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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. 

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Configuration

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Configuration
Configuration

In order to To use this feature, you would need your IT team to configure a an application in your Active Directory.    If If you use Azure, you would will do this by creating an application with the details shown below.

Please note: We cannot offer assistance with the configuration.   Please contact your IT Team or services provider if you have any problems.

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We'll need this piece of information later.

Now click the end points tab 

Copy the values from the openID connect metadata document field. 

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3 - In the popup, enter a description for your use.   We recommend that you chose never in the expires field. Once complete click add.

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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

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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.