Register a freight forwarder, bank or other partner for reuse across jobs.
Add a partner
1
Open Partner Connections
This is where every partner your organization works with — freight forwarders, CHAs, inspection agencies, insurance providers and more — lives as a reusable record.
2
Invite by email
Click Invite Partner and enter their email address (company name is optional, just a hint for you). That's the only information required to start a connection.
3
Wait for acceptance, or accept theirs
The connection sits as "Pending" until the partner accepts. If they had already asked to connect with you from their side, inviting them back activates the connection immediately instead of sending another email.
4
Reuse them on any job
Once a connection shows "Active", that partner appears in the partner picker for a matching role on any job — you never have to re-enter their details again.
Duplicate invites are handled for you
Inviting someone who's already been invited doesn't quietly resend nothing — you're told it's a duplicate and pointed at Resend if they never received the original.
Screenshot pending — Partner Connections page with Invite Partner dialog open
Inviting a new trade partner by email.
Screenshot pending — Partner Connections page showing pending and active connection lists
Pending vs. active partner connections.
Want the full detail?
This guide covers adding one partner. For partner types, service capabilities, and exactly how a connection becomes a role on a job, see the Trade Partners doc.