This video walks you through how the Account Owner or Account Admins of a Company Plan can manage their account’s 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...

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...

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 ...

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...

Yes. Within a Company or Group Plan, you can assign the role of Account Admin to multiple users.

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...

When a new Writer User is added to account they are automatically sent a 'Welcome to Genovo' email much like this one.... Within the emai...

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....

The only reason you wouldn't be able to delete a user is if: 1. The user is the Account Owner (You can edit the name, email address etc, but you ca...