You can update your business' account information at anytime from the Company Profile page and the My Providers detail pages.
Please note: If you are in the process of completing your application, you can update this information directly in the application.
- In your Green Check account, navigate to Company Profile.
- Here you'll find several different sections, or tabs. These include General, Operational, Transportation and Integrations.
- To find Documents or Additional Information (which are custom fields that the service provider wants you to fill out as part of the application), you can go to My Providers, and click on the specific service provider.
General
From the General tab, you can update your contact information, business details and business address.
To edit the information in any section:
- Click a tab to edit that section.
- Click the Edit button then click the field you want to update.
- After you update the desired fields, click Save.
Operational
From the Operational tab, you can update your employee, customer, and financial information as well as your hours of operation.
To edit the information in any section:
- Click a tab to edit that section.
- Click the Edit button then click the field you want to update.
- After you update the desired fields, click Save.
Documents
Within My Providers, click on a provider, and select the Documents tab. There you can upload new documents or add a comment to any requirement.
Read more about upload new documents.Transportation
From the Transportation tab, you can view all of your Method of Transportation options. The information here determines the options that are displayed for the Method of Transportation field when recording a deposit.
If you want to set a user or service provider as the default Method of Transportation, click on the star ⭐️icon next to the user or service provider. To remove them as the default, click the star ⭐️ icon again.
Integration
From the Integrations tab, you can manage your integrations with other software systems you use.
Read more about our current integrations and how to connect them.