FAQs
Quick answers to common SureCloud questions about access, platform use, admin, integrations, and support.
Getting started
How do I log in to SureCloud?
Your login URL is unique to your organisation and follows the format [yourorganisation].surecloud.io. You should have received this in your welcome email. If you can't find it, ask your SureCloud administrator or email success@surecloud.com.
I've forgotten my password. How do I reset it?
Go to your login page and click Forgot password. A reset link will be sent to your email address. If you use SSO to log in, contact your IT administrator to reset your credentials.
How do I get access to SureCloud?
User accounts are created by your organisation's SureCloud administrator. Ask them to create an account for you. If you're the administrator and need help, see Creating and managing user accounts.
Using the platform
How do I find a record I was looking at recently?
Your Home page includes a Recently Viewed section showing the last records you accessed.
How do I export data from SureCloud?
Records can be exported to Excel and individually to Word using the export feature. Reports can also be exported. See Bulk export of records, Exporting reports and Export to Word for instructions.
How do I raise a task for someone?
Tasks are managed within records. Open the relevant record and use the Tasks section to assign a task to a user. See Tasks and priorities for a full guide.
Admin & access
How do I add a new user?
Navigate to the Users area in the left-hand navigation and click Add User. See Creating and managing user accounts for full instructions.
How do I set up single sign-on (SSO)?
SSO configuration depends on your identity provider. See the relevant guide: SSO support.
How do I control what a user can see and do?
Access is controlled through Roles and Groups. Roles define what actions a user can perform; groups control which records they can access. See Managing system permissions.
Integrations & API
Does SureCloud have an API?
Yes — SureCloud has a REST API. See Integrations for full documentation.
What integrations does SureCloud support?
SureCloud integrates natively with Jira, BlackKite, OpenAI, and supports custom integrations via the REST API and ETL. See the Integrations page for details.
Support & issues
How do I report a bug or problem?
Email success@surecloud.com with an explanation of what you're trying to achieve. Attach screenshots if needed.
Is SureCloud experiencing issues right now?
Check our status page for live platform status and any known incidents.
How do I suggest a new feature?
Email success@surecloud.com with your suggestion, submit it directly within the platform, or share it with your Customer Success Manager.
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