What a user can and cannot do within their account is determined by their:

  • User type; and
  • Role.


There are two different types of user within Genovo - Writer users and Reader users - this article explains more; as well as the following user roles:


Writer users


Writer Owner 


The individual who signs up to trial Genovo will be automatically allocated the role of Writer Owner. A Writer Owner has full control of the account and can access everything that is available via their selected plan. In broad terms, they can:

  • Change or cancel the company's subscription.
  • Manage the account’s users.
  • Customise the look and feel of the company’s account and report template.
  • Create and share custom content (such as custom snippets and custom library items).
  • Add and edit clients.
  • Create 'draft' reports via the Report Builder and edit and publish them via the Report Editor.


Given this role will use up one of the Writer user licenses of an account, it typically makes sense for this person to be the Head of Paraplanning (or a similar role) at the company.


Writer Admin 


A Writer Admin is very similar to an Writer Owner. In broad terms, they can:

  • Manage the account’s users (assuming 'Manage users?' has been activated for them).
  • Customise the look and feel of the company’s account and report template.
  • Create and share custom content (such as custom snippets and custom library items).
  • Add and edit clients.
  • Create 'draft' reports via the Report Builder and edit and publish them via the Report Editor.



The only feature a Writer Admin doesn't have access to is Your subscription from the Account admin dashboard, and thus they cannot change or cancel the company's subscription.


Writer User 


A Writer User can in broad terms:

  • Create custom content (such as custom library items).
  • Add and edit clients.
  • Create 'draft' reports via the Report Builder and edit and publish them via the Report Editor.


Reader users


Reader Owner 


A Reader Owner can in broad terms:

  • Change or cancel the company's subscription.
  • Manage the account’s users.
  • Add and edit clients.
  • Edit and publish 'draft' reports via the Report Editor.


This role is typically relevant for directors / business owners who want to retain control over account management / billing, but don't write reports.  


Reader User


A Reader User can in broad terms:

  • Add and edit clients.
  • Edit and publish 'draft' reports via the Report Editor.


It is possible to change the role of a user at any time. Changing the role of a user from one of the Writer roles to a Reader role will free up a Writer user license and use up a Reader user license, and vice-versa.


At least one user on the account must have the role of Writer Owner or Reader Owner at all times.