We are pleased to confirm the upcoming release for RSM's Client Portal. This will be available to you on Monday 6th February 2023.
...
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.
New features:
Client portal single sign on - client users
...
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. For further information go to single sign on - client user guide. When you are ready, speak to your payroll executive , and they will request this to organise this to be set up for you.
Single sign on setup - RSM admin users only Anchor Single sign on - RSM admin users Single sign on - RSM admin users
| Single sign on - RSM admin users | |
| Single sign on - RSM admin users |
We have provided a guide on what details are required for you to successfully set up single sign on for a client. Go to single sign on - RSM admin guide. This guide will tell you what information is expected as well as where to enter the details. AA full guide for clients is available as well.
Improvements
Out of office and delegates - internal users only Anchor Out of office Out of office
| Out of office | |
| Out of office |
...
Delegate's out of office visibility - internal users only Anchor Delegate's out of office visibility Delegate's out of office visibility
| Delegate's out of office visibility | |
| Delegate's out of office visibility |
When choosing a delegate within the hierarchy screen, you will now be able to see an out of office has been set. Before their name you will see (out of office).
This is also reflected in the hierarchy tree. If a user has an out of office on, you will see a red clock symbol next to their name.
