Assign your customs house agent and hand off their steps.
Get your CHA working a job
1
Find your CHA, if you don't already have one
Search the global Customs House Agent directory by city, customs house, or company name. It's a public reference lookup — you can copy an agent's email or phone straight from their card.
2
Invite them as a connected partner
From Partner Connections, invite them by email (company name optional). The connection stays "Pending" until they accept — or, if they had already requested to connect with you, inviting them back activates it immediately with no email sent.
3
Assign them the CHA role on your job
On the job's Role Planning Board, find the "Customs House Agent" role card and choose Assign Partner. Only your active connections appear in the picker — a pending invite won't show up yet. (Import jobs use the separate "Customs House Agent (Destination)" role.)
4
They work their steps from the partner portal
Once assigned, your CHA logs into their own partner portal and sees only the jobs and checklist steps assigned to them. They can upload documents against their own steps and mark them complete — everything else on the job stays out of view.
A connection and a role assignment are two different things
Connecting with a partner (inviting, accepting) makes them reusable across your jobs. Assigning a role is what actually puts them to work on one specific job. You only need to connect once; you'll assign the role every time you need them on a new job.
Screenshot pending — Role Planning Board with a Customs House Agent role card and an Assign Partner button
Assigning a connected partner to the CHA role.
Screenshot pending — Partner portal job detail page showing only the steps assigned to that partner
What your CHA sees once assigned — their own steps only.
Partners can't touch everything
A partner can act on the steps assigned to them and add extra optional steps if useful, but mandatory, platform-locked steps stay owned by your team — a partner can never remove or reassign those.
Want the full detail?
This guide is a zoom-in on partner coordination. For the full role-assignment tier and how it fits the rest of the job lifecycle, see the Export & Import Job Engine doc. For managing partner records themselves, see CHA & Partner Coordination.