How to link a user account to a business account in the CARM Client Portal

2021-06-08

In this video you will learn:

  • the steps for a Business Account Manager to set up their business account in the CARM Client Portal
  • the steps for an employee to request access to their business account in the CARM Client Portal

Transcript

Welcome to this video on linking a user account to a business account in the CARM Client Portal.

In this video you will learn:

The steps for a Business Account Manager to set up their business account in the CARM Client Portal.

And, the steps for an employee to request access to their business account in the CARM Client Portal.

Let’s start with the steps a Business Account Manager will take to set up their business account.

Please note: it is only necessary to register one program account.

The CBSA will link your remaining program accounts.

First, go to the CBSA CARM Client Portal.

Enter your GCKey username and password.

For the purposes of this video, we are using a GCKey to sign in.

You may also log in using a Sign-In Partner.

Click “Sign In.”

Click “Continue.”

Terms and conditions of use will be shown every time after login.

You must read and understand these every time before accepting them.

Declining the Terms and conditions of use will cancel the login process.

If you would like to proceed, click “Accept Terms.”

The first time you log in to the CARM Client Portal, you will see the “First time setup” page, shown here.

This is true for both Business Account Managers and for employees.

Please see the first video in this series, “How to Create Login Credentials and a User account in the CARM Client Portal” if you do not have credentials yet.

As a business account manager, your first step is to register your business.

Click “Register my business.”

Read the required details to create your business account in the portal.

Click “Next.”

Enter your unique business number (BN9) and the program reference number.

Confirm the authentication.

Click “Next.”

Input your business information, ensuring it is identical to that which the CBSA has on file.

We advise that you verify the CBSA’s information before you begin.

Note that even the punctuation used must match the information on file.

Any differences will result in an error message.

Click “Next.”

Validate your transaction information.

Check your Daily Notice or your Statement Of Account for the information requested on this page.

You can obtain these from your broker if you do not receive them on a regular basis.

Information provided here must be identical to that found in these documents, and should only be entered using numbers and decimals.

Click “Next.”

Review your business information.

Click “Confirm.”

You have successfully registered your business account.

Now let’s look at the steps an employee will take to request access to their business account.

As shown earlier in this video, as an employee, you will also be shown the “First time setup” page when you first log in.

Enter your Business Number (or BN9) to locate your business.

Please note: The business account must already have been set up by the business account manager to proceed.

If the business account has not been set up, the employee will be unable to link their individual account to it.

Click “Search.”

Provide a reason for requesting access.

Click “Request Access.”

The access request has been successfully submitted.

Once the request has been approved by the business account manager and access has been granted, the employee will receive a notification.

Here are some key points to remember about this process.

Thank you for watching.

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