Instant Group Plan Edits

1. Log into the system https://benefits.cloudadvisors.ca, and click the top right Group name to ensure you are in the correct group. Type in at least 3 letters to generate the drop down list of groups to select from. 

2. Hover over the My Evaluation menu and select Benchmarking:

2. Click onto the benefits section you'd like to edit and click Edit Group Data:

3. Choose the summary you wish to edit and click Proceed - one summary can be edited at a time: 

4. Edit the Summary Details - or click Proceed.

5. Complete any required edits to the group data.

**These changes will update the group's live data, please ensure these adjustments are accurate to the group's current plan details.

6. Review and confirm all edits the data by clicking Save Changes:

7. Edits will be immediately visible on Benchmarking Dashboard, or on new reports generated post changes. 

For additional questions, please connect with [e-mail]