Access & Menus

Video Transcript

00.06

Logging On


Logging on to the Advo Online System is simple.

From the Advo Web site click on the Advo Online Login item in the menu

Scroll down then click on the "Login Here" button underneath the "Group Secretaries" banner

Enter your email address and your password which will have been supplied by your Advisor.

Clicking on the "Remember Me" checkbox will ensure that it remembers you next time you login.

Click on the "Login" button

Once you have successfully logged in you will be shown the Quick links page

00.51

Quick Links Page


This page gives you access to the most common tasks that you as a group Secretary will normally use.

Access to and a count of Products that Advo Administer

Access to and a count of Employees that Advo know about and are on one or more products

A Link to Add an existing employee to an existing product.

A Link to Remove an existing employee from a product

Access to a list of all the amendments that have been carried out on all of your products

A Link to Add a new Employee and to add them to multiple products

A Link to remove an Employee from all products, this is used for a company leaver

A Link to add dependents to an employee and to their products

01.49

Main Menu


The main menu is a constant item and is accessible from all pages.

The "Quick Links" Link takes you back to the Quick links page.

The "Products" link takes you to a list of the Products that are currently administered through ADVO Group. Clicking on the Green Information icon will take you into the product and give you more information.

The "Employees" link takes you to a list of all the Employees that Advo group know about. Clicking on the Green Information icon will take you into the employee and give you more information.

The "Amendments" link takes you to a list of all the Amendments that have been carried out on all of your products

The "Contact" link takes you to information about your Advo Advisor with a contact form for email requests.

The "Settings" link takes to you to a page where you can change your password and customise the colour of the title bar and the title text colour

The "Log Out" link logs you out of the Advo Online system.

03.15

Product Sub Menu


The Product sub menu is only accessible when you have accessed a product and is shown under the Main menu.

The "Product Details" link shows you an overview of the selected product with links to view break downs of branches; if applicable, benefit Lists, access to search for a hospital and online documentation.

The "Product Members" link shows you all the Employees that are on the selected product. There is the ability to filter and download the list as a CSV file.

The "Product Amendments" link shows you all the Amendments that have been raised against the selected product.

The "Product Documents" link shows you all the Documents that have been uploaded for the selected product.

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