The Account Owner or Account Admins (who have 'Manage users?' activated) can manage their account's users via Account Admin > Manage Users. It's here you'll find an overview of your account and its users.
Writer or Reader?
When adding a new user to your account, the first question you’ll need to ask yourself is should the user be added as a Writer or Reader user? This article explains the difference between a Writer and Reader user.
Have you got any unallocated user licences available?
The number of users you can add to your account is restricted to the Writer User Limit and Reader User Limit of your account.
Having determined the type of user you require, you’ll now need to check whether you have any unallocated Writer and / or Reader user licences available. If you do have spare user licences available, you’ll also notice an Add writer user and / or Add reader user button.
Adding a new user
It’s really simple to add a new user, just click the appropriate button and complete the fields as required. Once complete click Save.
When a new Writer User is added to an account, they are automatically sent a 'Welcome to Genovo' email explaining how they can quickly get started with Genovo. They will also be prompted to confirm their email address and set their password.
You'll find more information about user roles here.
You'll find more information about view all users' clients and reports here.
You'll find more information about workgroups here.
Maxed out plan’s user limit?
In the event that you’ve already maxed out your plan’s user limit and you do not have any available user licences available, there are a number of options available to you.
1. Reallocate an existing user licence to the new user
For example, it could be that one of your existing users is leaving the company and you simply want the new user to inherit their account. If this is the case you can simply update the name, email address etc of the existing user’s licence with the new user’s details.
2. Delete an existing user to free up a user licence and then add the new user
If the existing user is leaving the company, you may prefer to delete their account and free up a user licence so you can add the new starter afresh as a brand new user. This article explains how to delete a user and what happens to their data when you do.
3. Purchase an additional user licence for your account.
The cost of an additional Writer user licence is determined by the plan you are signed up to.
Irrespective of the plan you are signed up to, you can purchase a bundle of 5 Reader user licences for £10 per month + VAT.
If you want to add another user to your account, just contact us and we’ll get that sorted for you.
4. Upgrade your plan
Depending on the number of additional users you require, it may make more sense to simply upgrade your plan. Again, this is really easy to do, and this article provides step-by-step instructions to explain how Account Owners can do just that.