Cloudifi Retainers — User Guide (v1.5.5) 10-4-2025

For Clients (User Guide)

1) Accessing your portal

• Log in to your account.
• Open the Retainer Portal page (your company may send you the link, or you’ll see it in the site menu).
  (This page shows only for logged-in clients who are mapped to a retainer profile.)

2) What you’ll see

• Retainer Summary (top of the page)
  • Current Balance ($)
  • Hourly Rate
  • Time Left (hours you can use at the current rate)
• Request a Top-Up (next to the summary)
  • Enter the amount you want to add.
  • Add an optional note.
  • Click Send Request.
  • Important: By submitting a top-up request, you authorize us to charge the amount requested. Funds appear in your balance only after payment is processed and confirmed by our team.
• Ledger
  • A running list of deposits (funds added) and debits (time used).
  • Each entry shows the date, minutes (for work), rate (for time), amount, note, and who logged it.

3) Low balance alerts

• If your balance is near the set threshold, you’ll see a reminder to request a top-up.

4) What you can’t do (by design)

• Edit or delete ledger entries.
• Add funds directly to your balance (top-ups become pending and are added after payment is confirmed by the admin team).