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Delegating authority with CARM

One of the main features of CARM--and a critical aspect of maintaining seamless operations for yourself as an importer--is the delegation of authority through the CARM portal.

Assigning both levels of authority and visibility for employees and third parties such as your Customs broker should be done once registered on the CARM Client Portal (CCP) and prior to CARM Release 2, scheduled for Spring 2022.

Review the process of registering for the CARM portal here.

Remember, each employee or third-party service provider will first need to create their own individual user account. They then will request access to your business, not the other way around.

A note on CARM terminologyCARM_MondayBlog_2

CARM differentiates between the Business level and the Program level for the delegation of various roles covered below.

In CARM, Business (as in Business Account Manager) refers to the BN9 level of your company. Program (as in Program Account Manager) refers to BN15 (import account, RM identifier).

Please refer to this glossary of CARM acronyms for more CARM terminology.

User roles

Employee roles

The roles and levels of authority you can assign your employees include:

  • Business Account Manager (BAM): Full management access at the business/enterprise BN9 level and all program BN15 levels.
  • Program Account Manager (PAM): If your business includes several programs, the PAM has access and abilities for their assigned BN15. They can grant access to employees of their program, create, edit and view all Program transaction information.
  • Editor: Able to create, edit and view all transaction information for a Program BN15.
  • Reader: Able to view transaction information for a Program, but not able to create or edit information.

Third-party roles

  • Third-party Business Account Manager (pBAM): Full access to the BN9 level and all Program BN15accounts.
  • Third-party Program Account Manager (pPAM): Ability to create, edit and view all Program transaction information related to their assigned BN15. 

Visibility

You also have control over the visibility level of each third-party granted access to your business in CARM.

For example, when setting the visibility level for your Customs broker, the three levels of visibility are:

  1. Your Customs broker is able to see only transactions they submit on your behalf
  2. Your broker is able to see transactions you (the importer) submitted and transactions they submitted.
  3. Full visibility: your broker can see transactions submitted by them, you (the importer), and other third-party service providers.

Something to keep in mind: A SOA (statement of account) includes all transactions (which may include those by several third parties). If your Customs broker needs to see the SOA, you’ll need to grant them full visibility in addition to BAM delegation.

Delegating authority to employees

  1. Select Manage employees or Pending requests
  2. Select which Programs they will have access to (all programs or specific individual programs)
  3. Select their type of access, ie. BAM, PAM, Editor or Reader level
  4.  Review their access summary

Delegating authority to third parties, ie. Customs broker

  1. Select Manage third-party requests/business relationships
  2. Approve your Customs broker’s access request
  3. Indicate which programs they have access to (all programs or specific ones)
  4. Select their role/type of access: pBAM, pPAM, Editor, Reader
  5. Indicate how transactions should appear, ie. submitted by your broker, broker and importer, or all transactions.
  6. Review the summary

While these steps are relatively straightforward on the CARM portal itself, the process of determining which role and level of visibility each employee and third-party receives involves a lot of forethought and internal discussion. Learn about each of the roles and levels of visibility within CARM and determine which is appropriate for each of your employees and service providers to ensure seamless operations once CARM Release 2 goes live in Spring of 2022.

We are here to help! Please visit our website, or email us with any questions, or get started today and... 

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