Basic account admin 6

• How do I change my password?
• I've forgotten my password. How do I request a new one?
• I've been locked out of my account. What should I do?
• What is my user role?
• How do I export my client's data out of Genovo?

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Your subscription 5

• How do I upgrade or downgrade my plan?
• I want to downgrade but the plan isn't available
• How do I cancel my subscription?
• How do I reactivate my account?
• Which plan am I signed up to?

Billing 6

• How and when do I pay?
• How do I update my card details?
• Do I have to pay VAT?
• Do you issue refunds for partial months?
• I have a query about billing or invoicing. What should I do?

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Manage Users 14

• How do I add a user to my account?
• What is the difference between a Writer User and a Reader user?
• What are the different user roles?
• How do I activate 'view all users' clients / reports' and allow paraplanners to write reports for adviser within my account?
• How can I use workgroups to restrict which clients / reports another user can view and edit?

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