Create or Select an Organization

Before you start

You need to be signed in to chrt. If you are new, start with sign up. If you already have an account, start with sign in.

An organization is your company’s workspace in chrt. It controls your team members, profile, billing, orders, connections, and onboarding checklist.

If your team already uses chrt, ask an admin to invite you instead of creating a duplicate organization.

Step-by-step instructions

1. Open chrt and go to Create or Select an Organization.
2. Review the Your organizations list.
3. If your organization is listed and active, click Select.
4. If your organization is not listed, enter the company name in Create an organization.
5. Click Create.
6. Wait for chrt to create the workspace and select it for your account.
7. Continue to choose how your organization uses chrt.

Access and pricing

Shipper organizations can be created without paying for a provider subscription. This gives shippers limited access for the shipper side of chrt:

• create and manage shipments
• connect with providers on chrt
• track shipments with live maps and operational visibility
• view proof of delivery, including photos, signatures, and barcodes when provided
• receive alerts and shipment updates
• use shipper analytics and coordination tools where available

Learn more about shipper workflows on the shipper platform page.

Provider organizations need an active paid plan to access provider features. Choose Provider if your organization is a courier company, freight forwarder, carrier, dispatcher, or logistics operator. Provider features include dispatch, driver assignment, provider order management, proof-of-delivery collection, rate sheets, billing, invoicing, and customer operations.

Review current plans on the pricing page. If you choose Provider during setup, chrt may send you to subscription checkout before unlocking the full provider workspace.

Which option should you choose?

Create a new organization when you are setting up a company that does not already have a chrt workspace.

Select an organization when an admin has already invited you, or when you are returning to a workspace that already exists.

Do not create a second organization for the same company unless you are intentionally separating teams, billing, and data.

How to know it worked

After creating or selecting the organization, chrt should send you to the setup page that asks, How are you planning to use chrt?

That next step sets up the organization’s chrt product mode. It is separate from creating the auth organization.

If something looks different

• If you see No organizations found for this account, create a new organization or ask your admin to send an invite.
• If Select is disabled, the organization may not be active for your account yet. Ask the admin to confirm the invite.
• If you created the wrong organization name, finish setup only if it is safe to use that workspace. Otherwise contact chrt support before adding team members, orders, or billing details.
• If you are sent back to sign in, complete sign in again and return to this page.
• Contact hi@chrt.com if you have issues.