We are pleased to confirm the upcoming release for RSM's Client Portal. This will be available to you on Monday 6th February 2023.
Listening to our users is important to us, we hope that you find these changes useful and they help streamline your business processes. 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
We have introduced multi-factor authentication for the client portal which will be available for all users. Using MFA gives enhanced security for a users' account. Clients Individual users can chose to set this up for all users within their company or only for individuals users. Speak to your payroll executive about activating this for youthemselves without needing to speak to their payroll executive. Alternatively if as a client you wish all your users to use MFA then RSM can switch this on for you at client level.
New features: Anchor Back to the top Back to the top
| Back to the top | |
| Back to the top |
...
Payroll automation & approved reports - Internal only
Group reporting for monthly enhanced payrolls - Internal only
New features
Multi-factor authentication & administration - all users Anchor Multi-factor authentication Multi-factor authentication
| Multi-factor authentication | |
| Multi-factor authentication |
...
MFA is a two step process. You will login log in 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 (which is time sensitive) 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? Anchor How is it set up? How is it set up?
| How is it set up? | |
| How is it set up? |
Firstly, make sure you have an authenticator app already downloaded on to your mobile device before speaking to RSM. Each individual user will need to have this on their own device. Once you have confirmation that this has been applied to your
Within the client portal user account, login to the client portal and follow the details below. , click on your name and go to settings. Within settings, click the dropdown authentication, select the option time-based one-time password. Scroll down and click save. This will now be active when you next log in to the portal.
How do users login for the first time? Anchor How do users login for the first time? How do users login for the first time?
| How do users login for the first time? | |
| How do users login for the first time? |
You will login log in to the client portal with your username and password as normal. You will then be presented with a QR code, and a verification code box. Scan the QR code using the authenticator app you have downloaded. The app will then provide you with a one-time 6 digit verification code, enter the code in the box provided and click next. You will then be logged into to the client portal.
After the initial login, you will no longer need to use see the QR code. Simply enter your username and password and you will then be prompted to enter your 6 digit verification code from your authenticator app. , click next and you will be logged into the client portal.
What happens if I have changed/lost my device? Anchor What happens if I have changed/lost my device? What happens if I have changed/lost my device?
| What happens if I have changed/lost my device? | |
| What happens if I have changed/lost my device? |
If you lose or change your mobile device, or have had to reinstall the authenticator application, you may need to have your MFA reset for the client portal. Please speak to your payroll representative, to reset this for you. Once reset, you will follow the steps as above as a first time user.
How to set up client MFA & reset
...
MFA - RSM
...
admins only Anchor Multifactor admin only Multifactor admin only
| Multifactor admin only | |
| Multifactor admin only |
Only RSM admin users with admin rights will be able to set :
Set up MFA . This can be set at individual user level or can be set at client level if all users associated with a client wish to use it. for individual users for a client they are associated with.
Set up MFA at a client level, forcing all users at the client to use MFA.
Reset authentication for individual users.
Individual user set upAnchor Individual user set up Individual user set up
| Individual user set up | |
| Individual user set up |
...
In the settings section you will have the dropdown option field called override authentication type. Select time-based one-time password.
...
Resetting MFA user login Anchor Resetting MFA user login Resetting MFA user login
| Resetting MFA user login | |
| Resetting MFA user login |
This can only be done by RSM admin users. To reset a user's authentication, go to users from the admin menu. Within the user's profile in the authentication section you will see reset totp authentication. Click this to reset. You will be asked if you are sure use wish to reset, click ok. The user will then follow -How does the user login for the first time - steps as above.
...
As part of automation, if within the client portal auto approved files and/or within InPay the RSM has full authority are ticked, then dashboard task of all autoBACS publishing (reports approved) should automatically be marked. This then allows the BACS file to be published. Previously the dashboard task was being skipped and stopping the process, this will now work as expected.
Group reporting for monthly enhanced payrolls - Internal only Anchor Group reporting for monthly enhanced payrolls Group reporting for monthly enhanced payrolls
| Group reporting for monthly enhanced payrolls | |
| Group reporting for monthly enhanced payrolls |
You will no longer receive an group reporting error if your payroll is set to monthly enhanced. Previously if a company with no group reporting set up but marked for payroll with 'monthly enhanced automation, an error would occur.