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?

View all 6

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?

View all 6

Manage Users 16

• How do I add a user to my account?
• What is the difference between a Writer User and a Reader user?
• How do I convert a Writer to a Reader and vice-versa?
• 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?

View all 16

Group Plan 2

• What is the Group Plan and how does it work?
• Can I mandate custom group content?