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...
Thu, 29 Oct, 2020 at 8:17 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...
Mon, 24 May, 2021 at 5:10 PM
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 ...
Fri, 21 May, 2021 at 1:24 PM
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, 4 Feb, 2021 at 4:46 PM
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 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
How is a user notified that they have added to my account?
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...
Thu, 29 Oct, 2020 at 8:18 PM
Why can't I add any more users to my account?
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
Why can't I delete a user?
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...
Wed, 12 Sep, 2018 at 11:46 AM