A Writer User can log in to Genovo and write reports for themselves or other users within their account (assuming they’re part of a company plan and share client / reports has been activated for them).
A Reader User cannot write reports but they can have reports written for them by a Writer User. Although a Reader User can login into Genovo they can only access account admin from their dashboard.
A paraplanner or adviser who writes or “tops and tails” reports would typically be added as a Writer User. An adviser who has all of his / her reports written for them by a paraplanner would typically be added as a Reader User.
To add more Writer Users to your account you can either upgrade your plan or contact us to increase the Writer User Limit of your account. You will need to contact us to add Reader Users to your account.