Step 1: Log into the platform through https://login.cloudadvisors.ca/ (see the article "How do I log into Cloudadvisors.ca?" if needed)
Step 2: Click on the "Group," then the first "Group" in the drop-down of the Navigation bar on the left side.
Step 3: You will then see all the groups listed!
If the group you are looking for is not on the list, it means the client is not on the platform yet, and you need to create one.
--> Read "How do I create a New Group?" article if needed.
If you are already on the platform and work on a certain group previously:
Step 1: Click on the "Group," then the first "Group" in the drop-down of the Navigation bar on the left side.
Step 2: Click on the "Clear" button by the "Group" search tab (underline in orange).
If you have any questions regarding the instructions above, please email us at email@example.com.