Manage Users

VIDEO: Manage Users
This video walks you through how the Account Owner or Account Admins of a Company Plan can manage their account’s users.
Fri, 15 May, 2020 at 2:13 PM
How do I manage the users of my account?
Account Owners or Account Admins can manage their account's users via Account Admin>Manage Users. The Manage Users page provides an overview of your...
Fri, 6 May, 2022 at 2:54 PM
How do I update a user's email address?
This is easy. As a user you can view and edit your own email address via account admin>your details.  Account Owners / Admins of a Company Plan can v...
Thu, 13 Jan, 2022 at 10:48 AM
How do I reset a user's password?
This is easy. As a user you can reset the password for your account by clicking on the forgotten password? link at the bottom of the login page. Account...
Thu, 13 Jan, 2022 at 10:59 AM
Can I "deactivate" a user?
Yes. If you do not want a particular user to be able to access their Genovo account for any reason (e.g. they’ve left the company), you can do this with the...
Thu, 13 Jan, 2022 at 11:44 AM
What is the difference between a Writer User and a Reader user?
Genovo has been designed to reflect the different job roles you tend to find within the typical financial planning company. A Writer User can log in to ...
Thu, 13 Jan, 2022 at 11:16 AM
What are the different user roles?
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 t...
Thu, 13 Jan, 2022 at 11:17 AM
Can an account have multiple Account Admins?
Yes. Within a Company or Group Plan, you can assign the role of Account Admin to multiple users.
Thu, 16 Aug, 2018 at 12:17 PM
How best to add a user to your account
By way of a bit of background, as part of our January 2020 release, we repackaged our plans to more accurately reflect the different job roles you tend to...
Thu, 13 Jan, 2022 at 11:20 AM
How many users can I add to my account?
The number of users you can add to your account is determined by the plan you've selected, and is restricted to the Writer User Limit and Reader User L...
Wed, 29 Jan, 2020 at 3:03 PM