How to set up a delegation of authority for a third party service provider in the CARM Client Portal

2021-06-08

In this video you will learn:

  • how to access the delegation of authority page within the portal
  • the process for delegating authority to a third party

Transcript

Welcome to this video on how to set up a delegation of authority for a third party service provider in the CARM Client Portal.

In this video you will learn:

How to access the delegation of authority page within the portal and, the process for delegating authority to a third party.

Let’s begin by learning how to access the delegation of authority page.

First, click on the CBSA CARM Client Portal link.

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 on Sign In.

Click on the “Continue” button.

The terms and conditions of use will be shown each time you log in.

You must read and understand these every time before accepting.

Click on the Accept Terms button if you would like to proceed.

From your portal home page, click on “Manage pending third party requests” under the “most requested” column.

Alternatively, click the “Setup my portal” link and navigate to the “Manage business relationships” link found there.

Now, let’s review the process for delegating authority to a third party service provider.

It is important to note that there are only two user roles that can delegate authority to a third-party service provider: Business Account Manager and Program Account Manager.

From this page, you will be able to manage third-party access requests to your account.

If you know the action you would like to take select: “Approve” or “Reject” accordingly.

Or, for more information about the request, click “Details.”

Review the details provided. Comments regarding the access request from the third party can be found here.

If you would like to grant the third party access, click on the “Approve” button to continue.

Indicate which programs the third party service provider should have access to by selecting either: “All programs,” or “Specific programs.”

Select from the drop-down menu the type of access that you want to approve.

Indicate the transaction visibility attributes for the third party here.

Visibility attributes control which requests or transactions a service provider can view based on who submitted the information.

Click on the “Next” button.

You can review the access summary for the third party here.

If you would like to proceed, click the “Approve” button.

Confirmation of the access request approval can be found here.

Here are some key points to remember. 

Thank you for watching.

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