Step 1 of the uploading your plan process is to add your users. Only Administrators can add new users to the system.

This is a manual process. You will need the first and last name, title and email address of everyone you wish to add to Rova.

  • Click on Admin in the upper right corner and select users from the drop-down menu.
  • You will be taken to a screen with all of your existing users. Scroll to the bottom and hit the green Create button.
  • Fill in the necessary information and select the role.
  • That user will receive an email to register their account.
  • Repeat as often as necessary.

Next, add your clients and then add the plan and its components.

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