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For buyers · Getting started
Set up your team and roles
Invite colleagues and give each one or more roles. Buyers place orders, Approvers sign off orders over your approval threshold, and Admins manage the team.
Where: Partner portal → Team
Steps
- Open the Partner portal and select Team.
- Under Invite someone, enter the person’s work email, tick their roles (Admin, Buyer, Approver) and select Send invitation.
- To change someone’s roles, tick or untick them in their row and select Save roles.
- To take someone off the team, select Remove from the team.
Good to know
- An invitation works for 7 days. Until it is accepted, the person shows as Invited.
- Only your team’s Admins can change the team.
- Your team always needs at least one active Admin. Make someone else an Admin before removing the last one.
- You can send a limited number of invitations a day.
Questions
My colleague didn’t get the invitation
Check the email address in the team list, then select Send the invitation again. If it still doesn’t arrive, ask them to look in their junk folder.
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Still need help?
Check the article for your task first: most say what to do when something goes wrong. If you still need help, email us with the details and any reference (such as ORQ-2026-00012).
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