If you have not created Client Contact and activated sharing yet, view article: Adding a Client Contact
Part 2: Share a Benchmarking Report with Client Contact
Create a Benchmarking Report to be shared – Video Link How to Generate a Benchmarking Report (1:41)
On the left-hand side menu click MANAGE REPORTS.
Find the Report to share (most recent at top) and click the three dots symbol to the left of the report name.
Enter in the contact name or email address under SHARE CONTACT(S).
- If the name does not auto populate, you have not activated sharing.
- The text in this email is editable and you can make changes.
Once SEND is clicked this email will be sent directly to your client.
- NOTE the email is sent from CloudAdvisors and may be sent to Junk Mail.
- They will require their Login information to view and download the report from https://benefits.cloudadvisors.ca/