> This page is for version Staging. > For other versions, use one of these documentation indexes: > - Prod (default): https://docs.chrt.com/prod/llms.txt > - Staging: https://docs.chrt.com/staging/llms.txt > - Dev: https://docs.chrt.com/dev/llms.txt > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.chrt.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.chrt.com/_mcp/server. # Connections > Practical guide to current CHRT connections workflows and saved-record checks. ## Find the organization Open [Orgs](https://chrt.com/orgs). In Provider mode, choose **Shippers** 1 for customers, **Executors** 2 for couriers running your work, or **Coordinators** 3 for providers coordinating work with you. A single organization can have more than one relationship with your team. In the Shippers list, the **Type** column 4 shows **Shipper** for a customer connected on chrt and **Off Platform Shipper** for one that is not. The **Known Shipper** column shows whether each shipper is known, and its filter narrows the list by that value. Use the **Company** column header filter to find a shipper by name. ![The provider Shippers list on the Orgs page, with numbers 1 to 3 on the Shippers, Executors and Coordinators tabs, 4 on the Type column and 5 on the New shipper button](/_fern-files/_img/e0f23f9fc1bd04cfb39fff012bdf1408ddc58526697dbdf0f4888a1b4f1a9ed0.webp) *Orgs > Orgs in a provider organization, Shippers tab selected. **1** **Shippers** tab, for customers, **2** **Executors** tab, for couriers running your work, **3** **Coordinators** tab, for providers coordinating work with you, **4** **Type** column: **Shipper** for a customer connected on chrt, **Off Platform Shipper** (shown as Off Platform S...) for one that is not, **5** **New shipper** button.* ## Create the correct relationship Choose **New shipper** 5, **New executor**, or **New coordinator** in the relevant list. * For a shipper or an executor, the page asks you to choose between **Connect on chrt** (find an organization that already uses chrt by its handle) and **Create off-platform** (add one that does not use chrt yet). Choose **Connect on chrt** here. * **New coordinator** has no choice. It opens the handle search directly. In the handle search, enter the organization’s **handle** 1, review the result card, and select **Connect**. If the organization is already connected, the card shows a disabled **Connected** button instead. Selecting **Connect** creates the connection and returns you to the list; this flow has no invitation or acceptance step. Reopen the list to confirm the saved relationship. ![The New shipper handle search with the handle box empty and number 1 on the handle field.](/_fern-files/_img/4563c0143be471ef66cf99032705aabc8c730ce301831af984438ff8145f6ea7.webp) *The handle search opened from **New shipper** > **Connect on chrt** in a provider organization, before a handle is entered. The result card and **Connect** appear after you enter one. **1** **handle** field.* The note under the list says you can only create off-chrt connections and suggests that the other organization open your profile page and click **Connect**. That is a second route, started from their side; **Connect on chrt** starts from yours. ## Read the connection profile Open the saved relationship. **Contact Info** contains the organization/contact information; **Related** provides related records. Provider profiles also have **Tax** and **Settings** sections. For a shipper, the connection header shows **Known** or **Not a known shipper**, and the **Settings** tab has a **Known shipper** switch. Only an operator or higher can change that switch; other roles see it read-only. Use the actual fields available to your role, and confirm changes after reopening the profile. ## Auto-assign for partner couriers On a connection between a coordinating organization and a partner courier (its executor), the **Settings** section has an **Auto-assign** switch. When it is on, the partner courier allows the coordinator to assign orders directly to its organization without a listing and bid, so an immediate **Assign** can skip that step. This is the partner's consent to direct assignment. The partner organization controls it. Only an administrator or higher in the partner (executor) organization can turn **Auto-assign** on or off; other members of that organization see it read-only. The coordinating organization sees the switch as a status showing whether the partner has consented, and cannot change it. In Provider mode, the **Executors** list also shows an **Auto Assign** column you can filter. Reopen the connection's **Settings** and confirm the saved value before relying on it, and do not treat a visible **Assign** button as proof of consent. When **Auto-assign** is off, send the work as a listing instead; see [Marketplace](/staging/couriers/marketplace) and [Bidding and assignment requests](/staging/docs/guides/bidding). For the full assignment rules, see [Dispatching](/staging/couriers/dispatching#assign-and-confirm). ## Record an off-platform partner For a shipper or executor that does not use CHRT, choose **Create off-platform** on the **New shipper** or **New executor** page. Enter the **Company Name** 1 (required) and, if you have them, the **Business Email** 2, **Business Phone**, **Industry** and **Street Address**, then choose **Create Connection** 3. Reopen the saved record. This records the partner; it does not create a CHRT login or verify that partner’s ability to receive app assignments. ![The Add Shipper Connection form with Company Name filled in and the contact, industry and address fields empty, with numbers 1 to 3 on Company Name, Business Email and Create Connection.](/_fern-files/_img/a078174e4ca108ffdeafc4140a79197a0c20fe7c7e4b3605d773242aed7f6b4a.webp) *The **Create off-platform** form on **New shipper** in a provider organization, with only **Company Name** filled in. **1** **Company Name** field, **2** **Business Email** field, **3** **Create Connection** button.* The saved record reopened in a provider organization shows the **Off Platform Shipper** badge 1, **Not a known shipper** 2, the **Contact Info**, **Tax**, **Settings** and **Related** tabs 3 and **Edit** 4. The contact, industry and address details are empty until you add them. ![A saved off-platform shipper record in a provider organization, with numbers 1 to 4 on the Off Platform Shipper badge, the Not a known shipper badge, the Contact Info, Tax, Settings and Related tabs and the Edit button.](/_fern-files/_img/522bc70184b91ca592d289ea7f55e0e8fb2782c9e616a895440998cce60804dd.webp) *The saved off-platform shipper record, reopened from **Orgs** > **Shippers**. **1** **Off Platform Shipper** badge, **2** **Not a known shipper** badge, **3** **Contact Info**, **Tax**, **Settings** and **Related** tabs, **4** **Edit** button.* ## Before you start * Connecting with anyone on chrt is free and doesn't commit you to any volume. ## Record an off-platform shipper Record them as an **off-platform shipper** so you can still build orders that reference them and bill them through chrt. Their billing statements still work — you'll send them through chrt and they'll pay off-platform with a reference, or via a Stripe-hosted invoice if you've set one up. For billing workflows and rate configuration, see [Billing](/staging/couriers/billing). ## Related guides * [Getting Started](/staging/couriers) * [Creating Orders](/staging/creating-orders) * [Drivers](/staging/couriers/drivers) * [Dispatching](/staging/couriers/dispatching) * [Marketplace](/staging/couriers/marketplace) * [Rate sheets](/staging/couriers/rate-sheets) — attach default SPP and PPP rate sheets per connection. * [Billing](/staging/couriers/billing) — statements grouped per connection.