You can link your client portal system, with your Microsoft Active Directory system so that your users will not need a separate username and password. You can then put a link on your Intranet that will take your employees directly into the system. While we cannot offer assistance with the configuration, we have provided you below with some instructions on how your IT team would do this and where you will get the information that RSM require to set this up for you. At the bottom of this page are the details that we require to apply to your client portal, for the SSO to be enabled.
Single sign on - a client guide
Single sign on - a client guide
Configuration
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From the next page, copy the application (client) ID.
We'll need this piece of information later.
Now click the end points tab
Copy the values from the openID connect metadata document field.
We'll need this piece of information later.
Make sure the ID Tokens tab is ticked
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Please note: If you move away from this screen you will not be able to copy this value again and you'll have to repeat the process.
We'll need this piece of information later.
What information does RSM need? Anchor What information does RSM need? What information does RSM need?
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| What information does RSM need? |
You now have all the information you need for us to configure your single sign-on. Please provide the following details to your support team.
- The OpenID Connect Configuration URL
- The Client ID
- The Client Secret
- Optionally, your public key
Once our support team have received these details, they will perform the configuration and invite you to test your access.