Managing Clients

Clients Admin List

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.

Editing a Client

To edit a client click on the client's name in the admin list. The details and settings that you can edit are shown below.  To save any changes click on the SAVE button at the bottom of the page. To return to the admin list, either click on the BACK button or click on the Clients link in the title bar.

Details

The client details section allows you to edit the client's name and code. You will also see your office selected in the list. You won't be able to change this. If a client needs to move to another office, please contact support.

Contact Users

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:

1. Start typing the name of the user you want to add. 
2. Suggestions that match the characters you type will be displayed. Select the user you are searching for.
3. Click on the add icon  or press Enter. The user details will be added to the list of contact users on the right.
4. Select the type of contact (Payroll, HR or Outsourcing) and enter their Role. The role is displayed with their contact details on the dashboards.
5. You can also mark them as a primary contact. Please note only 1 primary contact can be marked per client.
6. Click on the SAVE button.

Settings

InPay URL - if the client has InPay then the URL should be entered here.

Use New Document Centre - ticked if the client is using the newest version of the document centre. By default this will be ticked for new clients.

HR Client - ticked if the client should have access to the HR Toolkit. Only tick this when requested by HR. Clients with this checkbox ticked will be visible to HR Admins, allowing them to add HR users and client contacts.

Enable SMS - if this setting is ticked, client users will have the option to choose Two Factor Authentication via SMS on their account settings page.

IP Restriction

If the Use IP Restriction is option ticked, clients will only be permitted to log into the client portal from certain IP addresses. To add a new permitted range add the IP addresses to allow from and to and then click on the add icon 

Adding a Client

To add a new client click on the ADD A CLIENT button at the top right of the Clients admin list.

Enter the details and settings for the client (see above) and then click on the SAVE button. Client name and office are the only required fields.

After saving you will be able to add contact users and edit any other settings.