> 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.

# Managing Your Courier Network

> Practical guide to current CHRT network 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 in the handle field 1, review the result card in the result area 2, 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.

![New executor page with a search field for an organization's handle and Back and Cancel buttons; numbers mark the handle field and the result area](/_fern-files/_img/9780c0046461a92f51173e2f6c7cdf82ea731e23a1aa959f66c0defc146bec5e.webp)

*The **New executor** handle-search form before a handle is entered. **1** handle field for the organization's handle, **2** result area, where the result card appears.*

On the **Executors** tab 1, select the **New executor** button 2. The note under the list 3 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.

![Orgs page with the Executors tab selected, showing the executor table, the New executor button and a note about off-chrt connections beneath the list; numbers mark the tab, the button and the note](/_fern-files/_img/640750e24b013ca0f63e8a200bf7bb2a8afadc0c7f8e1949d7d9700f526ede80.webp)

*The **Executors** tab of **Orgs** in a provider organization. **1** **Executors** tab, **2** **New executor** button, **3** note under the list about off-chrt connections.*

## Read the connection profile

Open the saved relationship. **Contact Info** 1 contains the organization/contact information; **Related** 2 provides related records. Provider profiles also have **Tax** 3 and **Settings** 4 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.

![Connection profile for CHRT (courier), showing the Provider and Executor badges and the Contact Info, Tax, Settings and Related tabs; numbers mark the four tabs](/_fern-files/_img/63729b4e5628d5cfb588991e44416fd89c984ffe4d8ce02702701e0ba7d5bf29.webp)

*The profile of a saved executor relationship, showing the **Provider** and **Executor** badges. **1** **Contact Info** tab, **2** **Related** tab, **3** **Tax** tab, **4** **Settings** tab.*

## 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** (required) and, if you have them, the **Business Email**, **Business Phone**, **Industry** and **Street Address**, then choose **Create Connection**. 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.

## Before you start

* Connecting with a courier is free and doesn't commit you to any volume.

For billing workflows and rate configuration, see [Billing](/staging/forwarders/billing).

## Related guides

* [Getting Started](/staging/forwarders)
* [Multi-Leg Orders](/staging/forwarders/multi-leg-orders)
* [Flights and Air Cargo](/staging/forwarders/flights)
* [Courier Network](/staging/forwarders/network)
* [Trackers](/staging/forwarders/trackers)
* [Billing for forwarders](/staging/forwarders/billing) — attach rate sheets per
  courier connection.