> 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.

# Choose Organization Type

## Before you start

Select the organization you intend to configure. Organization type controls which workflows and setup steps apply; it is separate from your own membership role.

## Choose the type

1. Review **Company name** and **Organization handle** 1.

   ![The How are you planning to use chrt? setup screen with Company name and Organization handle filled in, the Shipper card selected beside the unselected Provider card, a Continue button and the permanence note; 1 marks the two fields, 2 and 3 the two cards, 4 Continue and 5 the note.](/_fern-files/_img/e8d173fca82d3bae23da96ac06530f9902a6e2d0f3b442c3f57de0a23819c7b5.webp)

   *Organization type setup screen, shown before the type is saved. **Shipper** is selected here only as an example. **1** **Company name** and **Organization handle**, **2** **Shipper** card, **3** **Provider** card (**For Forwarders and Couriers**), **4** **Continue**, **5** the note **This selection is permanent for your organization.** under **Continue**.*

2. Choose **Shipper** 2 when the organization requests shipments from providers.

3. Choose **Provider** 3 when it performs or coordinates logistics services. Couriers and freight forwarders use this option.

4. Review the handle 1 and any availability error.

5. Check your choice, then use **Continue** 4 when the form is valid and follow the next setup screen. The screen says **This selection is permanent for your organization.** 5

The default selection can depend on how you entered setup. Review it rather than treating the selected card as a recommendation for your company. Handle availability is checked during setup; an entered value alone does not prove it was saved.

## Confirm setup

After continuing, check the active organization's saved name, handle and type. Complete the relevant onboarding checklist. Once the type is saved, this selection screen no longer opens for that organization, and the app has no setting to change the type afterward. If you cannot finish setup, contact support before adding real work.

See [Create or select an organization](/staging/help/getting-started/create-or-select-organization), [Roles](/staging/docs/concepts/roles) and [Getting started](/staging/help/getting-started).

## Provider setup

Provider setup can include subscription checkout. Review [pricing](https://chrt.com/pricing) or
open the [subscription page](https://chrt.com/subscribe) if you need to confirm plan details.

Provider organizations continue into the provider setup flow. Depending on your
plan, you may be sent through subscription checkout before entering the app.
After access is available, the provider checklist guides you through inviting a
driver, adding a customer, setting up a rate sheet, and creating an assigned
order.