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Client User Guide

Client User Guide

Owned by Mark Holland (Unlicensed)
Last updated: Jan 05, 2023 by Kelly Collins

Below you will find links to the title pages. We have also provide links to each specific section within the page, helping to navigate you to exactly where you need. 

Accessing the Client Portal

Account Settings

  • Accessing your settings
  • Options available
  • Message signature & email notifications
  • Profile picture

    • Using the Document Centre

    Using the Message Centre

    InPay Reports

    Payment Approval

    RSM Employers Toolkit

    Multi-factor authentication

    Single sign on - client user guide

    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. This will allow you to put a link on your Intranet that will take your employees directly into the system. Initially when a user logs in, they will be required to enter their email address. After that, it is stored and a button will be displayed allowing the user to click and be taken directly to the system.