---
title: "CARM Reminder: approve your broker's access in the CCP"
description: As you prepare for the second release of the Canada Border Service Agency’s Assessment and Revenue Management (CARM) project, a reminder to ensure you approve your broker’s access to the CARM Client Portal (CCP).
image: https://blog.coleintl.com/hubfs/computer_49194713_s.jpeg
---
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### Request Info
# CARM Reminder: approve your broker's access in the CCP
Published: June 6,2023
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As you prepare for full implementation of the Canada Border Service Agency’s Assessment and Revenue Management (CARM) project, a reminder to ensure you approve your broker’s access to the CARM Client Portal (CCP).
## Get your CARM on
With the date of the second release (R2) of CARM currently targeted for 2023, things continue moving full-steam ahead in the CARM-iverse.
As with any transition to a new system, we can always expect a few bumps before landing the plane. While it’s terrific to see so many of our customers getting their CARM processes in place, via [registration in the CCP](https://blog.coleintl.com/blog/registering-in-the-carm-customer-portal), setting up [financial security](https://blog.coleintl.com/blog/carm-simplified-financial-security) and [delegating authority](https://blog.coleintl.com/blog/delegating-authority-with-carm), there are still a few pieces we’ve observed many customers missing.
One of these critical pieces is **ensuring that you have approved your broker access to your CARM Client Portal once registered.** Without this approval, your broker will not know you are registered and will not be able to asssit you in the CCP and in R2.
This is a quick fix, however, and thanks to the latest news from the Canadian Society of Customs Brokers (CSCB), one that can be done together with your broker to help confirm the right access has been granted for services.
## **What’s the buzz?**
The CSCB has been advocating tirelessly for better broker visibility into CARM and the CCP. As a result, brokers are now able to request a Delegation of Authority (DOA) report from the Canada Border Services Agency (CBSA).
You can benefit from this report by using it to ensure you and your broker are on the same page. This is a helpful tool for communicating to your broker the type of access granted to them, and for your broker to also confirm you are registered.
Keep in mind, the report can only be requested once. Here's how to get started:
- Once you have completed your CARM Client Portal registration, approve your broker’s access right away.
- In the CCP, choose "Manage Pending Third-Party Requests".
- Review the "Received Requests". From here, choose to "Approve" your broker, and select the desired role and visibility attributes.
- Learn more by watching this video from the CBSA: [How to set up a delegation of authority for a third party service provider in the CARM Client Portal (cbsa-asfc.gc.ca)](https://www.cbsa-asfc.gc.ca/multimedia/carm-gcra/portal-portail-r1-4-eng.html).
- Once you have approved your broker’s access request, let your broker know this has been done.
- When your broker requests their DOA report, the report will confirm that you have both registered in the CCP and delegated authority to them.
- Don’t see your broker’s request? You will need to contact them to submit one via their CCP.
Tip: In the event that you have multiple providers, decide which broker will have extended visibility as your primary CARM provider, and which others will be approved as limited. In order to avoid complications with your account, full visibility on a business management level (all programs) should only be provided to one broker.
That’s it! Now that you and your broker are on the same page, you can CARM on together.
## Make it simple
When it comes to being ready for CARM, the more prepared you are, the better your experience will be. Along with attending the webinars above, consider reviewing these resources and informative posts we've prepared for your education:
- [CARM Checkpoints app](https://www.coleintl.com/index.php?checkpoints)
- [Getting started with CARM](https://blog.coleintl.com/blog/getting-started-with-carm)
- [CARM simplified: registering in the CARM Client Portal (CCP)](https://blog.coleintl.com/blog/carm-simplified-registering-in-the-carm-client-portal-ccp)
- [CARM simplified: delegation](https://blog.coleintl.com/blog/carm-simplified-delegation)
- [CARM simplified: CARM import bonds](https://blog.coleintl.com/blog/carm-simplified-financial-security-0)
- [CARM: Cole's latest updates for importers](https://blog.coleintl.com/blog/carm-coles-latest-updates-for-importers)
- [Registered in CARM yet? Here's what you need to know right now](https://blog.coleintl.com/blog/registered-in-carm-yet-heres-what-you-need-to-know-right-now) (Feb. 2023)
## Help is standing by
At Cole International, we will continue offering account assistance to all our importer customers registered in CARM. Our brokers help by:
- ensuring you understand your CBSA account activities visible in your CCP;
- distinguishing between importer versus broker balances (note: broker balances will go away in CARM);
- clarifying what to pay the CBSA, and what your broker is paying the CBSA;
- alerting you to when payments should be made and when they will clear the balance;
- showing you where to access the information you need;
- assisting with outstanding credits and balances;
- keeping you up to date on the CBSA broker and process rules; ([Visit here](https://www.cbsa-asfc.gc.ca/prog/arl-glcc/menu-eng.html) for the most relevant updates regarding importer accounts.)
- continuing to provide [education](https://blog.coleintl.com/blog/getting-started-with-carm), [resources](https://blog.coleintl.com/hubfs/Gated%20Content%20and%20Headers/eGuides_Featured/Featured_CARM%20Impact%20on%20Canadian%20Importers.pdf) as well as full-spectrum customs broker services.
Confused by changing rules and requirements? An experienced customs broker can handle the details and make the import process easier. [Partner with us today](https://www.coleintl.com/carm-cbsa-assessment-and-revenue-management).
#### CARM. It's what we do.
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### Latest Articles
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- [4 mistakes to avoid when declaring value for duty](https://blog.coleintl.com/blog/4-mistakes-to-avoid-when-declaring-value-for-duty)
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- [When and how to change a customs entry after import](https://blog.coleintl.com/blog/when-and-how-to-change-a-customs-entry-after-import)
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Cole International is a logistics solutions provider offering a full spectrum of services from customs brokerage, transportation, warehousing and trade consulting.
#### Contact us today
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