Manage Users
Account owners or admins (who have 'Manage users?' activated) can manage their account's users via Account Admin > Manage Users. It's he...
Thu, 16 Oct, 2025 at 5:30 PM
Genovo is a comprehensive report writing solution designed to reflect the different job roles (adviser, administrator, paraplanner, compliance) you tend to ...
Thu, 16 Oct, 2025 at 5:31 PM
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 ...
Thu, 16 Oct, 2025 at 5:31 PM
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. ...
Thu, 16 Oct, 2025 at 5:31 PM
Account owners and admins can activate View all users' clients / reports for users within their account. Once activated: A Writer user can: Create...
Thu, 16 Oct, 2025 at 5:31 PM
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...
Thu, 4 Sep, 2025 at 4:23 PM
There are three user roles for a Writer user in Genovo: Writer Owner Writer Admin Writer User By default, only Writer Owners are able to manage the...
Thu, 16 Oct, 2025 at 5:31 PM
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 '...
Fri, 26 Apr, 2024 at 7:36 PM
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 ...
Fri, 5 Sep, 2025 at 10:35 AM
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. ...
Tue, 29 Apr, 2025 at 8:40 PM