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 the following roles within your account:
The individual who signs up to trial Genovo will be automatically allocated the role of Account Owner. The Account Owner has full control of the account and access to everything that is available via their selected plan. The Account Owner will use up one of the Writer User licenses of an account and therefore it typically makes sense for this person to be the Head of Paraplanning (or a similar role) at the company.
An Account Admin is very similar to an Account Owner. In broad terms, an Account Admin can:
- Customise the look and feel of the company’s account and report template;
- Manage the account’s users; and
- Share custom content with other account users.
The only feature an account admin doesn't have access to is Your Subscription from the account admin dashboard, and thus they cannot change or cancel the company's subscription.
An Account User can still add custom content to their account but they won't be able share it with the team.
Click here for an overview of what each role can and cannot do within their account.