How do I create a Purchasing Team for purchase requests?

To make any team a Purchasing Team in your account:

  1. Head over to your Company Settings (top right gear icon ⚙️)
  2. Locate the Teams subtab.
  3. Select the team(s) you want to give a Purchasing Role.
  4. Click the 🛒 Purchasing Role button above the Team Members dropdown.

This button will turn blue color, and a Cart icon 🛒 will show right next to the team(s) you selected.

When generating new Requests, the Purchaser dropdown will display both (a) users with Purchasing permissions, as well as (b) teams with Purchasing permissions. When a Purchasing Team is assigned to a Request, any member of the Purchasing team will be able to make the purchase for that request.

How did we do?

Powered by HelpDocs (opens in a new tab)