The Account Owner or Account Admins can manage their account's users via Account Admin > Manage Users. It's here you'll find an overview of y...

Genovo has been designed to reflect the different job roles you tend to find within the typical financial planning company, and hence we have a concept of w...

A role determines what a Writer user can and cannot do within their account. Depending on the plan you have selected, a Writer user may be assigned one of t...

The Account Owner and Account Admins can activate View all users' clients / reports for Writer users within their account. Once activated that Writer Us...

When you activate View all users' clients / reports for a user, they will be able to view and edit the clients / reports of all users within your accoun...

The number of users you can add to your account is determined by the plan you've selected, and is restricted to the 'Writer User Limit' and '...

It sounds like you've reached the user limit for your plan. You'll find more information about how to add a new user when you've maxed out your ...

When a new Writer user is added to an account, they are automatically sent a 'Welcome to Genovo' email much like the one below. Within the ...

The Account Owner or Account Admins can mandate 2FA for all of their account's users via Account Admin > Manage Users simply by toggling the Mandate ...

As the Account Owner / Account Admin, you may find that you need to deactivate 2FA for one of your account's users because they cannot (for whatever rea...