The Account Owner or Account Admins (who have 'Manage users?' activated)  can manage their account's users via Account Admin > Manage Users. ...

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...

A Writer user can be converted to a Reader user and a Reader user can be converted to a Writer user. To do this, go to Account Admin > Manager Users. ...

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...

The Account Owner and Account Admins can activate View all users' clients / reports for Writer users within their account. Once activated that Writer Us...

When you activate View all users' clients / reports for a user, they will be able to view and edit the clients / reports of all users within your accoun...

There are three user roles in Genovo: Account Owner Account Admin Account User By default, only Account Owners have the ability to manage the other...

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 '...

It sounds like you've reached the user limit for your plan. You'll find more information about how to add a new user when you've maxed out your ...

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 ...