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FAQs and troubleshooting
A curated list of the most commonly asked questions by CacheFlo Advise users
Accessing the CCS Marketing Library & Resources
Accessing the CCS Marketing Library & Resources in CacheFlo Learn All of your CCS marketing materials and resources are in CacheFlo Learn, which you can access in CacheFlo Advise. Step 1. Click Resources on the side menu in Advise. Step 2. Click **CacheF
Changing your email
Updating your email in CacheFlo Advise Unfortunately, you cannot update your email in CacheFlo Advise 🙁. Instead, please follow these steps to contact us via our live chat support. Step 1. As a security precaution, we need you to log in to verify your account before we can change your email address. Go to the CacheFlo Advise login page, enter your email and password, and click the Log In button. !(https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/log-in_
Changing your password
Changing your password in CacheFlo Advise Step 1. Go to the login page and click Don't remember your password? Step 2. Enter your email address and click Send Email. Step 3. An email will be sent to you to with a link to reset your password.
For help fixing common log in issues Common log in issues Log in to CacheFlo Advise with the email address associated with your account and password. Wrong email or password If you see the error message WRONG EMAIL OR PASSWORD, there could be several reasons why. Password is incorrect: Check that the password you entered is correct. If you forgot your password, you can reset it by clicking Don't remember your password?. Here is a support article that walks you throu
The CacheFlo Status page lets you know when there is downtime and scheduled maintenance. To access the CacheFlo Status page, go here: https://status.cacheflo.co/
Setting up multi-factor authentication for CacheFlo Advise
Setting up multi-factor authentication for CacheFlo Advise Multi-factor authentication provides an additional layer of security to your CacheFlo Advise account. In order to use your account, multi-factor authentication must be set up. Step 1. If you do not already have an authenticator app, download one (such as Google Authenticator) on your personal mobile device. You c
Downloading invoices in CacheFlo Advise Step 1. Click Profile in the menu, and scroll down to the View Invoices section. Step 2. Click Prepare to generate your invoice, and wait for the invoice to finish loading. Step 3. Click Download to download a copy of your invoice. !(https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/download-invoice_zs84ih.p
Exporting household data
Exporting household data You can export your client’s household data from the households table and download it as a CSV file. Step 1. On the Home tab where you see all the households, click the **three vertical dots ** for more options in the upper right-hand corner. Step 2. Click Export households, and you will get a pop-up to confirm you want to export, then click Export.