The Provider Library

VIDEO: The Provider Library
This video walks you through how you can quickly and easily manage the providers that get listed out in the provider drop down menu included in the Plan Sum...
Tue, 18 Sep, 2018 at 11:42 AM
What is the Provider Library?
The Provider Library allows you to manage the providers included within the provider drop down menu you'll find in the Add / Edit Plan page of the Plan...
Tue, 11 Dec, 2018 at 11:08 AM
How do I add a provider to the Provider Library?
This is easy. From your dashboard click investment & providers > provider library. The provider library looks like this. Click add provider. You w...
Fri, 14 Sep, 2018 at 4:37 PM
How do I link a custom provider to a recommendation section?
Having added a provider to your Provider Library, you can link it to one or more recommendation sections from within your Provider Library. From your dashbo...
Fri, 14 Sep, 2018 at 4:37 PM
How do I hide a provider?
If you don't use a particular provider, you can hide the provider and remove it from the Provider drop down menus in the add / edit plan pages of the v...
Tue, 21 Jan, 2020 at 4:39 PM
How do I share a provider?
Administrators of Company or Group Plans can share their custom providers with other account users or linked accounts via their Provider Library. To share a...
Tue, 21 Jan, 2020 at 4:48 PM
Why can't I edit a provider in my Provider Library?
You can only edit providers belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). For further informat...
Thu, 16 Aug, 2018 at 12:17 PM
Why are the providers in my Provider Library colour coded?
The providers are colour coded so you can quickly identify who has created and owns them: blue belong to Genovo, purple belong to your group, orange belong ...
Thu, 16 Aug, 2018 at 12:17 PM
Is there a limit on the number of providers I can save in my Provider Library?
No. You can save as many providers as you need within your Provider Library.
Thu, 16 Aug, 2018 at 12:17 PM