check for your cannabis banking needs. Together, let's elevate your compliance journey to new heights!