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# Off-Platform Providers

> Practical guide to current CHRT off platform workflows and saved-record checks.

## What an off-platform record means

An off-platform record represents an organization that does not use CHRT. Provider teams can record shippers or executors for work they manage. Creating the record does not create a login or establish that an external partner can accept assignments, upload proof, or operate the CHRT app.

## Working from a shipper organization

The current shipper **Orgs** 1 flow, with the organization switcher showing **CHRT (shipper)** 2, lists your coordinators 3 and connects providers by their CHRT handle. The **New coordinator** 4 button sits above the table. If your provider is outside CHRT, agree with your coordinator how that shipment will be managed and how updates will be supplied. Use [Connecting with Providers](/staging/shippers/connecting-providers) for the CHRT connection path.

![The Orgs list of a shipper organization with two providers listed as Coordinators; numbers mark the Orgs item, the organization switcher, the saved rows and the New coordinator button](/_fern-files/_img/0364f5e3458ca4504146747d70566d3b9b427037d408e8429a001fc1223648f9.webp)

*The Orgs list in a signed-in shipper organization, with existing providers listed as **Coordinator** and a **New coordinator** button above the table. **1** **Orgs** > **Orgs** in the sidebar, **2** organization switcher showing **CHRT (shipper)**, **3** saved relationships, each with **Type** **Coordinator**, **4** **New coordinator** button.*

## When your team manages provider work

In Provider mode, open the relevant **Shippers** or **Executors** list and choose its new-record action. Where offered, select **Create off-platform**, enter the **Company Name** 1 and available contact and address fields such as **Business Email** 2, and choose **Create Connection** 3.

![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.*

On **New executor**, the blank **Add Provider Connection** form has a required **Company Name** 1 field, **Business Email** and **Business Phone** 2 fields, a **Street Address** 3 field, and a **Create Connection** 4 button that is disabled on the blank form.

![New executor page in a provider organization, showing the blank Add Provider Connection form with Create Connection disabled; numbers mark Company Name, the contact fields, Street Address and Create Connection](/_fern-files/_img/d5dd366a11bea76cc8644d24a04b196f12030c203ec50a3d0b05600e618287c8.webp)

*The **New executor** page in a provider organization: the blank **Add Provider Connection** form. **1** **Company Name** field, required, **2** **Business Email** and **Business Phone** fields, **3** **Street Address** field, **4** **Create Connection** button, disabled on the blank form.*

Reopen the record and check it belongs to the intended relationship scope. It shows the **Off Platform Shipper** badge 1, **Not a known shipper** 2, the **Contact Info**, **Tax**, **Settings** and **Related** tabs 3 and **Edit** 4.

![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.*

A saved off-platform executor record shows the **Off Platform Provider** and **Executor** badges 1, the **Contact Info**, **Tax**, **Settings** and **Related** tabs 2 and **Edit** 3.

![Saved off-platform executor record with the Off Platform Provider and Executor badges, the Contact Info, Tax, Settings and Related tabs, and the Edit control; numbers mark the badges, the tabs and Edit](/_fern-files/_img/1339757b87df34ccf0dbeabd0790209e42722ea599bb5deed6e09b9080c2981f.webp)

*The reopened executor record in a provider organization. **1** **Off Platform Provider** and **Executor** badges, **2** **Contact Info**, **Tax**, **Settings** and **Related** tabs, **3** **Edit** control.*

## Confirm the shipment record

On the order, check the customer/coordinator and each segment’s executor assignment. Arrange communications and proof collection with the external provider through the agreed operating process. Read the actual saved shipment and proof before assuming an external update reached CHRT.

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

## Related guides

* [Getting Started](/staging/shippers)
* [Creating Shipments](/staging/shippers/creating-shipments)
* [Connecting with Providers](/staging/shippers/connecting-providers)
* [Tracking Shipments](/staging/shippers/tracking)
* [Public Tracking Links](/staging/shippers/public-tracking)