Client Portal V9.1 release notes June 2023
- Kelly Collins
We are pleased to confirm the upcoming release for RSM's Client Portal. This will be available to you on Monday 6th February 2023.
Listening to our users is important to us, we hope that you find these changes useful, and they help streamline your business processes.
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
Single sign on setup - RSM admin users only
Improvements:
Out of office and delegates - internal users only
Delegate's out of office visibility - internal users only
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 to organise this to be set up for you.
Single sign on setup - RSM admin users only
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
You will now be prevented from updating an out of office if you have not set a delegate. If you try to set the out of office without a delegate set, an error message will appear in the top right hand corner, informing you that a delegate must be set. Go to settings - (RSM Users) or setting a delegate and out of office for another RSM user
Delegate's out of office visibility - internal users only
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.
