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

Genovo is a comprehensive report writing solution that has been designed to reflect the different job roles (adviser, administrator, paraplanner, compliance...

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. ...

There are two different types of user within Genovo - Writer users and Reader users - this article explains more. A role determines what a Writer user c...

The Account Owner and Account Admins can activate View all users' clients / reports for users within their account. Once activated: A Writer user ca...

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 for a Writer user in Genovo: Account Owner Account Admin Account User By default, only Account Owners have the ability t...

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 or Reader user is added to an account, they are automatically sent a 'Welcome to Genovo' email much like the one below. ...