As a Reader user, when you log in to your account you'll land on the main dashboard which will look something like this.
Reader users have limited functionality when compared to Writer users and hence a lot of the icons on the dashboard are greyed out for Reader users. For example, they cannot:
- Create or edit reports within the Report Builder (the 'parent' report)
- Create report templates.
- Customise their account.
Reader users can, however, interact with draft and published 'child' reports within the Report Editor.
As a Reader user, you'll notice a number of icons on the left-hand side as well as a pop-out sidebar that you can use to quickly navigate around the Genovo app. You can pin the sidebar, so it remains collapsed, using the arrow key towards the top (as per screenshot above).
On the right-hand side you’ll see a summary of the last twenty reports you’ve edited in the Report Editor and a recent news panel.
Libraries Dashboard
Libraries has a secondary dashboard that looks like this.
Reader users can only access the Client & report library.
Account Admin Dashboard
Account Admin has a secondary dashboard that looks like this.
To change your name and job title as it appears in your reports, upload a headshot and / or signature image, update your email address and view your role, click Your details.
To change your password, click Change password.
To enable / disable 2 Factor Authentication (2FA) for your account, click 2FA.