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Video: How to Generate a Benchmarking Report (1:41)
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Video: How to Search in Solution Library (1:31)
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How to use the Timeline Events, Tasks and Manage Private vs Share View (3:38)
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How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)
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How to Use Notifications and the Inbox Alerts (1:48)
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How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)
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How to Search Exclusive Solutions in Solution Library (1:46)
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How to Contact Provider via the Solution Library Search (1:32)
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How to read and use the Intro Benchmarking Report (3:28)
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How to Navigate C.A.L.E.B. Plan Insights - Your Advice Assistant (2:02)
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Video: How to Disable or De-Activate Sharing for a Contact on the Group Client Portal (1:03)
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Video: How to Activate Sharing - Inviting a Contact to Sharing on the Group Web Portal (2:24)
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Video: Uploading Reports to Manage Reports in CloudAdvisors (0:55)
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How to Access Support and Ask Questions on Platform (0:50)
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How to Search C.A.L.E.B. Insights for Across all Group Files (0:56)
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Video: How to Read a Benchmarking Comparison, Groups, Plans, Employees (3:15)
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Video: How to Produce the Meeting Notes Report (1:26)
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Video: How to Generate Benchmarking for a One or More Classes or Divisions (0:49)
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Video: How to View and Download Reports from Manage Reports (1:02)
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Video: How to login and access a Report from Manage Reports (0:30)
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Video: How to Share a Report to the Client Web Portal (0:54)
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Video: How to Share a Timeline Event to the Client Portal (1:22)
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Video: How to Create a Client Portal (1:25)
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How to Activate Sharing
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Video: How to Report an Issue in the Solution Library (1:09)
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Video: How to Navigate and Search the Solution Library via the Homepage (1:09)
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Video: How to Change Your Password (0:41)
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Video: How to Update Your Profile (1:00)
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Video: How to Update Group Information: Industry, Region, Group Size (1:10)
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Video: How to Update Group Status (Client, Prospect, Terminated) (1:05)
