image. From the Client Portal homepage, click the "**Accounts"** tab.

From the Client Portal homepage, click the "**Accounts"** tab.

image. Click the "**Create Account**" button.

image. Click "**Account Type**" field and select the "**Organization**" from the drop-down list.

Click "**Account Type**" field and select the "**Organization**" from the drop-down list.

image. Answer, **"Are you acting on behalf of the organization as a Third-Party representative?"** Select **"Yes"** or **"No"**.

Answer, **"Are you acting on behalf of the organization as a Third-Party representative?"** Select **"Yes"** or **"No"**.

image. If you select "**Yes**"**,** an additional field will appear. Answer, "**Are you acting as the**" and select from the drop-down menu.  **Important:** A Property management company or Submitter account must be created before moving to the next step.  Select the "**Property Management Company**" or "**Submitter**" option from the drop-down list.

If you selected "**Yes**" that you are acting on behalf of an organization as a Third-Party representative, an additional field will appear, "**Are you acting as the**". Select from the drop-down menu, "**Property Management Company**" or "**Submitter**".

**Important:** A Property management company or Submitter account must be created before moving to the next step.

image. Click the **"TSSA account number of the Third Party"** field and select the **TSSA Account** from the drop-down list.

Click the **"TSSA account number of the Third Party"** field and select the **TSSA Account** from the drop-down list.

image. Enter the name of your organization in the **"Legal Name"** field.

Enter the name of your organization in the **"Legal Name"** field.

image. Click the **"Organization Type"** drop-down list. Select one of the following options:  - Sole Proprietor  - Limited Partnership/Limited Liability Partnership (LLP)  - Corporation  - General Partnership  - Charity  - Foreign Corporation Business  - Cooperative  - None of the Above  **Important:** Based on the **Organization Type** you select, certain fields will become mandatory.

Click the **"Organization Type"** drop-down list. Select one of the following options:

- Sole Proprietor

- Limited Partnership/Limited Liability Partnership (LLP)

- Corporation

- General Partnership

- Charity

- Foreign Corporation Business

- Cooperative

- None of the Above

**Important:** Based on the "**Organization Type"** you select, certain fields will become mandatory.

image. Click the **"Other Name/Type"** field and select one options:  - **Operating as** - **A Division of** - **Doing Business as** - **Not applicable**  If the organization has another name, click the "Other Name" and enter it in the field.

Click the **"Other Name/Type"** field and select one option:

- **Operating as**
- **A Division of**
- **Doing Business as**
- **Not applicable**

If the organization has another name, click "**Other Name**" and enter it in the field.

image. Click "**Next**" to begin enterring the "**Address**" details.

Click "**Next**" to begin entering the "**Address**" details.

image. Enter your address in the **"Search and Select Address"** field.  **If your address cannot be found,** manually enter your address in the following fields:  - Street Number or Name - Country - Province/State - City - Postal/Zip Code  Enter your email address in the **"Primary Account Email Address"** field.

Enter your address in the **"Search and Select Address"** field.

**If your address cannot be found,** manually enter your address in the following fields:

- Street Number or Name
- Country
- Province/State
- City
- Postal/Zip Code

Enter your email address in the **"Primary Account Email Address"** field.

image. If your **Billing Address** is the same as the primary address, place a checkmark beside "**Same as Primary Address**" or manually enter a different address.  Select the "**Addressee"** option if applicable.

If your **Billing Address** is the same as the primary address, place a checkmark beside "**Same as Primary Address**" or manually enter a different address.

Select the "**Addressee"** option if applicable.

image. Click the **"Preferred Delivery Method for Billing"** field and select either "**Email**" or "**Mail**".

Click the **"Preferred Delivery Method for Billing"** field and select either "**Email**" or "**Mail**".

image. If your **Shipping Address** is the same as the Billing Address, place a checkmark beside "**Same as Billing Address**" or enter a different address.  Select the "**Addressee"** option if applicable.

If your **Shipping Address** is the same as the Billing Address, place a checkmark beside "**Same as Billing Address**" or enter a different address.

Select the "**Addressee"** option if applicable.

Click the **"Preferred Delivery Method for Shipping"** field and select either the **"Email"** or **"Mail"** option.

Click the "**Next**" button to enter your "**Contact**" details.

image. Complete the following fields for your "**Primary Contact Details**".  - Primary Account Phone Type - Country Code - Primary Account Phone Number  Click the "**Next**" button to review a summary of information.

Complete the following fields for your "**Primary Contact Details**".

- Primary Account Phone Type
- Country Code
- Primary Account Phone Number

Click the "**Next**" button to review a summary of information.

image. If any changes are required in your summary, click the edit button and make adjustments to your information.

If changes are required in your summary, click the edit button and make adjustments to your information.

image. Scroll to the bottom of the page and place a checkbox beside, "**I certify that the information I have provided in the form is true**".

Scroll to the bottom of the page and place a checkbox beside, "**I certify that the information I have provided in the form is true**".

image. Click the **"Terms of Use"** option. Terms of Use will appear.

Click the **"Terms of Use"** option. Terms of Use will appear.

image. Read and acknowledge the terms by clicking on the "**Accept**" button.

Read and acknowledge the terms by clicking on the "**Accept**" button.

image. If you are acting on behalf of the organization as a **"Property Management Company"** or a **"Submitter"** upload the **"Consent to Grant Third Party Access**" document.

If you are acting on behalf of the organization as a **"Property Management Company"** or a **"Submitter"** upload the **"Consent to Grant Third Party Access**" document.

image. A green banner will display the account was created successfully. The newly created account can be viewed under the "Accounts" tab on the portal homepage.

A green banner will display that the account was created successfully. The newly created account can be viewed under the "Accounts" tab on the portal homepage.

Congratulations! You have successfully reviewed how to create an "Organization Account" in the TSSA Client Portal.

Contact Customer Service at *1-877-682-TSSA (8772*) or send an email to   [customerservices@tssa.org](mailto:customerservices@tssa.org) in case of any questions.

This guide will provide you with step-by-step instructions on how to create an "Organization Account" in the TSSA Client Portal

Important. If you are acting on behalf of an organization or as a Third-Party representative, a property management company or submitter account must be created.