Step 1: Log into CloudAdvisors.ca through this link: https://login.cloudadvisors.ca/
(read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Click on "Add Group" on the top right corner.
Step 3: Enter Client information.
Mandatory information: Name, Primary Industry, Secondary Industry, Number of Employees, Province, Group Type, and Group Status. If you don't know the exact number of the employees of the group, an estimated number will be helpful as well to determine the group size.
When adding the Secondary Industry, type in the keyword to search and select the category you see fit. After making the selection, make sure to click on "Add" by the search bar to add the selection. You can add as many as you need.
Make sure to add the Advisor and Support Person name as well (see second screenshot below). The names will show on the cover page of the reports.
Click on the "+" (circled in orange) on the right to open the drop-down for name list. Add as many names as you need for the group here:
You might not know about the information for the rest of the optional fields, such as sales details, but they can become the questions you ask to get to know more about your client!
Step 4: After you enter all the information you need, scroll down to the bottom and click to save the page.
You will receive this message below. Click "OK" to continue.
Now you are ready for generating benchmarking reports or entering more benefit details for your group!
If you have any questions regarding the instructions above, please email us at email@example.com.