Getting Started

Solution Marketplace

• Functionality of a Solution Page

Login to CloudAdvisors Portal

• Log into CloudAdvisors.ca

Setting Up Contacts and Groups

• How to Terminate (Delete) a Client Plan
• My advisor shared a report, shared an event, or shared a solution with me, how do I access it?
• Edit the Created Group
• Add or Update the Advisor and Support Person
• Add a New Client or Prospect for Plan Evaluation, Benchmarking and Quotes
• Uploading Client Booklets and Prospects

See all 8 articles

Member Data (Employee Data/Census Data)

• French Intro Report
• Data Collected in the Member Spreadsheet (Census)
• How to Upload Member Data

Employer Web Portal (CloudBenefits)

• Create an Employer Portal (1:57)
• Sharing on the Employer Portal (2:33)

Service & Support Packages

• Standard, Enhanced & Premium Support Packages
• Professional Services