PART 1: Adding a Client Contact
Ensure you are in the proper GROUP to add the contact in.
On the left-hand side menu click CONTACTS.
Choose ADD GROUP CONTACT from the right-hand blue button.
Enter the details of the contact including Name and Email Address.
Ensure the Activate Sharing toggle is moved to YES.
Click Save Changes.
Once saved, an automated email will be sent directly to your client with their login and password.
- NOTE the email is sent from CloudAdvisors and may be sent to Junk Mail.
- This login is required to access all Reports or Support Documents shared.
Your client has now been entered and is ready for File Sharing.