Manage Users
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 ...
Tue, 5 Dec, 2023 at 5:26 PM
Genovo has been designed to reflect the different job roles you tend to find within the typical financial planning company, and hence we have a concept of w...
Wed, 21 Feb, 2024 at 2:53 PM
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...
Wed, 21 Feb, 2024 at 2:55 PM
The Account Owner / Account Admins of multi-user accounts can activate view all users' clients / reports for Writer Users within their account. Once act...
Wed, 7 Jun, 2023 at 3:06 PM
It is important to note that when you activate view all users' clients / reports for a user, they will be able to view and edit the clients / reports of...
Thu, 13 Jan, 2022 at 11:29 AM
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 Li...
Wed, 29 Jan, 2020 at 3:03 PM
It sounds like you've reached the user limit for your plan. If you do not have any available Writer and / or Reader users within your account (i.e. ...
Wed, 29 Jan, 2020 at 3:07 PM
When a new Writer user is added to an account, they are automatically sent a 'Welcome to Genovo' email much like the one below. Within the ...
Wed, 21 Feb, 2024 at 3:58 PM
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
This is easy. As a user you can view and edit your own email address via Account Admin > Your Details. The Account Owner and Account Admins of multi...
Wed, 21 Feb, 2024 at 4:07 PM