We are pleased to confirm the upcoming release for RSM's Client Portal. This will be available to you on 3 April 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 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.
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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 user's account. Individual users can set this up themselves 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.
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What is MFA? Anchor What is MFA? What is MFA?
| What is MFA? | |
| What is MFA? |
MFA is a two-step process. You will 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.
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You will 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 the client portal.
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After the initial login, you will no longer see the QR code. Simply enter your username and password 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.
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Set up MFA at a client level, forcing all users at the client to use MFA.
Reset authentication for individual users.
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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.
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Where dashboards are not relevant to a payroll client, you will can now have the ability to disable the task dashboard, this is particularly useful for international clients. This will allow clients to still view the document and message centres but without dashboards.
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You will no longer receive an a 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.
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