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Admin Resources

Team Management

Purchaser is built to empower your entire purchasing team. Setting up your team on Purchaser enables you to create a shared workspace for all your team’s quotes, RFQs, messages, and more.

Add a Team Member

If you know your colleague’s email address, you can add them to the team via an invitation. Purchaser will send them a notification to join your team.

  • Go to your Team Members page in your Purchase HQ.

  • Select Invite Team Member.

  • Add the email address of the user you want to add.

  • You can add multiple users at once by adding a comma in between user emails.

On a Professional Plan, you are billed based on the number of seats or members in your team. Adding a team member will generate a new invoice, prorated based on the number of days left in their current billing period. On your next invoice, you will be billed for an additional team member.

If you have any questions about billing, visit our Usage & Billing guide.

Removing a Team Member

If a team member has left your organization or no longer requires access to Purchaser, you can easily remove them.

  • Go to your Team Members page in your Purchaser HQ.

  • Locate the user you wish to remove.

  • Select Remove on that user's row.

On a Professional Plan, removing a user will automatically remove that seat from your next invoice, so you won't be charged for it moving forward.


Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.