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Accessing Account Settings
To access your account settings, click on your name at the top right and select the Settings option.
Changing Your Account Settings
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Within your settings you can set up your contact details, set up a signature, and edit your notifications.
Anchor Back to the top Back to the top
Accessing your settings
Options available
Message signature & email notifications
Profile picture
Accessing your settings Anchor Accessing your settings Accessing your settings
| Accessing your settings | |
| Accessing your settings |
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 available Anchor Options you can choose Options you can choose
| Options you can choose | |
| Options you can choose |
You can set the following options:
Username
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- 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
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- You can optionally add a contact telephone number here. This will be used to create your default message signature and will be visible to your RSM contacts.
Mobile
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- You can optionally add a contact mobile number here. This is used for SMS authentication if enabled.
Authentication
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Here - Using this dropdown you can choose between password and two-factor authentication. If 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. Go to multi-factor authentication for further details.
Home screen option
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- 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.
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option.
Message signature & email notifications Anchor Message signature & email notifications Message signature & email notifications
| Message signature & email notifications | |
| Message signature & email notifications |
You can override the default message signature with a custom signature here. This will be displayed in each new message and reply you send in the Message Centre message centre.
There is basic formatting, and spelt check.
Note: The message signature allows some basic formatting. If you paste in text from another source, only the allowed formatting will remain.
Receive Email Notifications
To opt out of email notifications from the Document and Message Centres uncheck this box. You will no longer be notified by email when RSM upload a new document or send you a message.
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You can select/deselect 2 types of emails notifications: receive message/document centre email notifications & receive payment approval email notifications.
Notification ignore list - If you have multiple services with RSM, and want to stop all notifications against one of the services, you can also use the company dropdown to select a service. Click on the service and then the green cross, this will then show in a list. To remove it from the list click on the yellow arrow.
Profile picture Anchor Profile picture Profile picture
| Profile picture | |
| 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 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 
next to the image. on the dustbin. To replace the image simply click on select an image.