Inviting Clients to CloudAdvisors

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. 

If your group is not currently in the system you will need to Add a New Group.

2. Hover over the My Evaluation menu and select Group Profile:

3. Click the Group Contact Tab and click Add Contact.

4. Add the Employers Name, Role, Email and click "Invite to CloudAdvisors" 

Notes: 

• The user will receive a Plan Evaluation Summary email and a Welcome Email with login details to view the group you have invited them to. 
• The user will not be able to generate reports, however they can view and download the reports you have previously generated.
• The user will be able to view the Benchmarking Dashboard and Advanced Filters.
• The user will have access to the Marketplace.