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Only Admin users can manage client information on the portal. To open the Clients admin list select Clients from the Admin menu.
The page lists details of all the clients that are managed by your office. You can filter the list by typing in the search box at the top right. To view the full details or edit a client click on the client name in the list.
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Contact users for a client are displayed in the HR toolkit and on the standard dashboard. Any RSM user can be selected as a contact for the client. Please note it's important to keep the contact user list up to date and also that it includes any delegate contacts as well. This list will populate the RSM recipients in the message centre, and allows the client know who their executive is and delegate cover when an executive it away.
To add a contact user:
- Start typing the name of the user you want to add.
- Suggestions that match the characters you type will be displayed. Select the user you are searching for.
- Click on the add icon
or press Enter. The user details will be added to the list of contact users on the right.
- Select the type of contact (Payroll, HR or Outsourcing) and enter their Role. The role is displayed with their contact details on the dashboards.
- You can also mark them as a primary contact. Please note only 1 primary contact can be marked per client.
- Click on the SAVE button.
Settings
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