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In the top righthand corner, click on your name and a dropdown will appear, click on settings. Once in the settings page, any changes that you make you will need to click save at the bottom of the page.
Options you can choose
You can set the following options:
Username- Your username is usually set to your email address, but you can update it. It must be between 6 and 50 characters in length and must be unique across all users on the portal.
Telephone- You can optionally add a contact telephone number here. If populated this will appear in This will be used to create your default message signature and will be visible to any your RSM contacts.
Mobile- You can optionally add a contact mobile number here. This is used for SMS authentication if enabled.You can choose between password only and two-factor email authentication. If
Authentication- Using this dropdown you can chose between:
Password -login in username and password.
Two factor-email - log in with your username and password goes through 2 step authentication process via email.
Time-based one-time password - if you enable two-factor authentication you will be asked to enter a verification code each time you log in to the portal.
If Home screen option- You will only see this option in your account settings if you have access to more than one dashboard (for example, the HR Toolkit and the standard dashboard). You can choose which you would prefer to have as your home screen option.
You can upload a profile picture to your account. Drag and drop an image into the upload area or click on select an image to upload to browse for an image file. When you upload an image, it will be saved immediately. You can delete your profile picture by clicking on the dustbin icon next to the image. This image will be used on a client's homepage within their welcome section against your contact details.
Setting up delegates
You have the ability to set a delegate who will receive messages and notifications when your out of office is set. The options within the dropdown are pre-set depending on your hierarchy type and manager. These options are set within your user details and are controlled by your admin user.
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If you do not enter any text in the message box, the out of office message will show an empty red box for any user trying to send you a message.
Profile Picture
You can optionally upload a profile picture to your account. Drag and drop an image into the upload area or click on select an image to upload to browse for an image file.
When you upload an image, it will be saved immediately. You can delete your profile picture by clicking on the dustbin. To replace the image simply click on select an image.