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

Click an account under "**Portal Manager of Property Management**". The account details will appear.

In the **"Account Details"** page, you will be able to:

- View All Authorizations
- View All Inspection Reports
- View All Non-Compliances
- View All Contact
- View All Inventory
- View All Work Orders in Progress
- View All Invoices

LINDE CANADA INC

Acccount Number: 1001341

Click **"View All Authorizations".** The **"Authorizations/Certificates"** page will appear.

Click the **"Download Excel"** button to download a list of Authorizations/ Certificates.

To narrow your search for a specific authorization/certificate, enter the **authorization/certificate number** in the **Search** field.

Click an **Authorization number.** It will download a copy of the **Authorization/ Certificate** to your computer.

Click **"View All Inspection Reports"** from **"Account Details".** The **"Inspection Reports"** page will appear.

Click the **"Download Excel"** button to download a list of Inspection Reports.

Or enter the **Inspection report number** in the **Search** field.

Click an **Inspection Report Number.** It will download a copy of the **Inspection report** to your computer.

Click **"View All Non-Compliances"** from **"Account Details".**

The **"Open Non-Compliances"** page will appear.

Click the **"Download Excel"** button to download a list of Open Non-Compliances.

Or enter the **Inspection report number** in the **Search** field to narrow your search.

Click **"View All Contacts"** from **"Account Details".** The **"Contact - Active"** page will appear.

Click the **"Download Excel"** button to download a list of Contacts.

Or enter the **contact name, email or phone number** in the **Search** field to find a Contact.

Click **"View All Inventory"**. The **"Inventory"** page will appear.

Click the **"Download Excel"** button to download a list of Inventories.

Or enter the **Inventory Number** in the **Search** field to find an inventory.

Click **"View All Work Orders in Progress"** from **"Account Details"**. The **"Work Orders in Progress"** page will appear.

Click the **"Download Excel"** button to download a list of Work Orders.

Or enter the **work order number** in the **Search** field to narrow your search.

Click **"View All Invoices"** from **"Account Details"**.

Click an **Unpaid Invoice Number** to download a copy of the **Unpaid Invoice.**

Select the "**Download Excel"** button to download a list of invoices.

Or enter the unpaid invoice number in the **Search** field to find unpaid invoices.

Click on **"Paid Invoices"** from **Invoices** section to view paid invoices.

Click a **Paid Invoice Number** to download a copy of the **Paid Invoice.**

Select the "**Download Excel"** button to download a list of invoices.

Or enter the paid invoice number in the **Search** field to narrow your search.

After learning about Invoices, click "**Accounts**" tab and click "**Account**" to display the "**Account Details**" page.

Click **"Edit"** from **"Account Details"** to the edit your details.

The **"Account Management"** page will appear.

Select the "**Click here**" option to learn about how to update the account legal name.

The **"Contact Us"** TSSA webpage will appear to update the following account details:

- Account Type
- Account Name
- Legal and Other Name
- Other Name Type
- Business Registry Information

Scroll down and click **"Edit"** under **"Contact Details"** section.

To change the account **Contact Details**, complete the following fields and click update. 

Update Contact Details
×
Shipping Preferred Delivery Method
Select
Mail
Email
Primary Account Email Address
Billing Preferred Delivery Method
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Mail
Email
Billing Email
Primary Phone Type
Select
Business
Mobile
Home
Primary Phone Country Code
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Click on **"Change Address"** from **"Account Management"**. Please refer to "**How to change account address in Portal**" guide.

After updating "**Account Address**" scroll down to "**Contact Connections**"

Click the "**Add"** button on **"Contact Connections"**.

Complete the following fields **Add Connection Details:**

- First Name
- Last Name
- Email address
- Phone type
- Country code
- Primary Phone number

Select the **"Contact Connection Role"** and click **"Portal Manager/Portal User"** from the dropdown list.

Click the **"Update"** button.

The added account will appear under **"Contact Connections".**

To update the contact connection details, click the **"Inactivate"** button to inactivate it.

Select "**Add**" and follow step 31 to create a new contact.

Click **"Inactivate"** under **"Account to Account Connections"** to inactivate any **account to account connections.**

Congratulations! You have successfully navigated, reviewed details, and highlighted steps to update a TSSA account as a Portal Manager & Property Management Company.

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 navigate, view details, and update TSSA accounts as the "Portal Manager & Property Management Company".

Overview of Portal Manager & Property Management Company Responsibilities