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Employer Web Portal (CloudBenefits)

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Video: How to Add a Contact and Create an Employer Portal (1:57)
How to Activate Sharing
Video: How to Activate Sharing - Inviting a Contact to Sharing on the Group Web Portal - FULL Process CloudAdvisor to CloudBenefits(2:24)
How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)
How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)
Video: How to Disable or De-Activate Sharing for a Contact on the Group Client Portal (1:03)

How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)

Matt Lister

July 21, 2020 20:00
Updated

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