We are pleased to confirm the upcoming release for RSM's Client Portal. This will be available to you on Monday 6th February 2023.
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We always value feedback, so please let your RSM contact know if you wish to discuss anything further.
All previous release notes can be found here: Client Portal release notes.
Key highlight: Multi-factor authentication & administration
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MFA is a two step process. You will login to the client portal as normal, and then be required to enter a one time password. This password is generated by a mobile application authenticator. These can be downloaded via app stores, the most common ones are google authenticator and microsoft authenticator. When you go into your app, you will be given a one time password to enter into the client portal login screen. This adds an additional layer of security to your data and login details, based on a password that only you know, and a one time password on a device that only you have. If you are a client user, please speak to your payroll representative about setting this up.
How is it set up?
Firstly, make sure you have an authenticator already downloaded on to your mobile device. Only users with admin rights will be able to set this up , you will be able to apply MFA to any users you have access to. MFA is user specific, so will need to be applied to each user as required. If you do not have admin rights please speak to your RSM representative. for other users, this can be set at user level or at client level, if all users at a client wish to use it.
In the top menu bar, go to admin - users. Search for the user you want to apply this to and go into their record. You will see a section called authentication. Using the dropdown for authentication type, select time-based one-time password. To set up a new user go to. LINK
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